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Better sales and customer notes
Be more organized, prepared, and set for success with Meetingflow.
- Customer notes automatically organized by customer
- Meeting templates to help you plan
- AI Note Taker takes your notes and summarizes
- Seamless CRM updates to reduce busy work
Better sales and customer notes in an instant
Be more organized, prepared, and set for success with Meetingflow.
- Collaborative customer notes automatically organized by customer with templates to help you plan.
- AI Note Taker to draft your notes and summarize when you don’t feel like it.
- Seamless CRM updates and calendar connection to reduce busy work.
Leave the anxiety behind
Never worry again about missing crucial notes, action items, or follow-ups.
- Review your past notes from any meeting
- Collaborate with your team to edit notes
- Use templates to outline your plan and notes
- Instantly connect to your calendar and CRM
- Ask AI for suggestions and insights
Partner with AI
- Take your own notes or generate notes using our AI Note Taker
- Draft automatic summaries, proposals, and follow-up emails
- Research attendees, suggest discovery questions, and get insights
Never wonder where customer notes are again
Meetingflow automatically organizes your customer notes and transcripts. Plus, instant search lets you search by company, contact, and keywords to pull up notes based on attendees, meeting names, or even topics discussed.
Easier customer meetings, more successful outcomes
- Enhance client prep and post-meeting engagement using our AI Chat, Call Recording, and Collaborative Workflow features.
- Connect your calendar and seamlessly manage your CRM. Update HubSpot or Salesforce directly from your meeting page.
- Make customer meetings easy with zero downloads, zero set up, and free to start.
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