Question: I'm looking for a tool that helps me keep track of conversations with my clients and sets actionable goals for their growth.

If you're looking for a tool to track conversations with your clients and set concrete goals for their development, Avoma is a great option. It serves as an AI Meeting Assistant, automating meetings with features like transcription, summarization, and analysis. The platform offers actionable insights through conversation intelligence and integrates with popular tools like Calendar, Conferencing, Dialer, and CRM.

Another tool worth mentioning is Circleback, an AI-powered meeting management tool that integrates with platforms like Zoom, Google Meet, and Microsoft Teams. Circleback creates meeting notes, action items, and automations so you can better manage team communication and organization. It also has strong security options, so you can rest assured your data is protected.

For in-meeting help, Clearword is a top contender. It integrates with Zoom, Google Meet, and Microsoft Teams to automate meeting notes, action items, and follow-up tasks. Clearword lets you create concise summaries, export action items to tools like Notion and Hubspot, and organize meeting information into a searchable knowledge base for team collaboration.

Last but not least, Otter offers AI-powered meeting transcription and summarization that integrates with Zoom, Google Meet, and Microsoft Teams. Otter is geared toward capturing action items and summarizing meetings so you can focus on discussions without worrying about taking notes. It integrates with tools like Salesforce and HubSpot, so it can fit into your workflow.