Question: I need a solution that integrates with my CRM and video conferencing tools to streamline meeting notes and tasks.

If you're looking for a tool that integrates with your CRM and video conferencing software to help you get notes and to-do lists in order, Clearword is a good choice. This real-time AI meeting assistant can connect to Zoom, Google Meet and Microsoft Teams to help you automatically create notes, action items and follow-up tasks. It can summarize meetings with notes, action items, video recordings and transcripts, and you can use it for live productivity. Clearword can export action items to Notion, Hubspot and Jira, and can package meeting details into a searchable knowledge base that you can edit, share and collaborate on.

Another good option is Otter, which uses AI to transcribe meetings in real-time, record audio, take notes on slides, extract action items and summarize meetings. Otter can connect to common videoconferencing tools like Zoom, Google Meet and Microsoft Teams so you can easily join meetings and share notes. It also can connect to Salesforce and HubSpot, and has a range of pricing options including a free version for basic use.

For a more advanced tool, Circleback is an AI-powered meeting management system that connects to Zoom, Google Meet, Microsoft Teams and Slack to create meeting notes, action items and automations. Circleback can connect to your calendar to automatically generate structured notes, assign action items and transcribe conversations in more than 100 languages. It also has powerful automations with tools like Notion and HubSpot, so it's a good option for teams that want to improve communication and organization.

Fathom is another good option, with AI-powered meeting recording, transcription and summarization. It can connect to multiple videoconferencing tools and languages, and automatically transcribes and summarizes meetings so they're available for review in less than 30 seconds. Fathom can also sync meeting summaries and tasks with CRM systems, so teams can work more efficiently by not spending as much time on meeting notes and follow-up.