Question: Is there a tool that can help me record and summarize meetings, and integrate with my CRM?

If you're looking for a tool to record and summarize meetings while integrating with your CRM, Fathom is an excellent option. It supports multiple video conferencing tools and transcribes and summarizes meetings quickly. Fathom can synchronize meeting summaries and tasks with CRM systems, making it easier to manage follow-ups and tasks. It also offers a Team Edition with additional features like keyword alerts and coaching metrics, starting at $19 per user/month.

Another robust tool is Sonnet AI, which doubles as a meeting assistant and notetaker. Sonnet AI records audio, takes notes using AI, and integrates with CRM systems. It offers comprehensive action items, automatic transcription, and customizable note templates. The platform also provides pre-meeting tools for learning about participants and post-meeting automation for CRM updates, enhancing meeting productivity and organization.

For a more action-oriented solution, consider Avoma. It automates the entire meeting lifecycle, from scheduling to note-taking, and integrates seamlessly with CRM systems. Avoma offers features like AI-generated notes, collaborative note editing, and conversation intelligence, making it suitable for teams looking to optimize their meeting processes and improve collaboration. It offers a 14-day free trial to get you started.

Lastly, Clearword is another great choice for real-time AI meeting assistance. It integrates with Zoom, Google Meet, and Microsoft Teams to automate meeting notes, action items, and follow-up tasks. Clearword generates concise summaries, exports action items to tools like Notion and Hubspot, and organizes meeting information into a searchable knowledge base. It integrates with CRM and collaboration apps, offering flexible pricing plans, including a free tier.