Question: I'm looking for a way to streamline meeting notes and follow-ups - can you suggest a solution that integrates with my CRM?

If you want to simplify meeting notes and follow-ups that are integrated with your CRM, Clearword is a top contender. It generates meeting notes, action items and follow-up tasks in real-time and can link to Zoom, Google Meet, Microsoft Teams, Hubspot, Jira and Notion. Clearword is a full-featured option with video recording, transcription and action item export to a variety of destinations, including CRM systems.

Another strong contender is Circleback, an AI-powered meeting management tool that integrates with Zoom, Google Meet, Microsoft Teams and Slack. Circleback can automatically create structured notes, assign action items and transcribe conversations in more than 100 languages. It can integrate with Notion, Linear, HubSpot and Salesforce, making it a good option for teams that want to improve communication and organization.

Spoke is a pay-as-you-go API for meeting bots that offers immediate access to transcripts, video recordings and meeting metadata. It can integrate with CRM systems and offers features like data extraction, summarization and custom information extraction with AI templates. Spoke is designed to help teams perform better by automatically updating CRM systems and converting conversations into searchable video highlights and summaries.

If you want a more user-friendly option, MeetGeek automatically records video, transcribes, summarizes and analyzes meetings. It can integrate with Google Calendar, Microsoft Outlook and more than 2,000 other apps through Zapier, so it can be useful for a wide range of team members. MeetGeek also includes a searchable archive for storing meeting notes and meeting analytics to help you improve productivity and collaboration.