Smart Meeting Minutes
Save time with the power of AI
By Attention CRM ConsultingProductivity
- Rating
- 4.5
- Reviews
- 8
- Pricing
- Paid
- From $3 per user per month
- Listed since
- 2018
About Smart Meeting Minutes
Use AI note-taking*, templates, add action items, comments and share as pdf
Smart Meeting Minutes created by Attention CRM Consulting is a compact sales effectiveness app for B2B (business to business) sales people who want to save time.
Functions
- One Screen
- Seamlessly Built Into Salesforce
- Automated Zoom AI summaries (Teams coming soon)
- Take Notes
- Record Action Items
- Share as Document (PDF, DOC)
- Easy Template Creation
- Salesforce Tasks are Auto Created
- Minutes / Memo Stored in Salesforce
- Minutes Shown on Event /Account / Lead / Contact / Opportunity
- Track Task Status
- Searchable Database of Minutes
- Name, Place, Parties Auto Populated
- Versions
Benefits
- Record and Share on The Spot
- Decrease Admin Time
- Impress Clients
- Ensure Key Topics are Covered
- Introduce New Templates Easily
- Follow Action Items
- Build a Text Meeting Discussion Database
Highlights
- RECORD Sales people can get AI generated meeting notes, add comments, record internal and client tasks on one screen within Salesforce during meetings or calls on a desktop. Smart Meeting Minutes templates for meeting agenda are also customizable.
- SHARE Sales people can share notes and action items with participants and other parties as a pdf or word document at the end of the meeting. All Smart Meeting Minutes records within Salesforce are also part of a searchable knowledge base and as history.
- FOLLOW-UP Related tasks to the meetings are auto created and the minutes are available for colleagues attached to the related Salesforce records. Smart Meeting Minutes are shown on Lead, Account, Contact, Opportunity.
Screenshots and videos
Image 1 of 15
Pricing
Paid, from $3 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Smart Meeting Minutes | $3 per user | Monthly | 30 days |
| Smart Meeting Minutes | $36 per user | Yearly | 30 days |
Free 30 days trial. Volume discounts over 1500 seats. Please contact us!
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on April 26, 2022
- Languages
- English
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