Not just a bot that listens in — we set up meeting intelligence with scorecards, coaching criteria, and writeback to HubSpot or Attio. From call to usable CRM data, with a GDPR policy your team can explain.
From tool choice to CRM writeback — so notes do not stay stuck in a silo:
Sales and RevOps teams that already record calls — or want to — but see notes nowhere useful, or CRM fields filled by hand. You want meeting intelligence that lands in HubSpot or Attio, with scorecards coaches actually use.
For broader AI in your funnel (scoring, agents, personalization) see AI automation.
It depends on CRM depth, team size, languages, GDPR requirements, and whether you need scorecards/coaching. We compare options like Fireflies and Fathom on those criteria — not on feature lists alone.
Recordings are personal data. We define who is informed, when consent or legitimate interest applies, what is retained, and what may go to the CRM. We do not roll out without that policy.
AI automation covers scoring, personalization, and agentic workflows. AI notetaker is the concrete meeting→CRM use case: transcription, scorecards, coaching, and writeback. They can combine, but this is a focused implementation.
Yes, when we design it that way: summaries, action items, and scorecard fields on contact or deal records. We decide upfront which fields write and prevent CRM pollution.
Share briefly how you handle notes and coaching today — I am happy to think along on tool choice and writeback.
[email protected]