AI TOOL PROFILE
Meetingflow: AI Meeting Assistant for Sales
- Sales
- AI Assistant
- Enterprise sales teams
- Collaborative account management teams
- Sales organizations using Salesforce or Hubspot
Pricing
Pricing starts with a free tier for up to 5 users. Paid plans include Essentials ($19/mo per user), Business ($47/mo per user), and Enterprise ($99/mo per user), billed annually.
At a glance
- Best for
- Enterprise sales teams, Collaborative account management teams, Sales organizations using Salesforce or Hubspot
- Key use cases
- Meeting Preparation, Post-Meeting Follow-up, CRM Data Maintenance, Account Strategy Management
- Integrations
- Slack, Salesforce, Hubspot, Microsoft Teams, Chrome Extension
- Official website
- Visit meetingflow official website
How AI is used
Meetingflow is an AI-powered assistant designed to help sales teams prepare for, record, and follow up on customer meetings. It is designed to reduce manual work associated with note-taking and CRM data entry.
The tool is intended for teams selling to enterprise clients who require collaborative planning and data security. It provides a space for meeting plans, call recordings, and AI-generated summaries.
Buyers can use the platform to log meetings and update deal fields in their CRM. The system also supports the creation of account plans that are tied to the meeting workflow.
Buyers should confirm if the call recording limits on the Essentials and Business plans align with their team's monthly meeting volume.
Key Features
AI Note-Taker
Records calls and generates notes and meeting summaries.
CRM Hygiene Tools
Supports CRM updates and logging of meeting notes to help keep pipeline data current.
Collaborative Meeting Plans
Supports the use of templates and shared documents to prepare for customer calls.
AI Sales Chat
Provides an AI interface to interact with sales-related data and meeting insights.
Pipeline Manager
Supports the organization and tracking of sales opportunities across the pipeline.
Account Planning
Organizes account strategies and history by company, linking them to the meeting workflow.
Use Cases
Meeting Preparation
Using collaborative plans and templates to align the account team before a customer call.
Post-Meeting Follow-up
Generating AI summaries and drafting follow-up emails after a meeting.
CRM Data Maintenance
Updating deal fields and logging call notes into Salesforce or Hubspot.
Account Strategy Management
Maintaining account plans that are updated based on recent meeting touchpoints.
Integrations
- Slack
- Salesforce
- Hubspot
- Microsoft Teams
- Chrome Extension
FAQ
Who is Meetingflow designed for?
- It is designed for sales teams, particularly those selling to enterprise clients who need collaborative planning and CRM integration.
Does Meetingflow have a free version?
- Yes, there is a free forever plan for individuals and small teams of up to 5 users who do not have CRM requirements.
Which CRMs does Meetingflow integrate with?
- Meetingflow supports integrations with Salesforce and Hubspot for updating deal fields and logging meetings.
Is the software secure for enterprise use?
- The platform is SOC2 Type 2 certified and compliant with GDPR and CCPA, using Microsoft Azure cloud infrastructure with encryption at rest and in transit.
Source category: Sales
Source subcategory: AI Assistant
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