Meetingflow: AI Meeting Assistant for Sales
Meetingflow helps sales teams manage customer meeting workflows. It may be useful for organizations that need to coordinate meeting plans and notes with their CRM.
At a glance
- Category
- Sales
- Best for
- 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.
- 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
- meetingflow.com
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
Records calls and generates notes and meeting summaries.
Supports CRM updates and logging of meeting notes to help keep pipeline data current.
Supports the use of templates and shared documents to prepare for customer calls.
Provides an AI interface to interact with sales-related data and meeting insights.
Supports the organization and tracking of sales opportunities across the pipeline.
Organizes account strategies and history by company, linking them to the meeting workflow.
Use Cases
Using collaborative plans and templates to align the account team before a customer call.
Generating AI summaries and drafting follow-up emails after a meeting.
Updating deal fields and logging call notes into Salesforce or Hubspot.
Maintaining account plans that are updated based on recent meeting touchpoints.
Best For
Integrations
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.
FAQ
It is designed for sales teams, particularly those selling to enterprise clients who need collaborative planning and CRM integration.
Yes, there is a free forever plan for individuals and small teams of up to 5 users who do not have CRM requirements.
Meetingflow supports integrations with Salesforce and Hubspot for updating deal fields and logging meetings.
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
