Summary: What if every meeting in your company - internal and external - could be transcribed, categorized, and summarized without anyone even logging in to a CRM?

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Product Overview 

AI Notetakers (Gemini,Teams, Zoom, Otter, Granola AI, Fathom, Fireflies, Gong, etc) have automated notes in meetings. These apps join calls, listen, transcribe, and provide an AI summary.

However, this information is exponentially more valuable once in the CRM (Client Relationship Management platform), and this requires an employee to: 

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• Login to the CRM
• Create a meeting
• Manually create Contact records for new participants
• Tag all Contacts to the Meeting
• Cut & paste the notes from the Notetaker

The result? It often does not happen.

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Why It Matters

Imagine the ability to search every conversation - both internal and external -  instantly gain insights with questions like:

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• “Which clients have expressed an interest in our new product during meetings?”  
• “Which of our largest clients are going to the industry conference?”  
• “Conduct a sentiment analysis to identify the clients most likely to churn.”
• “How many 1:1 meetings with my team have focused on billing issues?”

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It's a massive competitive advantage. But it only works if 100% of meetings are included, and that requires automation.

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What It Does

Once integrated, Agentic Meeting Notes lets employees simply meet. The notes are automatically logged within the CRM (i.e. Salesforce, HubSpot) with summary, full transcription, recordings, and contacts included.

Organizations can begin building their database of conversations to unlock the power of AI within their CRM.

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About Everpeak Labs

Everpeak Labs is the software-development arm of Everpeak Partners. We build lightweight software that helps sales, marketing and operations team get the most from their CRM platforms (i.e. Salesforce, HubSpot)

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