CRM Automation

AI-powered CRM automation:
Save time, boost accuracy!

Let MeetRecord handle CRM updates for you. MeetRecord auto-fills CRM fields based on call content, ensuring data is always accurate, up-to-date, and ready for better decision-making.

Rated #1 Agentic Revenue AI platform. Loved by Customers Worldwide.

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Eliminate manual CRM updates and focus on selling

10%
Time saved by sales reps on data entry
100%
Accurate and up-to-date CRM records
Zero Effort
AI updates call details automatically

Auto-Fill CRM Fields with AI

Extract key details from calls and update CRM instantly

Ensure consistent and accurate data without manual effort

Reduce time spent on admin work and focus on selling

Deal activity Tracking
deal summary

Keep CRM Up-to-Date for Better Forecasting

Ensure all call-related data is logged correctly in the CRM

Provide sales leaders with real-time, accurate insights for better decision-making

Eliminate missing or outdated information that can impact forecasting

Instant Call Summaries in CRM Notes

AI automatically adds call summaries to CRM notes

Quickly review key discussions, decisions, and follow-ups without relistening

Enable deeper analysis and strategic planning with complete call records

empower
CUSTOMER REVIEWS

"With MeetRecord it allows our entire company to learn more about the problems our customers face."

- Tanner Kovacevich, VP of Sales

"A dream when trying to self-assess and for coaching sessions.Very straightforward and easy to implement and on board too."

-  Hugh M. , Senior Account Executive

"One of the 3 tools absolutely needed in a sales team of a winning company!"

Chiara B. , Country Manager

"Easy, affordable, perfect for 
growing business."

- Casey S. , EVP - Industrial

"Great Tool to Streamline 
Sales QA Process."

- Alicia M. K. , Director of Firm Management

"MeetRecord automatically places all of our calls 
into an easily searchable bucket which we use 
to make sure our processes are followed 
and to coach our team. I like their support team and how they work diligently to ensure the platform completely met our needs."

- Alex Harmozi

"With MeetRecord it allows our entire company to learn more about the problems our customers face."

- Tanner Kovacevich, VP of Sales

"A dream when trying to self-assess and for coaching sessions.Very straightforward and easy to implement and on board too."

-  Hugh M. , Senior Account Executive

"One of the 3 tools absolutely needed in a sales team of a winning company!"

Chiara B. , Country Manager

"Easy, affordable, perfect for 
growing business."

- Casey S. , EVP - Industrial

"Great Tool to Streamline 
Sales QA Process."

- Alicia M. K. , Director of Firm Management

"MeetRecord automatically places all of our calls 
into an easily searchable bucket which we use 
to make sure our processes are followed 
and to coach our team. I like their support team and how they work diligently to ensure the platform completely met our needs."

- Alex Harmozi

"With MeetRecord it allows our entire company to learn more about the problems our customers face."

- Tanner Kovacevich, VP of Sales

"A dream when trying to self-assess and for coaching sessions.Very straightforward and easy to implement and on board too."

-  Hugh M. , Senior Account Executive

"One of the 3 tools absolutely needed in a sales team of a winning company!"

Chiara B. , Country Manager

"Easy, affordable, perfect for 
growing business."

- Casey S. , EVP - Industrial

"Great Tool to Streamline 
Sales QA Process."

- Alicia M. K. , Director of Firm Management

"MeetRecord automatically places all of our calls 
into an easily searchable bucket which we use 
to make sure our processes are followed 
and to coach our team. I like their support team and how they work diligently to ensure the platform completely met our needs."

- Alex Harmozi

"MeetRecord automatically places all of our calls 
into an easily searchable bucket which we use 
to make sure our processes are followed 
and to coach our team. I like their support team and how they work diligently to ensure the platform completely met our needs."

- Alex Harmozi

"A dream when trying to self-assess and for coaching sessions.Very straightforward and easy to implement and on board too."

-  Hugh M. , Senior Account Executive

"One of the 3 tools absolutely needed in a sales team of a winning company!"

Chiara B. , Country Manager

"Easy, affordable, perfect for 
growing business."

- Casey S. , EVP - Industrial

"Great Tool to Streamline 
Sales QA Process."

- Alicia M. K. , Director of Firm Management

"I love the recordings are benchmarked and I can easily sort through calls to find what I'm looking for."

- Lowery Thomas, Investment Director

"MeetRecord automatically places all of our calls 
into an easily searchable bucket which we use 
to make sure our processes are followed 
and to coach our team. I like their support team and how they work diligently to ensure the platform completely met our needs."

- Alex Harmozi

"A dream when trying to self-assess and for coaching sessions.Very straightforward and easy to implement and on board too."

-  Hugh M. , Senior Account Executive

"One of the 3 tools absolutely needed in a sales team of a winning company!"

Chiara B. , Country Manager

"Easy, affordable, perfect for 
growing business."

- Casey S. , EVP - Industrial

"Great Tool to Streamline 
Sales QA Process."

- Alicia M. K. , Director of Firm Management

"I love the recordings are benchmarked and I can easily sort through calls to find what I'm looking for."

- Lowery Thomas, Investment Director

"MeetRecord automatically places all of our calls 
into an easily searchable bucket which we use 
to make sure our processes are followed 
and to coach our team. I like their support team and how they work diligently to ensure the platform completely met our needs."

- Alex Harmozi

"A dream when trying to self-assess and for coaching sessions.Very straightforward and easy to implement and on board too."

-  Hugh M. , Senior Account Executive

"One of the 3 tools absolutely needed in a sales team of a winning company!"

Chiara B. , Country Manager

"Easy, affordable, perfect for 
growing business."

- Casey S. , EVP - Industrial

"Great Tool to Streamline 
Sales QA Process."

- Alicia M. K. , Director of Firm Management

"I love the recordings are benchmarked and I can easily sort through calls to find what I'm looking for."

- Lowery Thomas, Investment Director

"MeetRecord automatically places all of our calls 
into an easily searchable bucket which we use 
to make sure our processes are followed 
and to coach our team. I like their support team and how they work diligently to ensure the platform completely met our needs."

- Alex Harmozi

"A dream when trying to self-assess and for coaching sessions.Very straightforward and easy to implement and on board too."

-  Hugh M. , Senior Account Executive

"One of the 3 tools absolutely needed in a sales team of a winning company!"

Chiara B. , Country Manager

"Easy, affordable, perfect for 
growing business."

- Casey S. , EVP - Industrial

"Great Tool to Streamline 
Sales QA Process."

- Alicia M. K. , Director of Firm Management

"I love the recordings are benchmarked and I can easily sort through calls to find what I'm looking for."

- Lowery Thomas, Investment Director

Frequently Asked Questions

How does MeetRecord’s CRM automation save time for sales reps?

By automatically filling CRM fields and logging call summaries, reps save hours of manual data entry and can focus more on closing deals

What type of call data does MeetRecord update in the CRM?

MeetRecord extracts key insights like buyer details, discussion points, objections, follow-ups, and decisions and updates them in relevant CRM fields

How does this improve sales forecasting?

With consistently updated and accurate data, sales leaders get a clear picture of the pipeline, making forecasting and decision-making more reliable

Can I still edit or add information manually in the CRM?

Yes! While MeetRecord auto-fills fields, sales reps, and managers can always edit, refine, or add additional notes as needed

Smarter Sales.
Faster Deals.
Bigger Wins with MeetRecord.

Get started now!