Recordings → notes → tasks
Turn meeting recordings intoactionable notes and tasks.
You already capture the call in Fathom, Fireflies, Zoom, or Teams. SmarterMeetings pulls every transcript into one workspace—readable summaries, AI-extracted action items with owners, and client tags—so follow-up happens in minutes, not buried in a recorder dashboard.
7-day free trial · Card required · Not charged until trial ends
- Recordings → tasks
- 10 meeting providers
- 7-day free trial
Team collaborating in a conference room
10
Meeting providers supported
7-day
Free trial on every plan
3
Plans for solo to team
1
Workspace from recording to task
Get started
Your next recording could be tasks by tomorrow
Connect Fathom, Fireflies, or Zoom, let sync run, and open the meeting—summary, transcript, and AI-suggested action items in one workspace.
Customers
Teams that turn recordings into follow-up
Consultancies, agencies, and SaaS operators use SmarterMeetings to finish what their notetakers start—actionable notes and tasks in one workspace.
7-day free trial · Plans from $25/month
Platform
Recordings in. Notes and tasks out.
SmarterMeetings does not replace your notetaker—it finishes the job. Sync the recording, read the recap, commit the work, and optionally push to Salesforce—one workspace for consultancies, agencies, and revenue teams.
Sync
Recordings flow in automatically
Connect Fathom, Fireflies, Zoom, Teams, and seven more providers—sync on a schedule or on demand. Every recording lands in one inbox so your team stops hunting across notetaker dashboards.
Notes
Actionable notes, not raw audio
Read provider summaries beside full transcripts—or run custom AI prompts to produce a recap your team can skim in minutes. Turn an hour-long recording into structured notes without copy-paste to Google Docs.
Organize
Tagged by client, ready to find
Assign every call to the right account, mark reviewed or unreviewed, and keep a durable timeline per client—so when the account lead changes, the notes and tasks stay put.
Tasks
From transcript to owned work
AI extracts action items from the recording—you edit owners and due dates, then commit. Track everything in one task list tied to the meeting and client, so commitments don't die in minute 42 of the transcript.
CRM
Push follow-up to Salesforce
When notes and tasks are clear, log the call in CRM—link Accounts and Opportunities and approve AI-suggested field updates from transcript context. No retyping from your notetaker on Personal Pro and Team plans.
Collaborate
Built for teams
Shared workspaces, Google and Microsoft SSO, seat billing, and owner admin tools so growing agencies scale meeting intelligence without siloed personal recorder accounts.
Built for agencies, consultants, and revenue teams. Explore use cases →
Get started
See it on your next meeting
Start a free trial and connect Zoom, Teams, Google Meet, or any of our ten providers—transcripts, tasks, and CRM in one place.
Integrations
Where your recordings already live
Connect the notetakers and platforms you record with today—SmarterMeetings pulls transcripts in so you can turn them into notes and tasks, not another silo.
Meeting providers
Fathom
API key
Fireflies
API key
Google Meet
OAuth
Loom
API key
MeetGeek
API key
Microsoft Teams
OAuth
Otter
Bearer / OAuth
Webex
OAuth
Whereby
API key
Zoom
OAuth
CRM connection
CRM
Salesforce
Log calls, link Accounts and Opportunities, push summaries as tasks, and apply AI-suggested field updates from meeting context.
Connect providers in Settings after you create your workspace. Salesforce is included on Personal Pro and Team plans.
Get started
Plug in your stack today
OAuth and API keys where each vendor requires it—no rip-and-replace.
How it works
From recording to done
Your notetaker captures the call. SmarterMeetings turns it into notes you can skim, tasks you can assign, and follow-up your team can trust—here is what that looks like in practice.
Step 1 · Sync the recording
The recording is already done
Your notetaker captured the call—SmarterMeetings syncs the transcript and summary on a schedule you control. No manual export, no forwarded recap links, and no wondering which dashboard holds last quarter's discovery call.
Actual workspace · live account
In the product
One place to finish the recording
Open any synced call: read the summary, scan the transcript, approve AI-suggested tasks, and mark it reviewed—turn a raw recording into notes and owned work without leaving the meeting page.
Meeting list & filters
Provider and client filters
Transcript & summary
Full meeting context
Tasks on the meeting
Action items in one place
Step 2 · Share the context
Shared context for the whole team
Owners, consultants, and sales reps see the same meeting history, tasks, and client tags—so handoffs don't depend on someone's personal Notion or inbox when they're on PTO.
Actual workspace · live account
In the product
A queue of calls waiting to become tasks
Home shows recent and unreviewed recordings at a glance—your team's Monday ritual is clear: sync came in, summary is ready, now assign clients and commit the action items.
Recent meetings
What needs review
Sidebar navigation
Meetings, tasks, calendar
Step 3 · Read actionable notes
Notes your team can act on
Skim the AI summary, jump to the transcript when you need proof, and tag the call to the right client—structured notes instead of a wall of raw text sitting in Fathom or Fireflies.
Actual workspace · live account
In the product
Settings & integrations
Connect meeting providers, AI keys, Salesforce, and sync schedules—everything admins need in one settings hub so new hires focus on clients, not integration archaeology.
Meeting accounts
Fathom, Zoom, Teams & more
Salesforce & AI
CRM and model configuration
Step 4 · Commit the tasks
Tasks with owners, not vague promises
AI suggests action items from the recording—you edit names, owners, and due dates, then commit. Every commitment lives in one task list tied to the meeting and client.
Actual workspace · live account
In the product
Tasks & calendar
Track open action items from the dashboard, see what's on the calendar from connected accounts, and close the loop before the next client touchpoint—without a separate project tool.
Open tasks
Across every synced meeting
Upcoming meetings
Calendar with join links
Get started
Ready to turn your next recording into tasks?
Connect a meeting provider in minutes. Your next call can land as a summary, owned action items, and client-tagged history—not another forgotten transcript.
Lifestyle photography from Unsplash
Customer stories
What our customers say
Teams across moving, consulting, and SaaS use SmarterMeetings to stay on top of every client conversation.
“We run dozens of client calls a week. SmarterMeetings finally gives us one place for transcripts, tasks, and Salesforce updates—our reps actually follow up now.”
“Connecting Fathom and Zoom into the same workspace saved hours of hunting through inboxes. The client tagging alone changed how we prep for engagements.”
“Pushing meeting summaries into Salesforce as completed tasks means our pipeline stays current. It is the first meeting tool the whole sales team adopted.”
Get started
Your team’s next meeting is already on the calendar
Capture it in SmarterMeetings before the follow-up slips.
Pricing
Simple, transparent plans
Choose the plan that fits how you work. Upgrade anytime from Settings in the app.
| Personal Starter$25/month | Personal Pro$45/month | Team$50/seat/month | |
|---|---|---|---|
| Price | $25/month | $45/month | $50/seat/month (4-seat minimum) |
| Meeting providers | 2 per user | 5 per user | 5 per user |
| Salesforce | |||
| Seats | 1 user | 1 user | Min. 4 billed seats |
| Free trial | 7-day trial (card required) | 7-day trial (card required) | 7-day trial (card required) |
- *All plans include a 7-day free trial. A card is required; you are not charged until the trial ends.
- *Team plans require a company email domain (not Gmail, Outlook, etc.).
- *Team billing quantity follows active team members, with a 4-seat minimum.
Learn more
Explore our topic guides, integrations, and comparison articles.