Meeting intelligence
Turn every meeting into actionable work
Transcripts, summaries, and tasks from ten providers—organized by client and ready for your team the moment the call ends.
7-day free trial · Card required · Not charged until trial ends
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 for transcripts, tasks & CRM
What sets us apart? Listening to your meetings
A focused workspace and compelling integrations—teams across moving, consulting, and SaaS rely on SmarterMeetings every day.
Foundation5
Muraway Movers
The Moving and Storage Experts
The Smartest Mover
Cloud Maven
Kugamon
Scale meeting intelligence with SmarterMeetings
From capture to CRM—everything your team needs after the call, in one workspace built for consultants, agencies, and sales teams.
- Ca
Capture
Unified meeting inbox
Pull meetings from every connected provider into one searchable list—with filters by client, provider, and review status.
- Re
Review
Transcripts & AI summaries
Read full transcripts, provider summaries, and run custom AI prompts to extract tasks or answer questions about a client.
- Or
Organize
Clients & projects
Tag calls to accounts, mark reviewed or unreviewed, and keep context findable for consultants and account teams.
- Ac
Act
Tasks that stick
Track action items across meetings, assign owners, and see open work from the home dashboard or dedicated tasks view.
- Co
Connect
Salesforce native
Log calls, link records, and push AI-suggested updates—without leaving the workspace or re-keying from notes.
- Co
Collaborate
Built for teams
Shared workspaces, SSO, seat billing, and owner tools so growing agencies scale without losing meeting history.
Integrations
Connect the tools you already use
Ten meeting providers plus Salesforce—synced into one workspace with API keys or OAuth where each vendor requires it.
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.
How it works
From the meeting room to your workspace
Real teams, real workflows—alternating the human side of meetings with the product that captures and organizes everything after.
Why SmarterMeetings
Every call, captured automatically
Whether you meet in Zoom, Teams, or the boardroom, transcripts and summaries flow into one workspace—no manual export.
Actual workspace · live account
In the product
Meetings inbox & detail
Search and filter across every provider, open a meeting, and work the transcript, summary, tasks, and Salesforce tab without leaving the page.
Meeting list & filters
Provider and client filters
Transcript & summary
Full meeting context
Tasks on the meeting
Action items in one place
For your whole team
Shared context for the whole team
Owners, consultants, and sales reps see the same meeting history, tasks, and client tags—no more siloed notes.
Actual workspace · live account
In the product
Home dashboard
See recent and unreviewed meetings at a glance, track open tasks, and jump back into client work from a single home view.
Recent meetings
What needs review
Sidebar navigation
Meetings, tasks, calendar
After the call
Client-ready follow-up
Organize conversations by account, surface open tasks, and push outcomes to Salesforce while details are still fresh.
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.
Meeting accounts
Fathom, Zoom, Teams & more
Salesforce & AI
CRM and model configuration
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.”
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.
Ready to make meetings smarter?
Create your workspace in minutes. Connect your first meeting provider and start your free trial today.