CRM integration for advisor meeting tools - AI tools

Jump is an AI meeting assistant specifically designed for wealth advisors. It automates note-taking, task creation, and compliance record generation from client conversations, integrating deeply with advisor CRMs.

• Free Trial
• From 75$

SmartMeetings.ai automates meeting tasks, providing call recording, automated notes, and key insights to boost sales and customer success performance. It streamlines workflows and enhances team collaboration.

• Paid
• From 24$

Optimize sales and customer success with Goodmeetings, an AI-driven meeting insights and automation tool designed for revenue teams.

• Paid
• From 50$

CustomerIQ is an AI-powered platform that automates CRM data entry, meeting notes, and administrative tasks while providing actionable insights to streamline sales cycles and customer relationships.

• Freemium
• From 65$

Spoke is an AI-powered call library that turns conversations into actionable insights, automating CRM updates and enhancing team productivity.

• Freemium
• From 24$

Briefly uses AI to transform your meetings into actionable summaries, insights, and follow-ups. It offers automatic transcriptions, AI-powered summaries, and seamless CRM integration.

• Freemium
• From 15$

adam.ai is a secure, intelligent meeting management platform that transforms how enterprises handle meetings from preparation to follow-up, featuring AI-powered tools for knowledge management, customized workflows, and comprehensive reporting.

• Contact for Pricing

Sonnet AI is a comprehensive meeting assistant that records calls, generates AI-powered notes, and manages relationships, enabling users to focus entirely on their meetings.

• Freemium

Klipy is a zero-admin sales CRM designed for service businesses, automating data entry, follow-ups, and client context management.

• Paid
• From 49$

Avoma is a comprehensive AI-powered platform that combines meeting assistance, conversation intelligence, and revenue intelligence to help businesses automate note-taking, improve sales coaching, and enhance revenue growth.

• Freemium
• From 19$

Clarity is an AI-powered meeting assistant that provides live transcription, automated note-taking, and follow-up management, integrating with existing work tools to enhance meeting productivity.

• Freemium
• From 20$

Mindy is an AI-powered productivity tool that leverages email to streamline meeting preparation, enhance CRM data, and provide actionable business intelligence.

• Freemium
• From 15$

KaraX.ai is an AI meeting assistant designed to improve productivity by providing intelligent summaries, action items, and searchable transcripts for meetings. It integrates with popular platforms like Google Meet, Zoom, and Microsoft Teams.

• Freemium
• From 10$

UpdateAI automatically records and analyzes customer conversations from platforms like Zoom and MS Teams, generating AI-powered notes, insights, and trends to boost revenue, reduce churn, and improve cross-functional collaboration.

• Free Trial
• From 39$

Univw provides a robust sales CRM platform designed to enhance business efficiency and drive growth for start-ups and small businesses.

• Contact for Pricing
• API

Streamline your sales process with Aardvark's automated SMS meeting reminders to dramatically reduce no-shows and boost deal closures.

• Free Trial
• From 10$

Kizunna is an AI sales co-pilot designed for revenue teams, automating note-taking during sales calls, providing recaps, coaching insights, and streamlining CRM updates.

• Contact for Pricing

Sync.AI is a comprehensive business communication platform that integrates and enhances calendar, calls, and email with intelligent data synchronization and automation capabilities.

• Contact for Pricing