Record any call, get a transcript, and receive a structured summary with action items and follow-up tasks extracted automatically. Because notes land on the same deal, project, or customer record the meeting was about, nothing has to be copied across tools. The CRM knows what was agreed. The project has the action items. Your inbox has the follow-up draft.
No add-on tiers, no feature gates — this is what the module ships with, included in every plan.
Every recorded call produces a searchable transcript, attached to the deal or customer record it belongs to — not stored in a separate app that nobody checks.
AI distills each meeting into a brief summary with decisions made, blockers raised, and open questions — formatted for quick scan, not a wall of text.
Commitments made in the call become tasks in the project module with the right owner assigned — without anyone manually creating them after the meeting.
AI drafts the follow-up email from the summary and action list the moment the call ends — ready to send with one review, not written from memory twenty minutes later.
Next steps, agreed timelines, and new contacts mentioned in the call are surfaced for one-click update to the deal record — keeping the CRM current without manual data entry.
Transcripts label each speaker separately, so the summary correctly attributes who committed to what — useful for distributed teams and multi-stakeholder calls.
Otter and Fireflies are standalone recorders with no route into your CRM or project board — the notes land in their own app and the team still has to manually transfer everything.
Start free with VCard & Link-in-Bio. Turn on AI meeting notes and the rest of the catalog from one flat plan — no per-seat fee, ever.