Meeting AI captures your meetings, transcribes them and pulls out a clear summary and the actions to follow up. That means you can focus on the conversation and let CRMit handle the note taking. Here is how to use it.
From the CRMit menu on the left, open Meeting AI.
Start a new recording for a live meeting, or add a recording you already have so CRMit can process it.
CRMit transcribes the audio and produces a summary of what was discussed. Give it a moment to finish.
Read through the summary and the actions it has picked out. Tidy anything up so the notes read exactly how you want.
Share the notes with your team, or link them to the related customer or job so the record stays with the right account.
Tip: Turn meeting actions into tasks so nothing agreed in the room gets lost afterwards.
Keep every conversation and its follow-ups joined up across CRMit.
Book a quick demo and we will show you how to bring your emails, calls and messages together in CRMit.