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$

GReminders is an end-to-end meeting management platform offering automated scheduling, appointment reminders via SMS, email, or phone, and an AI notetaker to streamline workflows. It integrates seamlessly with popular calendars and CRMs to reduce no-shows and administrative tasks.

• Freemium
• From 10$

Learners.ai provides advanced CRM solutions, focusing on seamless integration, optimization, and automation to enhance business efficiency and growth across various industries.

• Contact for Pricing

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$

Salesroom is an AI-powered video conferencing platform designed for revenue teams, offering real-time sales coaching, buyer engagement insights, and performance analysis to enhance sales effectiveness and efficiency.

• Free Trial
• From 29$

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$

Kronologic uses AI to automate scheduling and customer meeting orchestration for businesses, freeing up sales teams by handling outreach, negotiation, and booking.

• Paid
• From 100$

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$

Duo.Computer is an AI-powered assistant designed to streamline note-taking for meetings, automatically organizing information and integrating with CRMs like Salesforce and HubSpot.

• Freemium
• From 39$

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$

Lucid Meetings offers advanced meeting management software designed to streamline team collaboration, enhance meeting productivity, and support businesses of all sizes with effective tools and integrations.

• Freemium
• From 13$

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

Immediately is an AI-driven sales assistant that unifies email, calendar, and Salesforce data, empowering sales teams to make informed decisions and streamline pipeline management on the go.

• Freemium
• From 29$

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