Meeting summaries

Meeting summaries that stay connected to the client.

Summaries, decisions, and owners stay in the portal and remain linked to the CRM client instead of scattering across inboxes.

Open client workspace Proposals

Summary flow

01

Conversation ends

A summary is generated manually or by the future automation path.

02

It is registered

The summary links back to the relevant client and project.

03

Client reopens it

The client can revisit the summary and share it with their team.