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AI Meeting Assistant for Customer Success

Run effective customer meetings

Transcribe customer calls and take notes on the fly, so you never miss a detail.

Works with

Save up to 30% of your team's time by cutting out unnecessary meetings, boost sales revenue by 35% and hire talent 2x faster.

Your Personalized AI Sales Assistant

A single platform to record calls, collaborate on deals, and coach your sales team for success.

Sales Leaders

Gain actionable sales insights and analytics from your team's calls to optimize your sales strategy and deliver timely coaching.

Sales reps

Record and analyze your sales calls to gain insights into sales progress, understand clients' needs and pain points, and close more deals.

Account Managers

Access detailed records of client interactions through searchable transcripts and data-driven insights, enabling you to detect risks and opportunities early on.

Sales Process Automation

Auto-sync notes into your CRM

MeetGeek matches meeting notes  with relevant deal, company, and contact information, ensuring your team has an up-to-date context and interaction history with each lead.

meetgeek meeting notes integrated with hubspot crm

Don't let details slip away

Capture and review critical feedback from your customers and turn it into actionable improvements for your product or service.

Share and save feedback in the form of video highlights into one single searchable repository that is easy accessible to engineering, marketing or sales.

> Learn more about Highlights & Keyword Detection

Share customer feedback with the team

Remove information silos and enable product and marketing teams to stay in sync with feature requests and customer feedback.

Automatically collect and share evidence about customer's reaction to pricing, usability or new updates using keyword highlights.

Coach your CS team for success

Revisit your team's conversations with customers and coach yourself or teammates for success.

Share successful meeting templates with the entire team to increase the effectiveness of your interactions with customers.

> Learn more about Team Collaboration

An absolute lifesaver. Shows up to meetings with or for me, records all notes for my review later - Don't have to remember to hit record, never get details wrong or miss an action step!

Brit B.

Customer Success Manager @ Ntirety

The features you wish video meeting platforms had, but do not.

Matthew W.

CEO @ Rapid Alpha

The perfect safety net! I love the transcription feature. This feature has saved me countless times and will continue to do so. It allows us to keep everyone in the loop when someone misses a meeting.

Trevor S.

Director of Client Service & Operations @ MindsetGo

An absolute lifesaver. Shows up to meetings with or for me, records all notes for my review later - Don't have to remember to hit record, never get details wrong or miss an action step!

Brit B.

Customer Success Manager @ Ntirety

The features you wish video meeting platforms had, but do not.

Matthew W.

CEO @ Rapid Alpha

The perfect safety net! I love the transcription feature. This feature has saved me countless times and will continue to do so. It allows us to keep everyone in the loop when someone misses a meeting.

Trevor S.

Director of Client Service & Operations @ MindsetGo

Empowering sales teams to focus on what matters most

Keep evidence of what was said

Maintain precise and searchable records of your sales calls, ensuring every key point, dispute, and action item is documented.

Track playbook adoption

Gain transparency into how well your team members follow the playbook, identify areas for improvement, and ensure the consistent application of best practices.

Onboard new reps faster

Build a Team Library of all sales calls to make it easy for new members to adopt best practices from day one.

Uncover opportunities for upselling

Identify opportunities for upselling by extracting customer needs, preferences, and potential interest in additional products or services from your sales meetings.

Get notified of important keywords and mentions

Keep your team updated with timely alerts whenever key topics, such as competition or feature requests, are mentioned during your sales calls.

Less Meetings + Sharing =  Better Alignment

Make key information easily accessible, shareable, and available for on-demand rewatching. Share highlights with your team to align on customer’s needs, requirements, and deliver the right solution.

Request Demo

Share first-hand data on customers’ needs

Discover what your customers really want by accessing the transcripts of your sales team's calls and refining the messaging accordingly.

Ensure seamless collaboration with your Sales and Customer Success teams. Set up workflows to be notified whenever a customer mentions they are ready for a case study or a potential partnership during a meeting.

Learn more

Increase customer retention & satisfaction rate

Gain deeper insights into customer needs and pain points through detailed call transcripts.

Facilitate seamless collaboration with your Sales and Support teams by setting up alerts for key customer milestones, enabling you to proactively address issues and celebrate successes, ultimately driving long-term customer loyalty and growth.

Learn more

hubspot meeting notes

Enable your team to win more deals

Focus on high-quality conversations with prospects while meeting notes are automatically captured and synced into your CRM.

Access sales call records, past meeting trends, and insights to coach yourself and your team effectively. Provide timely training whenever needed, increasing revenue per rep by 35% and reducing new member onboarding time by 50%.

Learn more

Align your product roadmap with your customers' needs

Discover what your customers truly want, clarify feature requests, and increase the agility of your team and product roadmap.

Maintain a searchable repository of decisions from your engineering calls, automate task creation, and repurpose knowledge transfer sessions into valuable onboarding content and technical documentation.

Hire the best through engaging interviews

Focus on candidates' competencies and non-verbal cues, while MeetGeek handles the note-taking. Reduce hiring decision time by 40% by sharing key moments with hiring managers.

Coach your team to ask the right questions during interviews and see how they improve over time.

Learn more

MeetGeek provides SMBs and Enterprises with advanced admin controls, branding, and migration support.  
Start free or contact us for a tailored demo.

Request Demo

Seamlessly integrate with your tool stack

Keep using your favorite tools while Meetgeek automatically syncs your client's meeting content and key highlights with HubSpot and wherever else the team gets work done.

  • Google Calendar & Microsoft Outlook
  • Document repos (e.g. GDrive)
  • Collaboration (e.g. Slack)
  • CRMs (e.g. HubSpot)
  • Task management (e.g. Trello)
  • 2000+ apps through Zapier
Works with

Your data, our priority

Enterprise-level data security for every user.

256-bit AES and 256-bit SSL/TLS encryption

Security logging, uptime monitoring, and system availability metrics

Coding practices based on the OWASP Top Ten

Penetration tests by security experts

Regular impact assessments

SOC 2 Type II

Service Organization Control Report

Business Associate Agreement

Business Associate Agreement for HIPAA Compliance

GDPR

General Data Protection Regulation

CCPA compliant

California Consumer Privacy Act

Connect MeetGeek
with your favorite tools

Speed up your workflow by connecting
MeetGeek to tools your already use.

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Turn meetings from a necessary evil into a positive and rewarding experience

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screenshot of two people meeting online and record their conversation with AI assistant