Paste a meeting link and the CRMit notetaker joins the call — Zoom, Microsoft Teams or Google Meet. It records, transcribes speaker by speaker, writes the summary and action items, and files the lot against the customer. You just run the meeting.
The CRMit notetaker appears in the participant list like any other attendee, so everyone on the call knows the meeting is being minuted — professional, transparent and courteous to your customers. Send it in on the spot or schedule it to join a future meeting on time.
🎙️ Acme Ltd — quarterly review
CRMit Notetaker joined the meeting
Recording & transcribing · 3 participants
📝 Notes ready — seconds after the call
✓ Renewal agreed at current rate
✓ Action: send updated SLA — Paul, by Friday
✓ Action: intro to ops team — Jess
Full recording with a speaker-by-speaker transcript, ready seconds after the meeting ends.
A clear summary plus key points, decisions and action items with owners — written for you.
Link the meeting to a customer and it lands in their record and recent activity timeline.
Attach recordings to the appointment they belong to, so context is never lost.
The audio (and optionally video) is archived to your CRMit files to listen back any time.
No extra seats or licences — metered per recorded minute from your CRMit wallet.
The moment the meeting ends, the transcript and recording appear on the customer’s record — and the AI notes follow with the summary, decisions and who-does-what. No typing up, no “what did we agree?”, no lost actions.
⏱️ How it works
1 · Paste the meeting link
Zoom, Teams or Meet — link a customer if you like
2 · The notetaker sits in
Records & transcribes under your business name
3 · Notes on the record
Transcript, summary & actions filed to the customer
Book a demo and watch the notetaker join a live call, write the notes and file them against the customer — before the call is even over.