The summary of the call is spot-on, covering all the crucial topics in a clear and concise manner.
It doesn't need require much to start using, it's simple to plug-in to your calendar and CRM - I didn't need support from IT and other folks.
It has a very well-built "action item" list; it assigns ownership of the task and details.
Its functionality allows easy sharing with other folks so they can use the information, and it seamlessly logs my notes in Hubspot.
It's not just the hours a day that it saves me and my team, but the peace of mind during the calls knowing I can focus on the client and not be desperate taking notes, worried I'll miss something. I can now be fully engaged and still have good notes!
I use it for all my meetings, internal and external, everyday - it makes a huge difference and my colleagues quickly adopted it.
KD
Kirsten D.
VP of Customer Success | Championing Adoption and Advocacy | Crushing Churn
Two things/ One, the speed at which meeting recaps are created and published to our CRM, which has been game changing for productivity, efficiency, communication and collaboration. Second, the global, cross-customer portfolio insights to help leadership understand themes around advocacy, opportunity and risk.
I really like how I can really interact with my clients in the call without haveing to take my own notes. I can use keywords for action items and follow-up tasks. I also like the convience of recaps for prepping for my next call as well as sending out recaps following a call.
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What is UpdateAI?
Smart Meeting Summaries™ that save you time. UpdateAI is #1 in automated recaps of post-sales calls (powered with ChatGPT).
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