Meetingflow Sales and Customer Success Reps - Meetingflow
For Sales and customer success reps
Why do reps love Meetingflow?
Watch the demo to find to see why sales and CS reps love Meetingflow.
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6 tools in one to win customer meetings
Brings together your prep, notes, collaboration and follow up into one smooth workflow.
- Save hours each week
- Eliminates annoying CRM updates
- Automatically organizes your notes
- Streamlines and improves your prep
- Efficient and organized collaboration
Notes into Salesforce faster than your boss can whine about it
Blast your notes into Hubspot or Salesforce in one click. Slay custom fields and retain your formatting.
Reclaim your Friday afternoon by avoiding mass CRM updates
Meetingflow lets you easily update opportunities and accounts as you go. Goodbye pile of notes and dreaded updates.
Better prep in less time
Meetingflow automatically organizes related notes, helps you build your meeting plan and has templates for repeat meetings like demos and discovery calls.
Easy breezy collaboration
Winning is often a team sport. Collaborate in realtime on meeting plans, notes and follow up.
Use your existing flow
Integrates with Outlook and Google calendar so you can open any meeting in Meetingflow in one click. You don't even need to leave your calendar.