Smart Meeting Minutes | Save time with the power of AI

I would highly recommend SMM

We’ve used Smart Meeting Minutes for over 5 years and it has been an invaluable tool for capturing, distributing, and storing meeting minutes directly in Salesforce. Key highlights from our experience: Seamless integration with Salesforce, making it easy for teams to adopt without extra training. Time-saving automation for generating and sharing minutes, which reduced manual work. Compliance-friendly storage of meeting records within Salesforce, ensuring proper governance. Outstanding support – the SMM team (especially Tamás and Agnes) have always been responsive, professional, and helpful whenever we needed guidance. For anyone looking for a meeting minutes solution that is robust, easy to use, and backed by a great support team, I would highly recommend SMM.

Easy to set up, even easier to use

We are using the basic functionalities for collecting meeting minutes and assigning tasks, for a better overview of our f2f and online interactions. The users did not require heavy trainings and the solution was used almost immediately.

Smart Meeting Notes – A Game Changer for Our Sales Team

Before Smart Meeting Notes, our Sales team used Microsoft Word to write up customer meeting notes, then emailed them to the Executive team. It worked, but it was all outside of Salesforce—so the VP of Sales had no easy way to see what was going on. Now, with Smart Meeting Notes, everything happens right inside Salesforce. Sales can enter notes quickly, send a clean PDF to the Executive team, and the VP of Sales has full visibility into meetings and follow-ups. One of the team’s favorite features is the ability to assign action items—not just to people inside our company, but to customers too (like the buyer). That’s been super helpful. We’re really happy with how it’s working so far and excited to see what future updates bring.

Great App! Great Company!

Great App! Saves our sales a lot of time.

Great app, great customer service, highly recommend!

The installation of the app is quick and its easy to use. The interface is self-explanatory, but when we had a few questions while using it, the customer support team responded immediately and even gave us a video call to show us how to get the most out of the app. Our sales team loves using it and our commercial director can also keep track of meeting minutes records on a dashboard through various reports.

Poor Customer Service

The solution could work for our team, but during the free trial session, I had some questions and needed assistance with set up, but I couldn't get anyone to respond to my emails. I sent an email on 4/28/22 requesting help and have still not gotten a response (5/12/2022). Now I can't get the application to uninstall. It is very frustrating.

Smart Meeting Minutes

After the installation our meeting procedures became so much easier thanks to the templates, and we can delegate tasks from the app. Highly recommend!

Smart Meeting Minutes - Great App!

Great App! Saves our sales a lot of time. Built in templates are super useful during the meetings, they provide a guideline for the meeting.