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Meeting Assistant - Easy notes, tasks and events tracking tool

$20 USD per user per month Volume pricing (>50 users) - Please contact us!

Discounts available for nonprofits



Listed On


Latest Release



Sales Intelligence
Prepare agenda, capture meeting minutes & manage team's activities

Want to sell more in less time? Stop copying & pasting notes from paper to Salesforce. Meeting Assistant provides you with actionable agenda templates & questionnaires, reports, and instant object updates. Works from inside sales to field sales.

  • Real-time access to customer data - all discussion items during the meeting event are instantly available in Salesforce for reporting and management purposes.
  • Delivering a consistent sales message - customizable agendas and meeting templates allow you to define timing and target frame of each meeting, as well as create tasks based on customer interaction.
  • Keeping your employees motivated - let your team focus on selling and eliminate time-consuming in back office work. No more CRM data entry is needed.
Do you know how your employees spend their time in meetings? Have you optimized your sales process based on customer data from sales meetings? Has your Salesforce ever been out-of-date?####Meeting Assistant is designed to make all your interaction with clients from events to tasks, more efficient. Save your employee’s time and get instant customer data for reporting and management purposes.####* BENEFITS *## ✓ Real-time access to customer data for leading sales tasks## ✓ All information captured in meetings is instantly available in Salesforce## ✓ Instant reaction to signals from the field “Based on yesterday, use pitch #2 today”## ✓ Setting up polls for instant customer insight “Ask the customer’s reaction to morning news” -> need replacements/ clearer explanation## ✓ Lightning Ready - Works on all devices## ✓ Sales calls, face-to-face meetings and online meetings####Delivering a consistent sales message## ✓ All employees use the same optimized sales pitch, consulting tactic, and customer service process.## ✓ Agendas and meeting event templates provide clear structure and targets## ✓ Every meeting builds up the data pool and helps fine-tune the sales pitch


  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, Developer, and Performance EditionsProfessional & Up
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 15
  • Custom Applications: 1
  • Custom Tabs: 3

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
No additional system requirements


Additional Information

Package Name
Meeting Assistant
Summer 18 #3 / 3.19.2
First Release
Latest Release
Punos Mobile Ltd
Helsinki, Finland
+358 20 766 1890

Punos Mobile, based in Helsinki, Finland, makes software that improves the way people meet and take notes.

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