Meeting notes

Every sales call and customer meeting contains insights that disappear the moment the call ends. Reps forget details, notes are incomplete, and the rest of the team never hears what was said.

Meeting notes tools record your calls, transcribe them automatically, and create summaries you can share. The rep focuses on the conversation instead of typing.

Use meeting notes for sales calls where you need accurate records of what was discussed and promised. No more "I thought we agreed on X" disagreements.

Use them for customer research interviews where you need to capture exact language. The words customers use become your marketing copy.

Use them for internal meetings where decisions need to be documented and shared with people who couldn't attend.

Share call snippets with your team to spread customer insights. A 30-second clip of a customer describing their problem is more powerful than a summary.

‍

Automatic recording that starts when the meeting starts. Manual recording gets forgotten.

Accurate transcription, including speaker identification. You need to know who said what.

AI summaries that pull out key points, action items, and next steps. Good summaries save 15 minutes of review per call.

CRM integration that attaches notes to the contact or deal record. If notes live in a separate tool, they won't get used.

Fireflies is the most popular choice with strong HubSpot integration and accurate transcription.

Otter works well for general meeting notes but is less sales-focused.

Fathom and Grain are solid alternatives worth evaluating if Fireflies doesn't fit.

Check pricing based on your meeting volume. Some tools charge per user, others per recording minute.

Stop taking notes during calls. Let the tool handle transcription so you can be present in the conversation. The ROI is immediate - better notes, less admin, more insights shared across the team.