Meeting Management Software
Schedule, run and log customer meetings in one flow — with notes, attendees and outcomes written straight back to the customer record.
Overview
Meetings pull together the scheduling, the invite, the agenda and the follow-up in one place, all tied to the customer they concern. Reps set up a meeting from the deal or contact, and attendees, links and reminders are handled for them.
After the meeting, notes, decisions and next steps are captured on the same record, so the whole team sees what was agreed. The Flow-Cognition Agent can summarise outcomes and create the follow-up tasks, keeping the deal moving without extra admin.
Explore Customer Relationship Management →- ✓ Schedule meetings from any record
- ✓ Agendas, attendees and links in one place
- ✓ Notes and outcomes logged to the record
- ✓ Automatic follow-up tasks
- ✓ Reminders to every attendee
- ✓ AI meeting summaries
Everything Meetings gives you
One-click scheduling
Set up a meeting from a deal or contact with attendees and a link attached.
Agendas and notes
Prepare an agenda and capture notes and decisions on the same record.
Attendee reminders
Everyone invited gets timely reminders so meetings start on time.
Next-step tasks
Turn meeting outcomes into assigned follow-up tasks in a click.
AI summaries
The Flow-Cognition Agent drafts a summary and action items after the meeting.
Full meeting history
Every past meeting for a customer stays visible on their timeline.
How the agent works with Meetings
The Flow-Cognition Agent runs a real loop on your Meetings data — grounded in your records, governed and logged.
Sense
Reads the agenda, notes and attendees.
Decide
Picks out decisions and action items.
Act
Writes the summary to the record and creates follow-up tasks for each owner, with every step logged.
Five-tier model routing · field-level permissions · full audit trail. See the AI layer →
Live in four steps
Schedule
Create the meeting from the relevant deal or contact.
Prepare
Add an agenda, attendees and the joining link.
Host
Join from the record with the agenda and customer history in view.
Log
Notes, outcomes and follow-up tasks save to the record.
Where teams put it to work
Account executives
AEs run discovery and negotiation meetings with agenda and history in view, then log outcomes to the deal.
Customer success
CS teams hold review meetings and capture agreed actions on the account record for accountability.
Consultative sellers
Complex sales keep every stakeholder meeting and decision on one timeline across a long cycle.
The payoff
Nothing lost after the call
Notes and actions write back to the record automatically.
Aligned teams
Everyone sees what was agreed and what happens next.
Less admin
AI summaries and auto-tasks cut post-meeting paperwork.
Full context
Prior meetings and history are ready before you join.
Questions, answered
Yes. Create a meeting directly from a deal, contact or company, and it attaches to that record with attendees, agenda and joining link.
Notes, decisions and outcomes are captured on the meeting and stored on the customer's timeline, so the whole team can see them.
You can turn agreed actions into assigned tasks in a click, and the Flow-Cognition Agent can generate them from the meeting summary.
Everyone invited receives reminders before the meeting, helping ensure attendance and a prompt start.
Appointments focus on self-service booking of a slot, while Meetings cover running the conversation itself, its agenda, notes and outcomes on the record.
Related capabilities
Lead Management Software
Every enquiry from every channel lands as a scored, owned lead on one customer record — so sales always works the hottest first.
Deal & Opportunity Management
See every opportunity on a visual pipeline, forecast with confidence and move deals to close without losing a single step.
Contact Management Software
One shared, always-current record of every person you deal with — with their full history of calls, messages and deals in a single view.
Company & Account Management
Every account in one place — with its people, deals, tickets and full history rolled up so you see the whole relationship at a glance.
Sales Activity Tracking
Calls, emails, tasks and meetings logged automatically on a single timeline — so nothing slips and every next step is clear.
Appointment Scheduling Software
Let customers book time that works, sync it to every calendar and cut no-shows with automatic reminders — all on the customer record.
See Meetings in your workflow
Start free, or get a guided walkthrough with our team — on the one platform that runs Customer Relationship Management and your whole business.