Salesforce-native Meeting Minutes
Make Notes Usable in Salesforce
Smart Meeting Minutes is a Salesforce-native system that turns meeting outputs into consistent Meeting Minutes records.
Bring your own AI.
Keep Salesforce as the system of record.
Already TRUSTED by 1500+ Sales Users at a Fortune 500 Semiconductor Leader
Your revenue depends on conversations your CRM never sees
Sales teams make critical decisions in meetings — objections, risks, commitments, next steps.
But most of this information never makes it into Salesforce in a usable way. It lives in free-text notes, transcripts, external documents, or not at all.
As a result, CRM data looks complete, but it’s missing the context revenue teams actually rely on.
“39% of sales pros say accurate forecasting is hindered by poor data quality.”
— Trends in generative AI for Sales report
This creates:
Unreliable pipeline visibility
Churn
Inaccurate forecasting
Missed risks and opportunities
Broken AI analysis
The issue isn’t a lack of data — it’s a lack of structure.
Structure is what turns conversations into usable CRM data
That’s what Smart Meeting Minutes provides.
It’s a Salesforce-native system that turns meeting outputs — whether they come from AI summaries, transcripts, or manual notes — into structured, consistent Meeting Minutes records inside Salesforce.
This makes conversation data reviewable, shareable, and usable by revenue teams — without changing how meetings happen or introducing another AI system.
This is meeting data infrastructure — not another AI assistant.
What this means in practice
Meeting outcomes follow a consistent structure
AI outputs can be reviewed before becoming records
Salesforce remains the system of record
Conversation data becomes usable for forecasting, coaching, and analysis
All meeting data is stored in a form that’s ready for reliable AI analysis
How Smart Meeting Minutes works
A simple, Salesforce-native flow — no new tools, no new AI
Step 1 — Meetings happen as they already do
Sales teams meet using Zoom, Microsoft Teams, or in person.
Meetings are scheduled and organized the same way they always are — including through Outlook.
Smart Meeting Minutes doesn’t change how meetings are planned or run.
Step 2 — Meeting outputs are captured automatically in Salesforce
Smart Meeting Minutes runs natively inside Salesforce and automatically consumes meeting data via the Salesforce–Outlook connection.
This includes:
Meeting IDs and metadata
AI summaries generated by Zoom or Microsoft Teams
There’s no need to change how meetings are scheduled, invited, or managed.
No syncing.
No manual uploads.
No new workflows.
Step 3 — Summaries become structured Meeting Minutes records
When a summary is available, Smart Meeting Minutes turns it into a Meeting Minutes record inside Salesforce.
The record follows a consistent structure
AI-generated content can be reviewed and edited
This ensures accuracy, accountability, and trust.
Step 4 — Salesforce becomes usable for people and AI
Because Meeting Minutes are structured and stored natively:
Salesforce remains the system of record
Records are searchable, reportable, and auditable
Managers can review deals with real context
Existing AI and analytics tools can reliably work with the data
No additional data cleanup required.
Smart Meeting Minutes doesn’t generate insights — it ensures your meeting data is ready for the systems that do.
Designed to be easy to adopt
Smart Meeting Minutes is priced deliberately low because it’s designed to sit underneath your existing tools — not replace them.
There’s no new AI to license, no workflows to redesign, and no long rollout required. Teams can adopt it quickly, without budget debates or procurement friction.
Installed directly from Salesforce AppExchange in minutes.
All data stays inside Salesforce.
Pricing
$3 per user / month
No minimums. Cancel anytime.
Built for your whole REVENUE TEAM
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No extra Tool / No extra Objects / No Maintenance / No Safety Review / No complex integration --> NO HEADACHES
Salesforce Admins
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Data based Forecasting / Reliable deal signals / Standardized process / Early Risk detection / AI-ready Data
RevOps / SalesOps
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True Visibility into Customer Conversations / Better Coaching / Deal Risk detection / Renewal & Upsell early warnings
Sales Leaders
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Faster Follow-up / Better Collaboration / Shorter Prep.time / No admin
Sales Reps
What our customers say about Smart Meeting Minutes (Source: Appexchang reviews)
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![Five gold stars in a row with a blue warp background]()
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.
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![Five gold stars in a row]()
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.
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![Five gold stars in a row against a white background.]()
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.
Who’s Behind
Smart Meeting Minutes?
Built by Attention CRM Consulting
Salesforce Summit Partner. 350+ projects. Trusted across industries.
Salesforce Summit Consulting Partner since 2022 (partner since 2011)
350+ projects | 250+ clients | 92 certified experts | 348 certifications
Specialists in: Sales, Service, Marketing, CG Cloud, Field Service, Account Engagement
Trusted by Lenovo, Micron, GE, Clearwater, Grain & Protein Technologies
HQ in Hungary, delivering across 3 continents, 100% Salesforce-native delivery team
Expertise across all industries – from telco to manufacturing to fintech
Smart Meeting Minutes is our flagship AppExchange product
Make meeting data usable in Salesforce
If Smart Meeting Minutes looks like a fit, you can install it directly from Salesforce AppExchange and evaluate it in your own Salesforce org.
What to expect
30-day free trial in Prod or Sandbox via Salesforce AppExchange
Fully self-service install, with optional onboarding if needed
Salesforce-native, enterprise-ready, with support available
Built by a Salesforce Summit Partner — custom extensions possible
Installs in minutes via Saleforce Appexchange
If you have questions or specific requirements, we’re happy to help.
What’s Under the Hood.
Native Salesforce App
No external systems needed
Works inside Sales & Service Cloud
Fast Deployment
Up & running in under 2 weeks
Minimal admin involvement required
Flexible Configuration
Template & summary customization
Compatible with any Salesforce org
Secure Architecture
GDPR-ready, ISO 27001 aligned
OAuth2 & role-based permissions