Finally, everything talks

Log call notes to your CRM, track client interactions, and create tasks from phone commitments.

Sync meeting notes and action items directly to Advyzon from your meetings.

Take notes during WebEx meetings and sync insights across all connected platforms.

Convert phone calls into structured notes, sync to client records, and track conversations.

Push meeting notes, action items, and client data to Dynamics 365.

Capture notes for phone calls, log to CRM, and trigger follow-up workflows automatically.

Read emails for meeting context, send AI-drafted follow-ups, and track client communications.

Capture notes from GoToMeeting sessions, create tasks from commitments, and update client records.

Pull meeting details for prep, coordinate scheduling across teams, and attach notes to calendar events automatically.

Connect to Google Meet sessions for note-taking, track attendees, and push summaries to your tech stack.

Push meeting notes and action items to HubSpot contacts, companies, and deals.

Capture notes from face-to-face meetings and sync scheduling, follow-ups, & action items across your tech stack.

Sync calendar events for meeting prep, find scheduling slots, and book follow-up appointments seamlessly.

Take notes during MS Teams meetings discreetly and sync action items automatically.

Sync client meetings to Mili, check availability for scheduling, and load client info for each meeting.

Access client info for meeting prep. Sync notes, tasks, and client data to Practifi.

Access client info for meeting prep. Sync notes, events, and compliance tracking to Redtail contacts and activities.

Capture real-time notes & action items on phone calls and sync notes to client profiles automatically.

Access client details for meeting prep. Sync notes and workflows to Elements.

Push meeting notes and tasks to Salentica Engage contacts and households.

Access client data for meeting prep. Sync notes, tasks, and action items to Salesforce.

Access client data for meeting prep. Sync notes, tasks, and action items to Salesforce FSC.

Access client accounts for meeting preparation, open accounts, create trades, and manage fees in TradePMR straight from your Mili meetings.

Capture notes from phone conversations to client profiles and automate follow-up workflows.

Access client info for meeting prep. Sync notes, tasks, and workflows to Wealthbox.

Access client details for meeting prep. Sync notes, tasks, and workflows to XLR8.

Capture meeting notes from Zoom calls without bots joining, sync action items, and automate follow-ups.

Update client profiles, life events, and fill out any eMoney form automatically from your meetings.