Meeting notes & follow-up
Remember the meeting. Know what comes next.
Keep the recording, the people and the next steps together. TaliCRM turns meeting audio into notes you can review and connect to your contacts.
For consultants, founders and relationship-focused teams who move from one conversation to the next.
Start your 7-day free trialThen US$99/year. Card required. Cancel before the trial ends to avoid a charge.
From start to next step
- 01
Record the conversation
Use the Chrome extension for supported browser calls, the Mac recorder for audio on your Mac, or your phone for in-person meetings. No bot joins the call.
- 02
Review the notes and people
Read the transcript, summary and draft action items in Meeting Inbox. Review calendar attendee matches and link or create contacts for people you have not saved yet.
- 03
Choose what happens next
Post the reviewed meeting to your CRM and turn selected action items into tasks with due dates. Return to the original conversation when you follow up.
The details stay connected
People matched by email
Read-only calendar feeds bring in events and attendees. Known emails match contacts; ambiguous matches stay yours to resolve. Save a new email against an existing contact without replacing their primary email.
Keep the useful audio
Trim the extra time after a call or split one long recording into two. Review short recordings and select the ones you want to delete.
Context for the next conversation
Keep meeting history alongside contact and company context. Review summaries and action items before posting, and choose which items become tasks.
A few practical questions
Does TaliCRM send a meeting bot?
No. The Chrome extension records supported Google Meet, Zoom and Teams browser calls, and the Mac recorder captures audio on your Mac. Let participants know before recording.
Can I match attendees who are not in my contacts?
Yes. Link their calendar email to an existing contact, or create a new contact with an optional LinkedIn lookup. Review the available details before saving. TaliCRM remembers the email for future matching.
Are tasks created automatically from every action item?
No. AI drafts action items for you to review. Choose the items you want to turn into tasks and add a due date if needed.
Does calendar integration change my calendar?
Calendar feeds are read-only. They bring events and attendees into TaliCRM; this is not two-way Google Calendar or Outlook sync.
Keep the next conversation connected.
7 days free. Then US$99/year.