For consultants
Walk into every client call knowing where you left off.
Consulting work runs on what was agreed in the last conversation. Keep each client meeting, the decisions made and the follow-ups you promised attached to the people and company involved.
For independent consultants and advisors who juggle several client relationships and need the last conversation on hand before the next one.
Start your 7-day free trialThen US$99/year. Card required. Cancel before the trial ends to avoid a charge.
A workflow for your day
- 01
Record the client call
Use the Chrome extension for supported Meet, Zoom or Teams browser calls, or the Mac recorder for audio on your Mac. No bot joins. Let participants know before recording.
- 02
Review decisions and attendees
In Meeting Inbox, check the transcript and edit the AI summary, key points and action items. Review calendar attendee matches and link the meeting to the right client contact and company.
- 03
Commit to the follow-ups
Choose which action items become tasks and add due dates. Before the next call, review Tasks and open the client company for linked people and meeting history.
From client call to follow-up
Summaries shaped to your work
Use meeting summary templates to set what the AI focuses on, such as decisions, open questions or next steps. Summaries are drafts you review and edit.
Client context in one place
Keep the company, its people, notes, attachments and past meetings together, so preparation means opening one record rather than searching old documents.
Calendar context, read-only
Add an ICS calendar feed to see today's client meetings and matching contacts. Feeds are read-only; TaliCRM does not change your calendar.
A few practical questions
How do I prepare for the next client call?
Open the client contact or company to review past meetings, notes and attachments, then check Tasks for the follow-ups you chose. Add a read-only calendar feed to see upcoming meetings and matching contacts.
Can I correct the AI meeting notes?
Yes. Edit the summary, key points and action items in Meeting Inbox. Check them against the transcript or recording before posting, since AI output can contain mistakes.
How do action items become tasks?
In Tasks, choose the meeting action items you want to track and optionally add due dates. The tasks retain their meeting context. You decide which suggestions become commitments.
Can I record in-person client meetings?
Yes. Record using the microphone in a supported phone browser, or upload an existing audio recording. Let participants know before recording.
Keep every client conversation and commitment together
7 days free. Then US$99/year.