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SmartNotes AI — Dynamic Notetaker

SmartNotes AI

Dynamic Notetaker

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  • AI-Powered Memory – Capture, summarize, and organize every meeting or idea instantly.
  • Seamless Sync – Connects with Zoom, Google Meet, and Teams to record, transcribe, and summarize conversations automatically.
  • Action-Driven Notes – Turns meeting content into structured tasks, objectives, and reminders for teams.
SmartNotes AI Screenshot

Core Offerings

Auto Transcription – Capture every word from meetings and calls with accurate AI-powered transcription.
Meeting Summaries – Get concise, structured summaries of key points and decisions.
Action Item Tracking – Automatically extract tasks, deadlines, and follow-ups.
Smart Organization – Store and categorize notes by project, client, or topic.
Search & Recall – Instantly retrieve past conversations and notes with AI-powered search.
Collaboration Ready – Share notes and action items seamlessly with your team.

Applications

Agencies – Keep client meeting notes organized and shareable across teams.
Service Companies – Track customer calls and follow-ups without missing details.
SaaS & Startups – Capture investor meetings, demos, and product feedback automatically.
Consultants & Coaches – Summarize discovery calls and highlight client action items.
Enterprises – Standardize note-taking and summaries across departments.
Education & Training – Record lectures, workshops, and sessions with instant summaries.

All Analytics Are Centralized

Automated Advisory Growth Dashboard

A unified hub to view metrics, track performance, and manage all AI systems — from InboxGold and CallMate to Revenue and LeadCloud — all in one dashboard.

Client Portfolio

142 Clients Managed

+15% New Clients last quarter

Recent Clients: T1, GD, FS, SP, VP, +8

Sales Pipeline

  • AI Prospecting
  • Discovery Call
  • Solution Presentation
  • Proposal Review
  • Agreement

Performance Overview

+25% ROI Growth

88% AI Efficiency

+6% improvement this month

InboxGold AI

AI-driven personalization and outreach for maximized engagement.

Active Campaigns: 6
Messages Sent: 834
Response Rate: 42%

CallMate AI

Automated scheduling and intelligent call management.

Leads Processed: 54
Calls Scheduled: 38
Conversion Rate: 70%

Revenue & Key Metrics

Revenue Growth: 25%

Client Retention Rate: 90%

Average Deal Size: $4,250

Active Campaigns: 8

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