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Request Meeting Notes CRM Sync Agent

We configure and deploy this agent for you — no self-serve setup required.

How this actually works

Meeting Notes CRM Sync Agent isn't a self-serve deploy — there's no dropdown that connects your CRM or inbox on this page. On the setup call, we scope which of your tools it needs (CRM, calendar, email, and more), then our team configures and tests every connection as part of your install. You never hand us credentials through a web form.

Delivered as part of an install

Starter Fleet

$2,500

install

$500/mo retainer

Live live on the call

Fleet Pro

$5,000

install

$997/mo retainer

Live live on the call

Fleet Full

$7,500

install

$1,497/mo retainer

Live same day

Full refund before kickoff. Retainer is month-to-month — cancel anytime. Custom builds beyond the standard agent run $2,500 each, scoped on the call.

Book My Setup Call →

Mention "Meeting Notes CRM Sync Agent" on the call and we'll scope it into your fleet.