Recording meetings
Automatic meeting recording, linked to the CRM
Record your video calls directly from Clientify, save each meeting with your contacts and opportunities, and review it whenever you want without missing a single detail.
Don’t take notes. Record and focus on the conversation.
What is meeting recording in Clientify?
It’s a feature that allows you to record your scheduled video calls from Clientify and automatically save them in the CRM, linked to contacts and opportunities.
Each recording is stored in the cloud, can be shared with a click, and is used to review agreements, follow up, or train the team.
Key benefits of recording your meetings
Why use meeting recording?
- Faithful summary: relisten to what was said without relying on your notes.
- Clear tasks: review and extract commitments easily.
- Save time: share the video and avoid repeating information.
- Useful feedback: analyze real sales arguments with your team.
- Organized history: everything saved and accessible from the CRM.
How can you apply it?
Use cases: Meeting recording
Education
Recorded Sessions for Coordination: record calls with parents or students and share them internally for more professional support.
Industry and Manufacturing
Tracking Distributors: save technical meetings and review them when necessary, without relying on memory.
IT and Software
Sales Onboarding: use recorded meetings with real leads as part of the sales training.
Marketing Agency
Documented Kick-off: record kick-off sessions so designers and managers can review them later without losing any information.
Travel Agency
Planning Meetings: record the call where the trip is defined, so everything is clear when organizing the itinerary.
Health, beauty, and wellness
Follow-up on treatments: record diagnostic or follow-up sessions to review changes and future needs.
They are already using Clientify
IMPROVE YOUR RESULTS WITH meeting recording
Try ALL features for free for 14 days.
14 days free with unlimited access to ALL Clientify, and then choose the tools you want to use (and pay for).
It’s better to decide once you’ve tried it, don’t you think?
CLIENTIFY CONSULTING TEAM
You have a Clientify expert by your side for 4 months. We provide unlimited support to implement your new platform from start to finish.
And what next? Keep getting all the help from Clientify to digitalize and scale your business.
