Meeting follow-up review & email

Demodesk helps you automate several manual tasks before, during, and after the meeting.

As part of the meeting follow-up tasks, you can now review your notes, automatically sync them to your CRM, and send a follow-up email–everything with a few clicks.

Meeting review

• Stay on top of your data quality: Easily finalize your meeting notes and CRM data
• Be in control: Avoid overwriting data in your CRM by easily reverting changes
• Increase your productivity: Sync all data with one click – no more copy&paste
• Understand what is happening: Get instant feedback in case of sync issues

Follow-up email

• Standardize communication: define meeting-type specific follow-up emails to ensure a consistent communication
• Save time: Only worry about the content that actually needs customization
• Never forget follow-ups again: complete all follow-up tasks right after your meeting has ended