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