Manage meetings with 360-degree overviews by linking work calendars and syncing events. Log notes and track details directly within the . Review deal progress and prepare for meetings from a single interface.
by Intapp, Inc★ 4.341 ratingsProductivityFreeData updated 2026-09-11
Schedule meetings, track agendas, and manage tasks
Schedule meetings and tasks in a single with day, week, or month views. Add agendas, notes, and reminders. Share calendars with team members and sync across devices. Set recurring events and track completion status.
Capture notes, action items, and key details from anywhere with rich-text formatting and @mention features. Use search and filters for personalized views. Manage private drafts and consume editable content. Track company and relationship information.
Join high definition video conferences from your phone. Access shared files and collaborate in real time. Send and receive meeting invites. Securely share screens and control presentation settings. Invite participants to join meetings.
The app provides mobile access to client data, appointments, and tasks for professionals. Users can manage contacts, schedule meetings, track tasks, record notes, and view insurance and investment details.
Access real-time account information and manage business banking tasks. Initiate payment transactions, review Positive Pay exceptions, and generate reports.
Record audio in background mode, transcribe speech into text with AI, and generate summaries of conversations. Take notes directly from transcriptions, edit and organize content, and share recordings or notes via email or messaging.
View detailed financial reports, upload bookkeeping receipts, and schedule client meetings. Access encrypted business documents and analytics anytime. Manage financial data securely from a single platform.
Enable business communication with HD VoIP calling and SMS through a unified . Make calls and send messages using a single business identity. Access cloud-based features for remote collaboration and team messaging.
Schedule and join meetings instantly using the . Manage conference room bookings and access meeting details. Control camera, microphone, and display settings during sessions. Integrate with 8x8 Meetings for seamless collaboration.
Take notes, track action items, and schedule follow-ups during meetings. Sync with iCloud for secure data storage. Manage tasks and reminders without internet access. Share meeting summaries and insights privately.
The app connects to the SAP BusinessObjects Business Intelligence platform to provide business insights. Users can analyze metrics, discover trends with visualizations, and work online or offline.
Manage contacts and calendar events from Outlook or Gmail. Add properties during site visits, update deals in real time, and access contact information before meetings. Sync data across devices and track deal progress.
Record audio during meetings or lectures. Convert speech to text in real time. Generate smart summaries of content. Organize with AI-powered categorization. Edit and share transcribed text directly.