Access meeting details, log notes, and view a 360-degree overview of all meeting-related data. Link work calendars to sync event information. Edit and save meeting notes directly from the .
by Intapp, Inc★ 5.012 ratingsProductivityFreeData updated 2026-09-17
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.
Access task data and dashboards for real-time insights. View and manage client requests with workflow tracking. nd share template reports. Securely log in and navigate solutions on mobile devices.
Join and present from iPhone, iPad, or Apple Watch. Share screens and chat during calls. Use hands-free features for smoother interactions. View meeting history and manage participants.
Create and organize digital notes with handwriting recognition and customizable templates. Annotate PDFs and images. Use AI to summarize text and generate ideas. Collaborate in real-time with team members.
Capture leads at events with real-time attendee data collection. Share cards via QR code or link. Sync contacts across devices and integrate with email and calendar apps. Track engagement metrics and export lead information.
Manage business communications with integrated calling, messaging, and meeting features. Transcribe conversations and generate notes using AI. Share files in team chats and receive typo corrections.
View upcoming meeting details and manage schedules. Copy scheduling links to share via email, text, or other apps. Integrate with iOS sharing to add links and messages directly.
Capture and organize meeting notes with AI transcription. Highlight key points and generate summaries. Search notes by voice or text. Integrate with calendars and email. Export notes in multiple formats. Set reminders and sync across devices.
Join and host multipoint video conferences from an iOS device. Customize layouts with up to 4 participants on phones and 8 on tablets. Share screens and control meeting settings. Record sessions and manage participants in real time.
World lets users convert instantly by viewing hours in a column. It helps find suitable meeting times by highlighting work hours. Users can select and share times via calendar, email, or clipboard. A widget provides quick checks and basic scheduling.
Send direct and group messages to teammates. Create public and private channels for organizing work discussions. Generate meeting links for conversations. Access unlimited message history. Invite any number of users.
Schedule and join instantly without login. Use in- chat to share links and notes. Switch to audio-only mode for focused calls. Participate in from any device.
Track with notes, task scheduling, and reminders. Organize clients using tags, groups, and filters. Attach documents, images, and invoices. Map to identify local opportunities. Maintain private records of conversations and meetings.
Access Salesforce data on-the-go. View , receive Einstein-powered predictions, and track sales and service metrics. Filter reports, set alerts, and sync with Salesforce native features for real-time insights.
Manage customer relationships by tracking interactions, managing leads, and monitoring pipelines. Create and update contacts, opportunities, and cases. Access reports and analytics. Sync calendar events and set reminders.
Manage pipeline, track leads, and update contacts in real time. Collaborate with team members, log deal progress, and sync data between mobile and desktop. Set reminders, view analytics, and send follow-up messages directly from the .
Schedule and conduct board with Zoom integration. Annotate documents, sign electronically, and send secure messages. Manage RSVPs, vote on proposals, and approve decisions. Share resources and track meeting outcomes for follow-up.