Microsoft Dynamics 365
Meeting records, summaries and action items are written to the matching account, contact or opportunity.
Integrations & automation
Fits the systems your organization already runs on
Meetwise puts the outcome of a conversation where your team already works: the client record in your CRM, the task list in Planner, the appointment in Outlook or Google Calendar. You decide per workflow what is sent automatically and what you read through first.
CRM and client records
The conversation ends up on the account, deal or client file it belongs to.
Attio
Every conversation is filed on the right person and company record, with attendees matched automatically.
HubSpot
Deals get the call summary and next steps; follow-ups land as tasks on the owning rep.
Salesforce
Activities, notes and tasks are logged against the opportunity your team already reports on.
Exact Online
Client conversations are filed alongside the administration your finance team works in.
AFAS
Meeting outcomes reach the Dutch business processes AFAS already runs for your organization.
Microsoft 365
Sign-in, calendar, mail, tasks and document storage in the tenant you already run.
Microsoft 365
Sign in with your work account. Entra ID single sign-on and your organization's own permissions apply.
Outlook
Calendar events give a recording its attendees and subject; the follow-up email is prepared as a draft or sent after review.
Microsoft Teams
Online meetings are captured and land in the same reviewed record as an in-person conversation.
Microsoft Planner
Action items become tasks with an owner and a due date, in the plan the team already uses.
SharePoint
Approved summaries and transcripts are archived in the document library that belongs to the client or project.
OneDrive
Personal recordings and exports stay in the storage your organization already governs.
Google Workspace
The same workflow for teams that live in Calendar, Gmail and Drive.
Google Workspace
Sign in with your Workspace account and keep the access rules your admins already set.
Google Calendar
The appointment supplies attendees and subject, and new appointments from a conversation are added back.
Gmail
The follow-up email is prepared in your own mailbox, ready to read through before it goes out.
Google Drive
Summaries and transcripts are exported to the shared drive of the client or project.
Google Meet
Online conversations are recorded and processed the same way as everything else.
ERP and sector systems
Finance, services, care and hiring systems, including the Dutch platforms teams here actually use.
Visma
Care and business records receive the note in the format the professional is used to.
Unit4
Project and client conversations reach the ERP that services organizations plan their work in.
SAP
Enterprise processes receive reviewed meeting outcomes without anyone retyping them.
Oracle NetSuite
Client records and projects are updated from the conversation instead of from memory.
Workday
Interview write-ups are filed consistently for every candidate in the hiring process.
Not sure how your stack should be mapped?
Walk us through your CRM, calendar and document setup and we'll show which records Meetwise writes to, and who signs off before anything moves.