Streamline your Meetings
Capture meeting notes and send professional summaries
Special Launch Pricing - Limited Time Offer
Starter Plans
Limited Feature Plans
WHAT'S INCLUDED
NoteGenius AI
CRM Integrations - Notes, tasks & workflows
CaptureGenius
Up to 20 hours a month of recordings
Starter
Plan
$99
Sign up
monthly for up to 3 users
14-day money back trial
1-year commitment
Team
Plan
$149
Sign up
monthly for up to 5 users
14-day money back trial
1-year commitment
Features & Benefits
Equipping you with a powerful set of tools to help you get time back and scale your practice
CRM Integrations
Streamlines notes, tasks, and workflows in one place. Deep connection with Redtail, Wealthbox and Salesforce
Email Integration
No copy/paste and formatting fuss. Our built-in integration with your emails means your emails will come from your email looking professional.
NoteGenius AI
1-click meeting notes to tasks, summaries, and organization.
CaptureGenius
No more manual note-taking. Record your meetings and have a transcript & summary of your meetings.
Library
Why re-invent the wheel? Use the library feature to store your advice and processes. One click and you will accomplish five things.
Eliminate your double work with our integrations
