Meetings and AI notes
Meet with customers without leaving the CRM.
Start a video meeting from any record, invite guests with a link, record it and get notes written for you.
What you get
Video meetings
Host controls, recording, live captions and a meeting history.
AI notes
Notes from the meeting are generated and kept with the record. (Pro and above.)
Guest links and lobby
Guests join from a link, with no account needed, and wait in a lobby until you let them in.
Phone dial-in
People can join the audio by phone.
Sign during the meeting
Send an agreement for signature without ending the call.
Chat tied in
Team chat has direct messages, group channels, threads, reactions and pins, so internal discussion stays next to the work.
See ScoutCurrent with your own pipeline.
Book a short demo and we will show the product on a workspace set up the way your team sells.
Get a demo See pricing