AI meeting assistant that automatically generates meeting minutes, tracks action items, and summarizes discussions in real-time. Integrates with CRMs and project management tools for automatic follow-up. Designed for revenue teams needing structured, searchable meeting intelligence with minimal manual effort.
Cogram is an AI-powered meeting assistant built to eliminate the manual burden of note-taking, follow-up tracking, and CRM data entry that slows down revenue and project teams. It joins meetings on Zoom, Microsoft Teams, and Google Meet, transcribing conversations in real time and producing structured summaries that highlight key decisions, action items, and next steps. Rather than generating a raw transcript dump, Cogram organizes output into formats that map directly to sales workflows, project milestones, and client engagement records.
The platform is purpose-built for revenue teams — account executives, customer success managers, and sales leaders — who need meeting intelligence that feeds directly into their existing tech stack. Cogram integrates with CRMs like Salesforce and HubSpot to automatically update deal records, log call notes, and populate contact activity timelines without reps needing to toggle between tools. It also connects with project management platforms such as Jira and Asana, routing action items to the right owners and boards immediately after a meeting ends.
For organizations managing high volumes of customer-facing calls, Cogram provides a searchable meeting archive where teams can retrieve past discussions by keyword, topic, or participant. This makes it straightforward to audit what was promised to a client, review how a deal progressed over multiple calls, or onboard new team members with full context on existing accounts. The result is a system that turns every meeting into a structured, actionable record rather than a forgotten conversation.
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Cogram processes meeting audio as the conversation happens, generating structured summaries that highlight decisions, key discussion points, and outcomes rather than producing a verbatim transcript. Summaries are formatted to be immediately usable in follow-up emails, CRM entries, or stakeholder updates without requiring manual editing.
The AI identifies commitments, tasks, and next steps mentioned during meetings and assigns them to the relevant participants. These action items can be automatically pushed to project management tools like Jira and Asana, creating tickets or tasks with the correct assignee so nothing discussed in the meeting falls through the cracks.
After a sales call or client meeting, Cogram syncs meeting notes, summaries, and action items directly into Salesforce or HubSpot records. This includes updating deal stages, logging activity on contact timelines, and populating custom fields, which saves reps significant time on manual CRM hygiene and keeps pipeline data accurate for managers and operations teams.
Every meeting processed by Cogram is stored in a searchable repository where users can find past discussions by keyword, participant, date, or topic. This is particularly valuable for account teams managing long-running client relationships, as it provides instant access to what was discussed or promised months ago without scrubbing through full recordings.
Cogram works across Zoom, Microsoft Teams, and Google Meet from a single subscription, eliminating the need to maintain separate tools for different conferencing platforms. It connects via calendar integration to auto-join scheduled meetings or can be manually invited, providing a consistent experience regardless of which platform a client or team prefers.
~$29/user/month
Custom pricing
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