CRM.meSell Everyone.
Collaboration suite

Work together
without the chaos

A single workspace for inbox, conversations, AI-powered meetings, and company updates. Every meeting is automatically transcribed, summarized, and linked to the deal it belongs to.

Unified inboxMeeting intelligenceShared context
Unified inbox
1 workspace
Meetings transcribed
100%
Context switching
-67%
Meeting Intelligence
AI summary ready
Q4 renewal call — Acme Corp
Transcribed with speaker diarization. 3 action items extracted. Linked to Deal #1042.
Key moment clip sharedJust now
AI summary posted to threadDone
Follow-up task assigned to @JamiePending
Unified workspace

Keep every team moving together

From AI-powered meeting transcription to a unified inbox and threaded conversations, collaboration lives where the work happens.

Everything in one feed.

Emails, chat messages, and social mentions converge in a single AI-prioritized stream so nothing slips through the cracks.

  • Unified inbox across email, chat, and social mentions
  • AI-prioritized sorting surfaces what matters first
  • Bulk actions and triage views the whole team trusts
Threaded teamwork.

Contextual discussions linked directly to deals, contacts, and accounts. Every conversation carries full CRM context.

  • Rich threads with @mentions and reactions
  • Conversations auto-linked to deals and contacts
  • Meeting summaries and clips shared in-thread
Team activity feed.

A real-time social feed showing team activity, closed deals, milestones, and recognition to keep everyone motivated.

  • Real-time feed of wins, updates, and milestones
  • Leaderboards and recognition tied to gamification
  • Comments and reactions to celebrate momentum
Collaboration toolkit

Everything teams need to connect

Meeting intelligence, video conferencing, smart notifications, and more--fully integrated with pipeline, contacts, and deal data.

  • Real-time transcription with speaker identification
  • AI-generated summaries and action item extraction
  • Shareable clips from key moments in any meeting
  • Automatic linking to deals, contacts, and accounts
Meeting Intelligence
Every meeting is automatically recorded, transcribed with speaker diarization, and summarized by AI. Action items are extracted and assigned. Create shareable clips from key moments and link everything back to the deal.
  • Launch meetings from any CRM record
  • Auto-recording feeds into AI transcription
  • Screen sharing and calendar-aware scheduling
Built-in video conferencing
Start or schedule video meetings directly from any deal or contact record. Fully integrated with meeting intelligence for automatic recording and transcription.
  • Signal-based alerts for deal and account changes
  • Mention notifications across threads and meetings
  • One-click follow-up tasks from any notification
Smart notifications
Configurable alert rules based on signals, mentions, deal changes, and task assignments. The right information reaches the right person at the right time.
  • Identify gaps in buying committees
  • Track engagement across meetings and threads
  • Share relationship maps with the team
Relationship mapping
Visualise stakeholders, champions, and blockers with interactive org charts tied to meeting history and communication threads.
Team rhythm

Collaboration that keeps momentum

A guided flow that helps teams capture signals, align on action, and celebrate progress in one place.

1
Unify every signal

Email, chat, social mentions, and meeting recordings flow into a single AI-prioritized workspace.

2
Meet with intelligence

Every meeting is transcribed, summarized, and linked to the deal. Action items are extracted automatically.

3
Collaborate in context

Discuss in threads linked to deals and contacts. Share meeting clips, assign owners, and close loops.

4
Celebrate momentum

The team activity feed broadcasts wins, milestones, and recognition to keep everyone motivated.

Start today

Bring everyone into one workspace

Launch CRM.me collaboration for your team. AI-powered meeting intelligence, a unified inbox, and threaded conversations replace the patchwork of disconnected tools.