AI meeting notes with human review in Hej CRM
Use AI to prepare meeting notes and follow-up. Hej CRM presents suggestions as drafts for a person to check first.
From meeting to draft
AI can prepare a meeting note and proposed next steps from meeting information. The draft is connected to the customer work for review.
You decide what is saved or sent
AI does not send email or change CRM data on its own. Review and approve a specific suggestion before it is added or anything is sent.
Meeting minutes
The plan includes 200 AI meeting minutes per user each month. Minutes are pooled across the team.
Use AI with clear context
Connect the note to the right customer and meeting, then check names, decisions, and follow-up dates before approval. AI drafts can contain mistakes.
AI prepares suggestions. Human review and approval are required before material changes or sending.
Try free for 30 days
Try Hej CRM free for 30 days without a payment card. After the trial, the account may become read-only until the team activates a paid subscription.
Questions? Email us: hej@hejcrm.com