What it does
Generates prep
Pre-meeting prep from email and CRM data
Summarizes calls
In-person and virtual calls (Zoom, Teams, Meet)
Drafts follow-ups
Drafts contextual follow-up emails and identifies action items
Updates tools
Updates your CRM and other tools in one click
"
Using FastTrackr AI has been a key enhancement to my client meeting process. It's remarkably easy to use, the interface is intuitive, and the learning curve is minimal. Most importantly, the quality of the meeting notes is far better than what I would capture manually.
Gregg D. Jensen
CCO and Head of Financial Planning, Pathway Partners