Meetings
Meeting Intelligence
Turn live discussions and transcripts into searchable summaries, decisions, commitments, follow-ups, and CRM-ready context.
- AI summaries and decisions
- Commitments and follow-ups
- Searchable meeting memory
Crestpad
Turn meetings intowork.
Crestpad helps teams capture meeting context, decisions, tasks, and outcomes in one workspace, with CRM connected when customer work needs deeper follow-through.
Services
Services built around your workflow engine.
CRM
Revenue Workflows
Connect accounts, contacts, leads, opportunities, engagement history, accountability, and pipeline insights around customer work.
- Lead and opportunity workflows
- Conversation intelligence
- Revenue insights and measurement
Automation
Workflow Orchestration
Route signals through policies, operations, webhooks, notifications, and outcome queues so work keeps moving across teams.
- Policy-driven automation
- Outcome and task queues
- Integrations and notifications
Why choose us
Work stays accountable after every meeting.
Crestpad is built around the operational pieces your backend already supports: meetings, decisions, tasks, outcomes, CRM context, automation, integrations, and governance.
One connected workspaceMeeting memory, action centers, CRM records, and outcome tracking stay linked from the first note to the final result.
Contact usMeeting intelligence is already operational
Notes, participants, attachments, briefings, coaching, memory, and search all sit on the same meeting foundation.
- Notes
- Briefings
- Memory
- Search
Decisions move directly into action
Turn discussion into decisions, commitments, follow-ups, tasks, checklists, work items, and priority-aware next moves.
- Decisions
- Tasks
- Follow-ups
- Priority AI
Customer context stays attached
Accounts, contacts, leads, opportunities, engagements, conversation intelligence, and service types connect back to the work.
- Accounts
- Leads
- Opportunities
- Engagements
Outcomes and revenue signals are measurable
Outcome queues, CRM measurement, insights, accountability, and activity timelines show what changed after the meeting.
- Outcomes
- Insights
- Measurement
- Timeline
Automation, governance, and integrations are built in
Policy-driven orchestration, notifications, email, files, ticketing, workspace access, billing limits, and admin governance keep teams controlled.
- Orchestration
- Notifications
- Integrations
- Governance
Pricing plans
Plans that scale with your workflow.
Free
For small teams starting with connected meetings and work.
$0/per month
Features
Start with the essentials:
- Up to 3 workspace members
- Core meeting workspace
- Decisions, commitments, tasks, and outcomes
- Starter meeting and AI usage limits
- Upgrade whenever the team needs more room
Popular
Pro
For growing teams turning meetings into consistent, accountable action.
$99/per month
Features
Built for focused teams:
- Up to 5 workspace members
- Meeting intelligence and searchable memory
- Decisions, commitments, tasks, and outcomes
- CRM-connected customer follow-through
- AI drafting with higher workspace limits
Business
For operating teams coordinating customer work across the week.
$249/per month
Features
Everything in Pro, plus:
- Up to 15 workspace members
- Higher meeting and AI usage limits
- CRM automation and workspace insights
- HR attendance and work activity
- Additional seats and temporary access controls
Prices are billed monthly per workspace and include the member allowance listed with each plan.
Resources
Field notes for accountable work.
Short reads on meeting intelligence, CRM-connected follow-through, decision quality, and outcome tracking.
How meeting memory becomes measurable follow-through
A practical look at connecting notes, decisions, commitments, tasks, and outcomes without rebuilding the way your team already works.
Guide coming soon