The AI notetaker: it joins your calls, writes the recap, and files it on the right person and deal. It lives inside Meridian.
Included on every plan · No card required
A notetaker joins the call. The recap is waiting before you are back at your desk.
Visible, announced, and on your calendar.
Minutes after the call, the work is done.
Your notes, your call.
ARC
The CRM: contacts, companies, deals, lists
Tasks
Follow-ups with an owner and a date
Mailbox
Your email, on the right people
Threads
The whole team's activity, in order
Ping
Texting + calling
Meridian
Scheduling, branded
Events
Zoom meetings + webinars
Megaphone
AI email, no technical skills
Socialize
Social posts, approvals, and ads
Forms
Capture that closes
Ink
E-signature in your brand
Collect
Quotes, invoices, payments
Automations
35 triggers, 19 actions
Convoy
Projects + EOS scorecards
Signal
Dashboards that compose themselves
Verified
Blue + gold identity checks
Investors
Investor relations and the Radar
Ambassador
Referrals as a system
Caliper
Deal underwriting, live
TenthYards
Capital raises, end to end