SalesCustomer successProductOperationsLeadership

The conversation layer that makes
your whole company smarter.

Every authorized call, meeting and email becomes one record. What was agreed gets done, what is changing gets seen, and only the right people ever see it.

Sources
Phone & dialers
Video meetings
In-person
Approved email
CRM context
https://app.meetric.com
Conversation workspace

Every permitted conversation, one view.

Calls, meetings, in-person conversations and approved email become one searchable business record.

247 conversations
Filters7 of 247 conversationsSearch conversationsTilesTable
RevenueEnterprise renewal review

Security review remains the final condition for renewal.

Topics 4
Customer successImplementation handoff

Friday launch is waiting for a confirmed delivery owner.

Topics 3
ProductPrivateProduct discovery workshop

SSO and export surfaced as separate enterprise needs.

Topics 5
OperationsOn-site launch workshop

Regional owners agreed the rollout sequence and escalation path.

Topics 6
SalesQuarterly pipeline review

Three expansion accounts need an executive sponsor before next week.

Topics 7
Customer successPrivateCustomer escalation review

The support owner confirmed a recovery plan before the renewal call.

Topics 5
RevenueExpansion proposal review

Procurement asked for a phased rollout across three regions.

Topics 4
What teams get
Find the history in one place
Keep track of what was agreed
Hand over with context
Trusted by teams at
AdversusWintAurora LiveProfessionals NordOnePartnerGroupMyntIntelliplan
What gets done

Not more meeting notes. The next piece of work, done.

Every call becomes the work your team would otherwise do by hand: the record updated, the colleague warned, the answer saved. Only changes to your own systems wait for your okay.

Anna’s call with Northstar
  1. 24 months works for us if implementation starts by Friday, and the price is 20% lower.
  2. I can do the date. On price I will come back to you by Friday.

Anna, Sales Sarah, Northstar

41 minutesNo notes taken

Done for you by AI

  1. Sales
    Customer record updatedAnna okayed it
  2. Customer success
    Colleague warned in timeDone
  3. Team lead
    Coaching point foundDone
  4. Management
    Management sees what customers push back onDone
  5. Product
    Request passed to ProductDone
  6. Marketing
    Marketing learns what buyers don’t knowDone
  7. Everyone
    Anyone can ask about itDone

What your team can now do

  1. Sales
    The exact words, when it mattersAnna
  2. Customer success
    New colleague catches up without a meetingElin
  3. Everyone
    Full attention in the call, no notesAnna

That was one call. Now think of every call, meeting and email this month.See them together

What you see

See the pattern.Understand why.Take action.Measure the effect.

Meetric connects patterns across conversations to the exact evidence, then shows whether your response worked.

Overview
All conversationsLast 8 weeks
  • Security review
  • Onboarding
  • Pricing pressure
  • Delivery dates
  • Implementation timing
  • Handover
Trend
Pricing pressureRising
  • Phone
  • Meetings
  • Email
  • In person
Evidence
14 conversationsSales, Success, Support
  • Customer call · Northstar9 Oct · Sales
  • Renewal call · Helios12 Oct · Success
  • QBR · Vantage2 Oct · Success
Moment
Customer call · Northstar

Sarah, NorthstarWe like the product. I just can’t explain why it’s worth the price to my team.

Only for people allowed to open it
Action
Clarify business value in the sales deck
Sales enablementDue Friday
Result
Pricing objections falling
After the sales story changed
AI chat with your business

The best AI is the one that knows your company.

Every call, meeting and email your company has had is there to ask, in one place. Meetric works through them for you and answers with the source, down to the minute.

  1. Searched 214 conversations
  2. Read 6 closely
  3. 4 sources
  1. Support call · VantageSupport
  2. Customer call · NorthstarSales
  3. Onboarding meeting · HeliosSuccess
  4. Email · MeridianSales

Learn from the best

People learn from people. Make it scale.

Pick the two minutes where Elin turned a cancellation into a pause and save them, words and all, in a folder for that situation. A new colleague opens the folder on day one instead of sitting in on calls for weeks, hoping the moment comes up.

By luck

  • Elin on her renewal call with Helios
Suggested by AITurning a cancellation into a pause

When a customer wants to cancel

Shared with the Customer success team

On day one

Ola · day 15 moments · 11 min
  1. Turning a cancellation into a pause · Elin
  2. Asking what changed first · Jonas
  3. Offering the smaller plan · Anna
  4. Getting the decision maker on the call · Lisa
  5. Agreeing a date to check in · Elin
Every conversation, sorted

Automatically classify every conversation and trigger the right workflow.

A sales call, a support call and a job interview should not get the same notes. Meetric sorts each conversation by department and type as it lands, writes the summary that type needs, and starts the follow-through you set for it.

  • Call with Northstar
  • Meeting with Helios
  • Call from Vantage
  • Interview, Maria L.
  • Email from Meridian
  • Demo with Orbital
  • Site visit, Malmö
How it knows
  • Who was in it
  • The customer in your CRM
  • The meeting title
  • What was said, read by AI
  • The calendar invitation
  • Who was invited and who joined
  • Internal or external
  • The deal it belongs to
  • The team of the person who took it
  • Earlier conversations with the same people
  • The channel it came in on
  • The language spoken
  • Your own rules for each type
  • How long it ran
  • The email thread it belongs to
  • The time of day
  1. Sales

    Customer call

    Summary
    Next step, Deal risk, Decision
    Then
    Deal updated in your CRM
    Who sees it
    Sales team
  2. Support

    Support call

  3. HR

    Interview

  4. Product

    Customer feedback

Board meeting · Onboarding call · Supplier call · + your own

Governance

Powerful governance. Built around your policies.

Choose who can access recordings, transcripts and insights. Simple controls for sharing, privacy and retention make your policies easy to apply and easy to change.

OWNER: onOWNERTEAM VISIBILITY: onTEAM VISIBILITYSHARED WITH CUSTOMER SUCCESS: onSHARED WITH CUSTOMER SUCCESSTOPICS AND DATA: onTOPICS AND DATASAME ACCESS AS YOU: onSAME ACCESS AS YOUEVERYONE ELSE: offEVERYONE ELSECustomer call · Northstar · 41 minAnna · SalesRecording90 daysTranscript365 daysSummary and decisions24 monthsRenewal conditionimplementation starts by FridayTRAVELS WITH ITS RULESPerformance review · PrivateOWNER ONLY · SET BY RULE · TITLE MATCHWHO SEES WHATAnna · OwnerEverythingRecordingTranscriptSummaryDecisionsSales teamSummary + decisionsSummaryDecisionsCustomer SuccessOne conditionRenewal condition · implementation starts by FridayLeadershipTrend onlyPricing pressure · mid-marketMCP / AI assistantYour accessAnswers from what you can seesource attachedEveryone elseNOTHING
Northstar · Customer callAnna · Sales · 41 min
Recording
90 days
Transcript
365 days
Summary & decisions
24 months

Renewal conditionImplementation starts by Friday

Who sees what

Sales teamTeam visibility

Summary and decisions

  • Call summary
  • Decisions from the call
Performance review · PrivateOwner only · Set by title rule
  • By level. Set access for an account, department, team or person.
  • Per conversation. Keep it private, or share a summary or the full conversation.
  • By rule. Automatically make conversations private by title, domain or channel.
  • Retention. Set how long recordings, transcripts and derived data are kept.
Governance and security in detail
Fit your stack

Any authorized channel in. Any permitted destination out.

Another tool nobody opens is a cost. Meetric sits between the channels you already talk on and the systems you already work in.

  1. MeetingsJoins from your calendar
  2. PhoneThrough your provider, nothing to install
  3. In personFrom the mobile app
  4. EmailOnly the mailboxes you approve
  5. CRM contextAccounts and deals, for context
  6. ChatIn validation
Meetric
  1. CaptureOnce, from any channel
  2. NormalizeOne record, whatever the channel
  3. GovernWho sees what, for how long
  4. ActivateTo the people, systems and AI allowed
EU hosted

Only the permitted view

  1. Your inboxThe summary, minutes after the call
  2. CRMRecords and fields updated
  3. AlertsWhen a pattern or risk shows
  4. Your AIVia MCP, with your permissions
  5. API and webhooksTo your own systems
  6. Workflow toolsStarts what should happen next · In development
  7. Knowledge systemsWhere people look things up · In development
Your AI

Your conversations. In your AI. Via MCP.

Connect your AI to Meetric via MCP. It answers from the conversations you can access and asks for approval before updating your systems.

ChatGPTClaudeMicrosoft CopilotGeminiNotionCursorYour own tool
MCP
Meetric Connected

Searched Meetric, CRM and Calendar

4 sources

  • Customer call · 9 Oct
  • Budget review · 6 Oct
  • Renewal 2027 · CRM
  • Implementation review · Friday · Calendar
Signed in as Anna · SalesAI sees what Anna sees
  • Performance reviewNot for Anna
  • Thread with legal counselNot for Anna

Reads with your permissions.

Approval required · update CRM
Northstar · Renewal 2027
Stage
NegotiationClosed won
Term
24 months
Condition
Implementation starts by Friday

Writes with your approval.

Everything else

Everything else we do.

The parts that make the platform usable on day one and safe at scale.

  1. Structured summaries

    Every call, meeting and email gets a summary in the shape its type needs: the decisions, the conditions, the commitments and the next step, each linked to the minute it was said.

  2. Search

    Search every conversation you are allowed to open, across phone, meetings and email, and land on the sentence rather than the file.

  3. Trends across channels

    See what is rising and what is falling across every channel and team: the topics, the objections, the issues, week by week.

  4. Topics, intent and root cause

    Each conversation is tagged with what it was about, what the customer wanted, who and what was mentioned and why the issue arose, so the trends count the same things everywhere.

  5. Quality checks and playbooks

    Decide what a good call should cover, then see how each call did against it, by team and over time.

  6. CRM record updated

    The summary, the next step and the changed fields land on the customer's record in your CRM, with the owner named.

  7. Alerts

    Get told when a conversation needs you: a risk, a promise made, a topic that suddenly rises.

  8. Who may open what

    Access is set separately for the recording, the transcript and the summary, so a team can use the summary without opening the call.

  9. Retention that follows the source

    Set how long each part is kept. When a conversation is deleted or expires, everything derived from it goes with it.

  10. Audit log (enabled per deployment)

    Every access and export is written to an audit log you can export, when it is enabled for your deployment.

  11. Phone calls

    Calls through your phone system or dialer, captured by your provider, nothing to install.

  12. Video meetings

    Teams, Google Meet, Zoom and Webex, joined from your calendar.

  13. Meetings in the room

    Record a meeting in the room from the mobile app.

  14. Approved email

    Only the mailboxes you approve, read as conversations next to the calls.

  15. Hosted and processed in the EU

    Runs as a service hosted in the EU, and your conversations are processed there.

  16. Keep less raw data

    Choose what is kept at all: the recording, the transcript, or only the summary.

  17. Your own AI

    ChatGPT, Claude or your own tool answers from your conversations, with the permissions of the person asking.

  18. API and webhooks

    Read anything you may see through the API, and be told through signed webhooks when something happens.

  19. Through your provider, or direct

    Buy it from your provider under their name, switched on from their own systems, or directly from Meetric.

Meetric works on conversations after they happen and sits alongside your phone system, meeting tools, CRM and knowledge systems.

Grow

Start with one phone call. Grow into the whole company.

Big rollouts stall. Most businesses start with summaries of their calls and add channels, people and AI as the value shows, on the same record and the same rules.

  1. Start with your phone calls

    A summary and the follow-ups after every business call.

    • Summary, decisions and commitments in your inbox
    • Business mobile, PBX and provider networks
    • Nothing to install when it arrives with the subscription

    The first call summary is the demo.

  2. Add every channel and your CRM

    Meetings, in-person conversations and approved email join the same record.

    • Microsoft Teams, Google Meet, Zoom, Webex and the room
    • CRM context: accounts, deals and lifecycle on every conversation
    • Search and sourced answers across all of it

    One customer, one record, whatever channel they used.

  3. Open it to the team

    Shared knowledge with control over who sees what.

    • Access set on user, team and department level
    • Patterns and insights across sales, success, service and product
    • Outcomes per team: CRM updates, renewal risk, recurring issues

    Private stays private; shared travels with its permissions.

  4. Connect your AI and agents

    The governed record reaches the assistants and systems you already use.

    • MCP for ChatGPT, Claude, Copilot, Gemini and your own agents
    • AI agents that prepare the next piece of work, approved by people
    • API and signed webhooks into CRM, alerts and workflows

    Only the permitted view leaves Meetric.

Available through providers including
Dstny+22

See Meetric on your own conversations.

Start with the conversations you are already allowed to use. We show the governed record, the sourced answers and the permitted actions on your own data.