Meeting Notes allow you to capture and store important information directly within your scheduled events. With full CRM integration, your notes automatically sync across appointments, contacts, and company records - ensuring you always have the complete context at your fingertips.
Meeting Notes are available to all Zeeg users across all plans.
Key Features
Create notes anywhere: Add notes directly in the Event Details area of any appointment
Flexible timing: Add notes before, during, or after your meetings
Automatic CRM sync: Notes created for an appointment automatically appear on the related contact and company records
Centralized view: All notes appear in one location - no matter where you created them
Complete history: Access your entire meeting documentation anytime
Better follow-up: Track discussion points, action items, and next steps
How Meeting Notes Work
Meeting Notes are fully integrated into your CRM, which means:
Notes on appointments automatically appear on the related contact
Notes on contacts are visible when viewing their appointments
Notes on company records show all relevant interactions
Everything stays connected - you never need to duplicate information
This integration means you no longer need to jump between different pages or maintain notes in multiple places. All information about a contact is immediately available, from the first call to the last meeting.
How to Use Meeting Notes
Adding notes to an appointment
Navigate to your Dashboard and open any scheduled appointment
Locate the Notes section directly below the appointment information
Click to add your notes
Save your notes - they'll be permanently linked to that appointment and automatically appear on the related contact
Adding notes to a contact or company
Open a contact or company record in your CRM
Find the Notes section
Add your notes
These notes will be visible across all related appointments and records
Your notes remain accessible for future reference and can be edited anytime.
Common Use Cases
Document key decisions from client calls and have them visible on the client's record
Track action items and assign responsibilities that carry across all interactions
Record important details that team members can reference in future meetings
Maintain continuity across multiple meetings with the same contact or company
Onboard team members quickly by giving them access to full conversation history
Prepare for meetings by reviewing notes from previous interactions
Benefits of CRM-Integrated Notes
Before CRM Notes: You had to remember where you wrote notes, switch between different pages, and risk losing important information.
With CRM Notes: Everything is connected. Add a note once, and it appears everywhere it's relevant. Your entire team has access to the same information, ensuring consistent and informed communication with every contact.