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AI Meeting Assistant in your CRM

With its two-way integration with OnePageCRM, the FastTrackr AI meeting assistant automates manual work before, during, and after client meetings.

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FastTrackr AI CRM integration

Here’s what you can do with this CRM integration

FastTrackr AI CRM integration
Client meetings

Automate meeting preparations

Once connected to your OnePageCRM account and email client, FastTrackr pulls notes and actions from your CRM contacts and also email conversations.

The AI meeting assistant creates a brief before each meeting to help you come prepared.

Meeting transcripts

Summarize calls and meetings

The AI meeting assistant generates comprehensive notes from virtual (Zoom, Microsoft Teams, and Google Meet) and in-person meetings.

Focus on client conversations instead of taking notes.

FastTrackr captures and summarizes all insights, so you don’t miss a thing.

FastTrackr AI CRM integration
FastTrackr AI CRM integration play

Watch the demo

See how FastTrackr works with OnePageCRM and how to set up this integration.
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FastTrackr AI CRM integration
two-way sync

Sync data to CRM in one click

Once you finish a meeting, FastTrackr AI will summarize the transcript and create meeting notes with action items.

Push these notes and new Next Actions to your OnePageCRM account in a click.

No manual data entry from your side!

Integrate FastTrackr AI with a simple CRM

OnePageCRM is a simple CRM with powerful features under the hood. Built for small businesses, it transforms your customer database into a dynamic to-do list.
reminders
Set follow-up reminders next to CRM contacts.
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See a prioritized list of tasks right inside CRM.
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Stay motivated with the Target Widget.
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Keep all client info on one scrollable page.
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Connect FastTrackr AI to your CRM

Integrate OnePageCRM with FastTrackr's AI meeting assistant to bring all of your client insights under one roof.
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Simple CRM • No credit card required • 21-free day trial
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FAQ

  • What does FastTrackr's AI Meeting Assistant cost?

    FastTrackr's standard pricing starts at $21/month. There are no limits on AI actions like meeting prep, summaries, or follow-up emails. This information is relevant as of August 2025.

  • Does FastTrackr offer a free trial, and what does it include?

    Yes, FastTrackr offers a 7-day free trial, which includes the entire feature set. No credit card is required.

  • How does FastTrackr handle data privacy and security?

    FastTrackr is SOC 2 Type II certified and built with financial industry compliance in mind. Your client data is never shared and never used for model training—privacy and security are our top priorities.

  • How does FastTrackr AI work with client meetings?

    FastTrackr automatically joins virtual meetings in your calendar and generates notes. For impromptu meetings or calendar events without virtual meeting links, you can simply add the meeting details and choose to record live or upload an audio file.

  • Can FastTrackr AI prepare me for upcoming meetings?

    Yes, FastTrackr AI pulls relevant data from your CRM and email history with the client, and provides a comprehensive briefing note with complete context from all your touchpoints.

  • What makes FastTrackr AI different from other meeting assistants?

    FastTrackr AI's two-way integration with OnePageCRM creates end-to-end workflow automation. While other tools just take meeting notes, FastTrackr AI pulls your CRM data for meeting prep, captures comprehensive meeting details, and instantly syncs everything back to OnePageCRM with one click.
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