Manage customer meetings, notes and tasks in one place

Rocket ship emoji
Get Started
(free for up to 40 users)
Stylized Hugo screenshotPlay button
Customer-facing team illustration

In a meeting-driven world, preparation and alignment is critical

Checkmark

Back to back meetings make it hard to prepare for meetings and action takeaways

Checkmark

Not enough customer insights are shared across the organization

Checkmark

Important details are lost with account handoffs and new hires, which often can lead to lost deals and customer churn

Checkmark

Notes, decisions, and tasks are scattered between everyone’s tools, hard drives, and notebooks

Customer meetings that are centralized and actionable

Reminders, templates and agendas for easy prep

Get notifications to set an agenda. Prepare with best-practice templates or your own. Collaborate on shared agendas and sync with your calendar.

Share tasks and takeaways with your customers and teammates

Share relevant notes and tasks with your customers and your team. Real-time collaboration and a shared understanding of next steps ensures more deals closed and greater customer success.

Integrate your notes with ticketing tools and your CRM

Stop copying and pasting after every meeting. Hugo’s integrations pass your meeting notes, takeaways and tasks to the tools you use every day.
See the full list of 20+ integrations

Secure your most precious customer data

Keep important details safe. Your data is encrypted during transit and storage. Information is private, accessible only by you (or your team or customer with your permission).
Learn more about Hugo's security
Get Hugo for Free
(free for up to 40 users)
Quotation mark
Hugo is how we prepare, take notes, and action takeaways for every customer and team meeting. We walk in effortlessly prepared, our CRM and other apps are always up to date, and handovers and customer collaboration is a breeze. 
Alistair Michener
Drawboard
Alistair Michener photo

Meeting templates
for customer-facing teams

Stethoscope emoji

Customer Check-In

Understand your customer’s needs and the value you can provide to them
Handshake emoji

Partnership Discovery

Find great partnerships through mutual opportunity and clear next steps
Computer emoji

Sales Demo

Show off your product and how it solves customer challenges
Briefcase emoji

Sales Qualification

Simplify the process of identifying ideal customers
Rocketship emoji

Customer Launch

Reduce time to value and drive better results
Calendar emoji

Quarterly Business Review

Check-in on health, engagement and trends for key customer accounts
See the full customizable library of meeting templates for customer-facing teams when you sign up

Impress your customers

Join some of the world's most customer-centric companies on Hugo
Get Hugo For Free
See Pricing for Teams of 41+
Hugo H Logo
Explore Hugo
HomeHow it worksIntegrationsBefore & AfterPricing
Meeting Agenda Templates
Solutions by Role
Executives & ManagersSales & Customer SuccessAgencies
Solutions by Need
Align remote and distributed teamsSend notes and tasks to your toolsFind meeting notes in secondsShare with customers and clients
Company
About usBlog & Resource Center
Security CenterPressRelease NotesSupport
The Art of the Customer Meeting
Thumbnail for downloadable Hugo guide
Every customer meeting should add value and push the relationship forward. Learn how.
© 2020 Hugo Corporation
PrivacyTermsContact Us