Share meeting notes with customers and contractors

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External meetings are harder to get right


It’s hard enough to set agendas before a meeting, much less have meeting notes easily accessible


When you’re working with customers, clients, and contractors — people outside of your org — it’s even more difficult to stay on the same page


A common fix is more “just checking in” emails, and meetings to get updated and realigned


This results in wasting time in unnecessary meetings and repeated conversations

Better meetings for better partnerships

Share notes, tasks and takeaways with your customers and teammates

Set agendas together and share relevant notes and tasks with your customers and your team. Real-time collaboration and a shared understanding of next steps ensures everyone is part of a unified team, regardless of their location or company.

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.

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.

Meeting notes are centralized and shareable to keep everyone in the loop

Hugo shares and centralizes notes so you and other stakeholders don’t have to go to every meeting. Through Hugo and your connected apps, save time and still be in the know.

Secure your most precious meeting knowledge

Create easy-access links for sharing, or keep it private. Your data is encrypted and information is private, accessible only by you (or your team or customer with your permission).
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(free for up to 10 users)
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Our industry is so competitive . . . we focus on the client experience in order to stand out over other accounting firms. Meetings are the biggest touchpoint.

Thanks to Hugo, clients comment on how prepared and organized we are. They actually look forward to meeting with their accountants!
Scott Orn
Kruze Consulting
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