CRM

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Financial advisors, they have this project. You know who else meets with clients all the time? Insurance agents. So maybe we just go and talk to them." And it turns out they also have the project on their to-do list of minimizing the amount of time they spend taking meeting notes. But the U isn't there because they don't have to they're not required to put meeting notes into their CRM. So their existing options, the first L, are not taking meeting notes, which they were already doing. And so, you can see the

But the U isn't there because they don't have to they're not required to put meeting notes into their CRM.

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