Filters & Alerts

Monitor conversations to stay ahead and respond effectively to critical developments
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Add Alerts to your Deal Workflows

Empowers you with precision and promptness to close deals

Filters

Once you've selected your preferred filter criteria, you can save them for future use during conversation searches.

Our versatile filters allow you to narrow down calls based on parameters such as stage, team member, trackers, labels, and 30 additional call and deal factors. Saving filters is not just about organization; it unlocks a range of functionalities, like generating customized notes (AI docs) for specific calls.
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Alerts

You can set up alerts tailored to your criteria, enabling notifications for specific calls.

These alerts can be configured for immediate delivery or consolidated sharing at day or weekend intervals. 

Explore some practical alerts to streamline your communication tracking. Receive instant notifications for low-scoring calls in the Pricing/Negotiation stage, mentions of competitor names or pricing plans, and instances where customers express concerns with negative terms like "bugs" or "fixes."

Our alert system supports popular channels like Slack, Email, and Zapier, ensuring seamless integration into your workflow.

See MeetRecord live in action!

Get in-depth visibility into your sales conversations. Rated 4.8 on G2.

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