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Join our Open Beta: CRM AI Meeting Analysis

Jan 7, 2026
new
CRM
AI

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Join our Open Beta of Meeting Analysis, the first capability under Vendasta CRM AI, now available in Partner Center. We are also rolling out a Trusted Tester program for your clients using Business App.

This release introduces AI meeting recording and analysis designed to help businesses capture sales conversations, follow up faster, and improve performance, all directly inside the CRM.

What’s launching in this beta

CRM AI Meeting Analysis CRM AI Meeting Analysis capability helps sales teams move deals forward with confidence by giving them complete visibility into every customer conversation. Once enabled, it automatically:

  • Records and transcribes meetings on Google Meet
  • Generates AI summaries, with insights like key topics action items
  • Surfaces conversation metrics and insights to support coaching and follow-up
  • Stores everything directly in the CRM for easy access This capability is designed to be lightweight and accessible, making it especially valuable for SMBs and partners who want better sales insights without adding complexity.

Screenshot 2026-01-07 at 12

Meeting Analysis helps you and your clients:

  • Capture every sales conversation Meetings are automatically recorded, transcribed, and summarized so important details are easily accessible in the CRM.
  • Follow up faster with clear next steps AI-generated summaries and action items make it easy to gain context and respond quickly after every meeting.
  • Improve sales performance Sellers and managers can review conversation metrics and key moments to understand what’s working and where to improve.
  • Stay organized inside the CRM All meetings, recordings, and insights live directly in CRM → My Meetings, eliminating manual note-taking and scattered tools.
  • Manage visibility and control With built-in privacy settings, users can control who can view meeting recordings, transcripts, and notes. Screenshot 2026-01-07 at 12

Trusted Tester for Business App

We are also rolling out a Trusted Tester program for Business App users. If you would like to activate this feature for your clients:

  1. Fill out and submit this request form with client details for each client
  2. Once approved, Meeting Analysis will be enabled for that client
  3. End users (clients) can then connect their calendar and begin recording meetings The Trusted Tester program is intentionally gated so we can closely monitor usage, gather feedback, and refine the experience ahead of the full launch. Your (and your client’s) feedback would have a direct impact on our product release.

Availability

Partner Center

  • Open Beta: January 7, 2026
  • Meeting Analysis only
  • Free access from Starter plan and above Business App
  • Trusted Tester: January 7, 2026
  • Meeting Analysis only
  • Gated access via Trusted Tester request form

How to start using Meeting Analysis

  1. Users connect their Google calendar in CRM → My Meetings
  2. Eligible meetings are automatically detected and recorded
  3. After the meeting, AI-generated summaries and insights are created
  4. Users can review everything in the Meeting Details page, including:
  • Summary and action items
  • Conversation metrics and AI insights
  • Participants and transcript
  • Recording playback Built-in visibility and privacy controls allow users to decide who can view each meeting and whether it’s logged in the CRM. See the guide here

Coming soon: CRM AI

This Open Beta is the first step in the upcoming launch of CRM AI. When it’s available to sell, this product will unlock the capabilities of the AI Sales Assistant, as well as sales engagement and automation across the sales journey. CRM AI CRM AI is Vendasta’s upcoming sales productivity and engagement solution that combines our CRM with AI-powered meeting intelligence, and sales engagement. With an AI employee that automates CRM updates, and sales outreach, CRM AI reduces manual tasks, improves follow-up, and gives teams clearer visibility into their sales process and customer journey.

AI Sales Assistant AI Sales Assistant helps businesses spend less time on admin by turning conversations into data and on-demand insights.

  • It automatically updates CRM contacts, companies, and opportunities after every meeting, so records stay accurate without manual intervention.
  • With access to CRM and meeting data, the AI Sales Assistant answers natural-language questions about accounts, meetings, and opportunities so sellers and sales leaders can get context when they need.

Release timeline:

  • Early February, 2026 – Open Beta of CRM AI & AI Sales Assistant in Business App
  • Late March, 2026 – General Availability of CRM AI as a paid SKU with tiered editions

Learn more

We’ve published detailed documentation to help partners and clients get the most out of the meeting analysis release:

  • Setting up calendar integration
  • Managing visibility and privacy settings
  • Understanding AI insights and scores
  • Reviewing meetings and improving performance Visit My Meetings documentation to explore all available guides.

We’d love your feedback as you test this beta. Your input will directly shape the GA release of CRM AI.