How Flowmeets became the hub for customer information at Leasify
Martin Rosén and the team at Leasify went from manual meeting notes typed into HubSpot. Now the summary lands in HubSpot, and they look up the case in Flowmeets first.
“What made the product a wow for me is how on point the summaries are.”
Leasify provides lease accounting under IFRS 16, K3 and RKR R5. The sales team and the consultants, who handle onboarding and financial consulting for customers, use Flowmeets in their meetings. They work in HubSpot, and Flowmeets fills in HubSpot after every meeting.
Notes were pasted in by hand
Before Flowmeets, the sellers wrote notes by hand during the meeting and pasted them into HubSpot. Some took a lot of notes during the call, others summed up the main points afterwards. Both steps took time, and it was hard to go back and hear exactly how the customer reacted.
Martin had used Copilot, Teams transcription and Slack before. It was not enough for what Leasify needed.
Control lived in people’s heads
When the sales process was to be reviewed, Martin wanted to raise the hygiene in the CRM and get a better grip on what had actually been said. As a manager, he needed to be able to go back when something was unclear about what had been promised or agreed. It was not gathered in one place.
Summaries that pick up the right things
What made the difference for Martin was the summaries. A one-hour meeting lands in three to five sentences that bring out what matters. If something is missing, areas such as the pricing question can be opened separately. Without the crisp summary, the feature would have been hard to use.
A safety belt in the sales process
When Martin saw a demo, he felt the system sold itself. It raised the hygiene in the CRM, gave more control over the sales process and worked as a safety belt for him as a manager: being able to go back when something is unclear about what was said.
Before the next meeting with the same customer, the seller can open the last one, hear the response when something was proposed and not have to keep it all in their head. The summary and the notes from the meeting land in HubSpot, so the CRM is updated without anyone pasting in text by hand.
It spread through the company on its own
Sales started. Then the consultants came in, in a second wave. When colleagues asked for notes from a meeting, Martin could pull them up on the spot. It spread around the office. Now almost everyone at the company has Flowmeets.
Customer data calls for trust
Leasify gets a lot of customer data in its meetings. For them, trust in the product matters, and security is a basic requirement. Flowmeets is GDPR-aligned; SOC 2, ISO 27001 and ISO 42001 are in progress.
Time back, and sharper insight
Gathering notes and updating HubSpot used to take about half an hour a day. That time has been cut: the summary lands in HubSpot from Flowmeets instead of being pasted in by hand. Martin estimates they save about 20 minutes per meeting. For him, though, the rise in the quality of the insight weighs more than the minutes saved: being able to go back and find what was said.
Where you go first to understand a case
Flowmeets is the place for meeting summaries, suggested next steps and information about deals. Transcription and recording are there, but it is also where Martin goes when he wants to understand a specific sales process. HubSpot is still their CRM. Even when the same information is there, Flowmeets is the first choice.
