Deliver a smooth, professional client experience with AI-first notes, a productivity suite that turns meetings into polished deliverables, and seamless scheduling, all connected — without the added cost or complexity of traditional tools.
Take this short quiz to see where you stand, and what's possible.
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Too much time is being lost to scheduling friction, reschedules, and back-and-forth emails.
With Scheduler, clients can book instantly, receive reminders automatically, and meet through a polished branded booking page.
Less coordination. More client conversations.
You’re spending valuable attention taking notes, digging through old conversations, or trying to remember details later.
My Notes can automatically generate organized notes, flag key decisions, and include action items from your meetings — so you stay present and always prepared.
Less note-taking. More confidence with clients.
Your meetings create work — recaps, proposals, summaries, presentations, and next steps.
With AI productivity tools, turn meeting content into polished docs, presentations, and follow-ups in minutes.
Less admin work. More billable work.
Clients instantly book through your scheduling page. My Notes captures key takeaways, while Canvas turns them into personalized action plans, recaps, and check-ins.
Before a campaign review, use Sheets to pull performance trends. Capture goals and feedback live with My Notes, then turn those insights into a polished deck with Slides.
Use Sheets to track portfolio performance and financial goals. My Notes captures client updates during meetings, and Slides turns them into personalized decks with growth forecasts and next steps.
Clients schedule policy reviews while Sheets summarizes coverage history, claims, and renewals. My Notes captures key questions during the meeting, and Paper generates a shareable coverage proposal.
Before a strategy session, compile insights using Sheets. During, generate a polished recap with My Notes. Afterward, use the recap to create an SOW with Paper.
Manage your CRM, proposals, projects, and invoices in one easy-to-use platform that helps your business move faster and smarter.
Explore products and pricing for professional services software.
Zoom offers a suite of "AI-first" tools designed to create a seamless client experience. This includes branded scheduling pages via Zoom Scheduler, automated meeting summaries that ensure no detail is missed, and custom AI agents (coming soon) that help you walk into every consultation fully prepared with context from past interactions.
The platform focuses on "scaling without burnout" by replacing manual admin tasks with AI-driven automation. Instead of spending hours after every call writing follow-up emails, coordinating calendars, or manually updating records, Zoom’s AI workflows handle these tasks automatically. This allows solo practitioners and small teams to handle a higher volume of clients and billable work while maintaining a high-touch, professional feel that usually requires a much larger staff.
Yes. Through the "My Notes" feature, you can utilize Zoom’s AI note taking capabilities for meetings held on third-party platforms like Microsoft Teams and Google Meet, as well as for in-person sessions. This allows you to maintain a consistent record of all client interactions regardless of the software used.
Zoom Scheduler is designed to reduce back-and-forth emails by allowing clients to book instantly. It includes features like unlimited event types, automated reminders to reduce no-shows, and the ability to collect payments (via Stripe) before a booking is confirmed. It is often included at no additional cost in Zoom Business and Enterprise plans.
Zoom provides specialized workflows for various service-based roles to automate their specific admin burdens. For example:
*Features and capabilities are subject to applicable usage limits, availability, and AI credit balances. Certain functions may require additional subscriptions or credits. Actual performance may vary depending on prompt, system conditions, and available data.
