Baxter is an AI meeting assistant designed for relationship‑driven firms, automating the entire meeting lifecycle from pre‑briefing to post‑meeting follow‑up. It pulls data from your CRM and external sources to generate tailored briefings, joins Google Meet, Microsoft Teams, or Zoom to transcribe and summarize conversations, then updates CRM records, enriches contacts, creates tasks, and drafts follow‑up emails—all without manual admin. Integrations include Salesforce, HubSpot, Pipedrive, Wealthbox and major video platforms.
Funding
Funding not disclosed
Founders
Product
Problem
Relationship-driven firms such as placement agents, wealth advisors, and consultants spend significant time preparing for meetings, manually taking notes, and updating CRM systems after calls, leading to fragmented information and missed follow‑up opportunities.
Solution
Baxter automates the entire meeting lifecycle for these firms. Before each meeting it generates a briefing that aggregates people, companies, relationship history, recent news, and relevant CRM data. During the call it joins Google Meet, Microsoft Teams, or Zoom—or records in‑person or phone conversations—to capture audio, produce a transcription, and create a structured recap. After the meeting Baxter updates CRM records, enriches contact and company profiles, creates tasks and timelines, and drafts follow‑up emails, delivering all outputs to the user’s inbox. The platform also provides a searchable, firm‑wide memory that retains relationship intelligence even when team members leave, ensuring knowledge compounds over time.
Target Audience
Primary customers are relationship‑focused professional services firms—including placement agents, wealth advisors, asset managers, and consultants—that rely on frequent client interactions and CRM data to drive business.
Features
- Automatic pre‑meeting briefings with people, companies, relationship history, recent developments, and CRM context delivered to inbox
- AI‑driven note‑taking that joins Google Meet, Microsoft Teams, Zoom, or records via device mic, providing real‑time transcription and recap
- Post‑meeting automation: structured summaries, CRM updates, contact/company enrichment, task creation, and drafted follow‑up emails
- Conversational query interface to search the firm’s entire meeting and CRM memory for past decisions, action items, and relationship details
- Institutional memory that remains firm‑owned and searchable, preserving knowledge across personnel changes
- Integrations with major calendars and CRMs (Google Calendar, Microsoft Outlook, Salesforce, HubSpot, Pipedrive, Wealthbox) and video platforms