Shuli turns every meeting into CRM-ready notes and next steps.
Auto-joins calls or transcribes uploaded audio, captures only what matters, and logs everything to your tools — without you lifting a finger.
Notes you can actually keep.
Shuli summarizes the business essentials and excludes personal chatter — so your CRM stays clean and client privacy stays protected.
Built for client-facing professionals in regulated industries.
Explore product features, Salesforce & HubSpot CRM integrations, security & privacy, and pricing.
Integrates with your favorite tools
What is Shuli?
Shuli is an AI meeting assistant built for financial advisors, insurance agents, realtors, and other client-facing professionals. It joins your scheduled video calls — or lets you upload audio recordings from in-person meetings and phone calls — listens for business decisions and commitments, and turns them into structured notes you can push into your CRM and task tools — so your records match what actually happened on the call.
Unlike generic transcription tools, Shuli is designed around relevance filtering and retention: it emphasizes what belongs in a client file and de-emphasizes small talk. Learn more on our About page.
How does Shuli protect client privacy?
Shuli focuses on summaries and structured outputs suitable for CRMs—not a permanent archive of full transcripts. Relevance filtering and sensitive-topic exclusion reduce what gets stored, and retention is purpose-built for compliance-minded teams.
Read the full picture in our Security overview and Privacy Policy.
Who is Shuli for?
Teams in regulated or trust-sensitive industries where notes must be accurate, audit-friendly, and free of unnecessary personal detail. If you live in Salesforce, HubSpot, Redtail, or Wealthbox, Shuli is built to match how you already work—see all integrations and plans.
Client privacy by design.
Every feature built around what should — and shouldn't — be stored.
Relevance filtering
Capture decisions, needs, objections, numbers, and commitments — not side conversations.
Sensitive-topic exclusion
Automatically omits personal or unrelated details from stored notes.
Purpose-built retention
Only structured meeting notes are stored. Full transcripts are processed securely and then deleted automatically.
Audit-friendly outputs
Clean formatting built for CRMs and workflows.
"Shuli stores the summary you'd write — not the transcript you'd regret."
Three steps. Zero effort.
Set it up once, then forget about it.
Connect or upload
Link your calendar — or upload audio from any conversation.
Shuli captures it
Auto-joins video calls or transcribes your uploaded recordings.
Notes → CRM fields → Tasks
Everything lands where it belongs.
Tailored for how you work.
See how Shuli adapts to your industry.
Financial Advisors
- Capture investment discussions and risk tolerance changes
- Auto-log client goals and timeline updates
- Generate compliance-ready meeting summaries
Q4 Portfolio Review — Johnson Family
- •Discussed rebalancing toward 60/40 allocation
- •Client expressed concern about tech sector exposure
- •Reviewed college savings goal: on track for 2027
Risk Tolerance
Moderate
Next Review
Q1 2026
Action Items
3 tasks created
From meeting to CRM in seconds.
Every call becomes structured data — automatically.
Call Summary
Discussed retirement timeline adjustment from 65 to 63. Client comfortable with moderate risk profile...
CRM Fields
Tasks Created
Send retirement projection update
Due: Tomorrow
Review beneficiary designations
Due: This week
Schedule follow-up call
Due: Mar 15
What our users say.
Illustrative examples for discussion; not endorsements. For how we handle data, see Security and Privacy.
"Clean notes, no extra noise. My CRM finally reflects reality."
Sarah M.
Financial Advisor, Wealth Partners LLC
"I used to spend 20 minutes after every call typing notes. Now I just review what Shuli wrote."
David K.
Insurance Agent, Premier Insurance Group
"My clients appreciate that their personal conversations stay private. Only the business stuff gets logged."
Jennifer L.
Senior Realtor, Compass Real Estate
Ready to make meeting notes disappear?
Join professionals who've reclaimed hours every week.