Shuli turns every meeting into CRM-ready notes and next steps.
Auto-joins calls, 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.
Integrates with your favorite tools
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 once
Link your calendar and CRM. Takes 2 minutes.
Shuli joins automatically
No links to share. No buttons to click.
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.
"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.