Simple, transparent pricing
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BasicStarter
Everything Synopsist writes, from meetings you bring it yourself.Session notes and your clients' plans, from sessions you record or upload.
- Unlimited executive summaries
- Client records with full meeting history
- Upload transcripts, Word documents, PDFs or your own notes
- Upload a recording — phone calls, in-person meetings, voice memos
- File every meeting into your CRM — Salesforce, HubSpot, Wealthbox and more
- Summaries saved to Google Drive or OneDrive
- Record in-person meetings with the desktop app
- Custom branding — logo, colours and fonts
- Download as DOCX or PDF, or email straight to clients
- Session notes written for you after every session
- A plan from each session: the homework your client agreed to and their goals
- A portal for every client, with no limit on clients
- Clients tick off homework, update their goals and send you files
- Record in person, or upload a recording or transcript
- Your logo and colours on your notes and your clients' portal
- Word and PDF downloads, or email notes to your client
MOST POPULAR
AdvancedPro
Synopsist joins your meetings, so the summary is waiting when you finish.Synopsist joins your sessions, so the notes and the plan are waiting when you finish.
- Everything in Basic
- Zoom, Google Meet, Teams and Webex — Synopsist joins and records
- Summaries appear on their own after every meeting
- Your calendar read ahead, so nothing is missed
- Open threads tracked from one meeting to the next
- A brief on each client before you meet them
- Follow-up reminders when a client goes quiet
- Nothing to upload, ever
- Everything in Starter
- Zoom, Google Meet, Teams and Webex: Synopsist joins and records
- Your calendar read ahead, so no session is missed
- A brief before each session: homework done and not done, goals, what to raise
- Topics you're working on with each client, followed from session to session
- Connect HubSpot, Salesforce or Pipedrive
Premium
Call clients from Synopsist and the write-up happens by itself.
- Everything in Advanced
- Call clients from your own Synopsist number
- Your phone rings first — nothing to install, no softphone
- Every call recorded, transcribed and summarized
- Calls filed to your CRM like any other meeting
- Clients calling back are captured too
- Includes 500 minutes a month
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