Joe Moss

I put together a feature set for the AI notetakers, generally it seems like the ones with more features, more integrations... have done better in capturing market share Linked in a Google sheet here. if you see any missing tools or features, please let me know! - Mili - Jump - Greminders - Zocks - Thyme/Hazel - Pulse360 - Focal - Fireflies - Fathom - Grain - Vega Minds - FinMate AI - YourStake - Quin - Wealthbox - Paradino - Warmer - Knapsack - DataDasher - Continuum - Impruve - Filenote.ai - Zeplyn - econiq - Nitrogen

New comment 17d ago

AI Notetakers for advisors - updated feature sets

Joe Moss

0 likes • Aug 15

@Michael Harris They are monthly prices at the annual rate

Joe Moss

0 likes • 17d

@Parker Ence nice rebrand https://jump.ai/

Shanda Mansperger

30d •

Business - Processes

Hubspot CRM

Hi All, just wondering and sorry if this was already asked, anyone here use Hubspot as a fully integrated CRM?

New comment 29d ago

Joe Moss

0 likes • 30d

https://www.skool.com/ria-os/-/search?q=hubspot

Joe Moss

0 likes • 29d

@Shanda Mansperger yeah, I don't know that there's a great solution for a combined Service/Marketing CRM in this space yet, however I think there may be soon... check out https://www.slant.app/

Joe Moss

Aug 21 •

General discussion

let there be cat

Skool has a mascot... Type "let there be cat" in the search bar to get rid of it type "shoo cat" this is a super high value post, you're welcome!

New comment Aug 21