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You know what’s changed at your customer’s company before they tell you.
Before every meeting, Homeport brings together what you know about the account and what you might have missed: new leadership, recent job postings, tenders, and press coverage. Every insight includes its source and date.
Meeting prep today means eight tabs and a gut feeling.
Ten minutes before the meeting, you search for the last email, check the website, scan LinkedIn, then open the CRM. It has nothing new because no one has updated it since the last conversation. And what has actually changed at the customer’s company may be missing from all of them.
How your briefing comes together
No manual entry. No research. Before every meeting, Homeport automatically brings together what it knows about the account.
The meeting is in your calendar
That’s all Homeport needs. No names to enter, no research to start. The calendar event is enough.
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Homeport brings everything together
Your conversation history, open topics from previous meetings, CRM data, and ongoing monitoring of more than 50 external sources: company registers, job postings, tenders, press coverage, and company channels.
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Your briefing is ready before the meeting
In your inbox or in Homeport. One page, not ten. Every point includes a source and date, with one click to the original.
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What's in the briefing
Any note-taking tool can handle the first two points. The other three aren't in any meeting minutes.
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Who’s in the meeting and what you discussed last time
Open topics that haven't turned into a proposal yet
Changes in the company register: new leadership, location, and ownership
Recent job openings, tenders, and press mentions
A source and date for every point, with one click to the original
You don't need to switch your CRM to use it.
Read-only access to HubSpot, Pipedrive, or Salesforce is enough, along with your calendar. Homeport fills the gaps in your data and feeds structured information back into your CRM. Your processes, reports, and permissions stay where they are. You simply get better data.
After the meeting, the notes write themselves.
HoHomeport captures phone, Zoom, and Teams conversations, creates the CRM entry, and drafts a follow-up, proposal, or one-pager using your own pricing and references. What you discuss today becomes the foundation for your next briefing.
How Homeport handles meeting follow-ups →Your customer conversations never leave Germany.
Homeport runs on the ISO 27001-certified Open Telekom Cloud, hosted in Germany and the Netherlands under European jurisdiction. Data is enriched from publicly accessible corporate sources—commercial registers, job postings, tenders, press releases, and company channels.
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Your next meeting is already on the calendar.
Start for free and connect your calendar. The briefing for your next customer meeting arrives automatically. No implementation project, no training, just read-only access.