Operations Suite

Let people book you — and let AI take the notes.

Public booking pages with real availability rules, Stripe-gated paid bookings, round-robin and group events — and an AI notetaker that joins Zoom, Meet, Teams, and Webex to bring back the transcript, summary, and action items.

Turn on Operations → See what's inside

One of CRMown's 9 suites · pick it on Pro or get all 9 on Max

Replaces Fathom Fireflies paid scheduling add-ons — scheduling and meeting notes in one suite

What's Inside

The Operations suite, in full.

Booking pages

A public booking page per team member — color, description, custom URL — working for logged-out guests with branding, day/time pickers, custom questions, and optional payment.

Availability rules

Per-day, timezone-aware schedules with before/after buffers, minimum-notice, and maximum-advance limits.

Round-robin & group events

Distribute inbound bookings fairly across the team, or book many people into one session.

Video links, automatically

Google Meet, Microsoft Teams, or Zoom links generated on booking — no copy-paste.

Paid bookings

Stripe-gated meetings — require payment to confirm the slot. Consults and sessions that pay for themselves.

AI Notetaker bot

Joins Zoom, Meet, Teams, and Webex as a participant, captures every speaker on a separate track — real diarization, not LLM-guessed — and posts back transcript, summary, and action items. Region-pinned (US, EU, Asia) for data residency.

AI in Operations

Built in, not bolted on.

True diarization

Every speaker on a separate audio track — who said what, actually known.

Transcript + summary + action items

Posted back to the record after every call.

No separate metering

The notetaker is folded into Operations — no per-meeting fees.

On Mobile

Operations, in your pocket.

Full parity for scheduling

Manage availability, bookings, and booking pages from the phone.

Notetaker without the phone

The bot is dispatched server-side — your phone never captures audio, so mobile meetings get the same transcript and summary.

In Practice

Common use cases

Sales demos

Prospect books via your page → Meet link auto-created → notetaker joins → summary and action items land on the contact record.

Paid consulting

Charge for a 60-minute session at booking time via Stripe.

Team inbound

Round-robin new bookings across reps with per-person buffers.

Pricing

It's a suite, not another subscription.

Operations is one of CRMown's 9 add-on suites — no separate product, no separate bill.

ON PRO — $180/MO

1 of your 4 included suites

Pro includes your choice of 4 suites. Make Operations one of them, or add it beyond your four for $50/mo.

Start Pro →

ON MAX — $397/MO

Included with all 9 suites

Max includes every suite — 100 users, 100,000 contacts, and the whole platform underneath.

Start Max →

Core calendar — events, reminders, and two-way sync with Google / Microsoft / iCloud / Calendly — is free on every plan. Operations layers booking pages, payments, and the notetaker on top. The AI notetaker has no separate metering.

FAQ

Operations questions

Isn't scheduling already included in CRMown?

Core calendar — events, reminders, and two-way sync with Google, Microsoft, iCloud, and Calendly — is free on every plan. Operations adds public booking pages, paid bookings, round-robin, group events, and the AI notetaker.

Which meeting platforms does the notetaker join?

Zoom, Google Meet, Microsoft Teams, and Webex — as a participant, with each speaker captured on a separate track for true diarization.

Where does meeting data live?

The notetaker is region-pinned — US, EU, or Asia — for data residency, and transcripts, summaries, and action items post back to the contact record.

Book more.
Note less.

Booking pages, paid meetings, and an AI notetaker with no separate metering.

Turn on Operations → New here? Try CRMown — 14 days for $14 →

Operations suite on Pro and Max · mobile app included · AI on every plan