From meeting to CRM: NoBullshit Conseil (NB Conseil) deploys Recapro in mid-market companies
Process audit, CRM integration, team training. Your meetings end up as usable data inside the CRM.
A tool alone is not enough. It still has to be wired into the field.
Recapro.ai turns your meetings into structured reports. The remaining work is mapping your business processes, picking the flows worth digitizing first, and training your teams. That's what NoBullshit Conseil (NB Conseil) does.
NoBullshit ConseilNoBullshit Conseil
Digital transformation and AI automation consulting firm for SMBs and mid-market companies, also known as NB Conseil. Field audit, rapid deployment, measurable results.
The integration journey
Document process audit
NoBullshit Conseil maps your meetings, client appointments and committees: who participates, what information is exchanged, where notes end up. The goal: identify the flows where Recapro generates the most value.
Deliverable: document flow mapping with value-add scoring by meeting type.
Configuration and CRM integration
Based on the audit, NoBullshit Conseil configures Recapro for your priority use cases: report templates, CRM fields to auto-populate, document routing rules.
Deliverable: Recapro configured with your business templates, connected to your CRM (Salesforce, HubSpot, Pipedrive...).
Pilot and field validation
Deployment to a pilot team for 2 weeks. NoBullshit Conseil measures adoption, collects feedback and tunes the configuration as it goes.
Deliverable: pilot report with metrics (time saved, CRM completion rate, team satisfaction).
Deployment and training
Rollout to all teams. Training on recording best practices, report utilization and analytics dashboard usage.
Deliverable: autonomous teams, internal playbook, upskilling process in place.
Observed results
Reports are auto-generated after every meeting.
Meeting data feeds directly into your CRM.
French cloud or On-Premise: your data never leaves your perimeter.
Measurable results from the very first recorded meetings.
Concrete use cases
Insurance broker — 200 appointments/month
Each field expertise generates a structured report in 30 seconds. CRM is updated automatically. Claims managers save 2h/day on writing.
Law firm — client consultations
Consultations are transcribed and structured under attorney-client privilege (On-Premise). Lawyers find every client commitment in 3 clicks.
Auto dealership network — board meetings
Weekly board meetings automatically generate assigned actions and deadlines. Execution tracking is integrated into the management tool.
About NoBullshit Conseil (NB Conseil)
NoBullshit Conseil, also known as NB Conseil, is a consulting firm focused on digital transformation and AI automation for SMBs and mid-market companies. Their method: understand the field before deploying technology. Without that, the tool stays installed and never gets used.
Discover NB ConseilServices
- 360 Audit and IT diagnostics
- AI transformation and automation
- Executive coaching and training
- Conversational AI and integrations
Get your meetings into the CRM.
Free audit of your document processes. NoBullshit Conseil and Recapro handle the audit, the configuration, the pilot and the training.