STRATEGIC PARTNERSHIP

From meeting to CRM: NoBullshit Conseil deploys Recapro in mid-market companies

Process audit, CRM integration, team training: complete support to transform your meetings into actionable data.

Why this partnership

Technology is not enough. Support makes the difference.

Recapro.ai turns your meetings into structured reports. But for the tool to create value, you need to understand your business processes, identify the right flows to digitize and train your teams. That's NoBullshit Conseil's role.

NoBullshit Conseil

Digital transformation and AI automation consulting firm for SMBs and mid-market companies. Pragmatic approach: 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 adjusts configuration. Every meeting becomes actionable data.

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

-75%

report writing time

Reports are auto-generated after every meeting.

+90%

CRM completion

Meeting data feeds directly into your CRM.

100%

data sovereignty

French cloud or On-Premise: your data never leaves your perimeter.

2 wks

for pilot

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

NoBullshit Conseil is a consulting firm specialized in digital transformation and AI automation for SMBs and mid-market companies. Their method: understand the field before deploying technology. That makes the difference between a tool installed and a tool adopted.

Discover NoBullshit Conseil

Services

360 Audit and IT diagnostics
AI transformation and automation
Executive coaching and training
Conversational AI and integrations

Ready to turn meetings into data?

Request a free audit