Best CRM for Granola solves a familiar revenue leak: meeting outcomes stay trapped inside notes. Follow-ups slip, ownership stays unclear, and pipeline stages lag behind reality.
Granola AI turns raw meeting notes into structured summaries and action items without adding a meeting bot to the call. A CRM then converts meeting intelligence into contact history, deal movement, tasks, and sequences so every conversation drives the next step.
What Is Granola AI?
Granola AI is an AI notepad built for meeting-heavy work. It captures computer audio, creates a transcript, and turns notes into structured meeting outputs without adding a meeting bot to the call.
Bot-free meeting capture that records computer audio across major meeting platforms
Automatic transcript generation stored with the meeting notes
AI cleanup that turns rough notes into structured summaries and action items
Reusable templates that standardize recurring meeting formats
Search and AI chat across past meetings to retrieve decisions and context fast
Sharing and organization through team folders, plus exports to common work tools
Granola fits founders, sales teams, agencies, partnerships, and customer-facing operators who run many meetings and need reliable follow-ups, consistent documentation, and searchable context.
How Does Granola AI Works?
👉 Granola runs alongside live meetings and captures computer audio to generate a transcript inside the meeting note. Notes and transcript stay connected, so context never splits across tools.
Granola then improves raw notes into a structured output that is easier to share and act on. The result typically includes a clean summary plus clear decisions and next steps based on what gets written and discussed.
A repeatable workflow stays simple
Start a meeting note and write normally during the call
Generate the transcript inside the same note when needed
Convert rough notes into a structured summary and action items
Apply a template to standardize format across recurring meeting types
Share the note to team folders or push it into collaboration tools and supported CRMs
Is Granola AI a CRM?
❌ Granola AI is not a CRM. Granola focuses on meeting capture and meeting output, then turns conversations into structured notes, summaries, and next steps.
A CRM manages revenue execution. It stores contacts and companies, tracks pipeline stages, assigns ownership, schedules follow-ups, and reports on deal health and forecast.
Granola does not replace core CRM functions such as contact management, deal pipelines, task automation, permissions, or revenue reporting. Granola complements a CRM by converting meeting context into clean inputs that a CRM can store, route, and operationalize across the team.
Why Granola Users Need a CRM?
Granola turns meetings into clean outcomes. A CRM turns those outcomes into revenue execution. Without a CRM, meeting intelligence stays informational instead of operational.
Granola output is strongest when it feeds systems that drive ownership, timing, and accountability. A CRM connects meeting context to the right contact and company record, then pushes the next step into pipeline, tasks, and follow-up workflows.
A CRM removes common failure points
✔️ Follow-ups stop depending on memory and move into assigned tasks with due dates
folk is an AI CRM that keeps contact context close to the pipeline. It fits Granola workflows because meeting outcomes move into structured fields fast, then trigger follow-ups through pipelines, sequences, and multi-channel sync. Contact enrichment and AI fields reduce manual cleanup after calls, while email, calendar, and WhatsApp sync keep history attached to the right record so meeting notes stay actionable.
Avantages
Fast setup with low admin overhead for meeting-heavy teams
Strong enrichment and AI fields that keep records clean after every call
Multi-channel context with email, calendar, LinkedIn capture, and WhatsApp sync
Automation options through Zapier, plus API access on higher tiers
Inconvénients
Deep enterprise customization requires the top plan
Tarification
Standard $20 per member per month billed annually
Premium $40 per member per month billed annually
Custom from $80 per member per month billed annually
Attio is a flexible CRM that makes it easy to model custom data, views, and workflows. It fits Granola workflows when meeting outcomes need to become structured fields, pipeline updates, and repeatable follow-ups without forcing a rigid sales process. Strong enrichment and configurable records keep context clean as meeting volume grows.
Avantages
Flexible data model that adapts to different sales motions and relationship workflows
Fast list and view setup for turning meeting outcomes into trackable fields
Workflow building that supports consistent follow-ups after every call
Inconvénients
Setup work increases when objects, views, and automations get more complex
Advanced capabilities concentrate in higher tiers, which raises cost at scale
HubSpot Sales Hub is a full-funnel sales CRM that combines contact management, deals, tasks, sequences, and reporting in one system. It fits Granola workflows when meeting summaries need to become pipeline movement, assigned follow-ups, and measurable execution. Granola notes can attach to the right CRM record, then trigger the next step through workflows and sales engagement features.
Avantages
Strong end-to-end sales workflow that turns meeting outcomes into tasks, sequences, and deal updates
Mature automation and reporting for teams that need forecast visibility and process consistency
Large integration ecosystem that reduces tool switching and manual syncing
Inconvénients
Cost increases quickly as teams scale and higher-tier features become necessary
Setup and governance take time when pipelines, properties, and workflows grow complex
Best experience often depends on committing to the broader HubSpot ecosystem
Tarification
Free $0 per seat per month
Starter $9 per seat per month billed annually
Professional $90 per seat per month billed annually
Enterprise $150 per seat per month billed annually
Pipedrive is a pipeline-first CRM built to keep deals moving with minimal friction. It matches Granola workflows when meeting outcomes need a fast place to land, then convert into next steps, activities, and stage progression. The visual pipeline keeps execution obvious, while email and scheduling features reduce post-call admin.
Avantages
Strong visual pipeline that makes next steps hard to miss
Fast adoption for small and mid-size sales teams
Solid activity tracking for meeting-driven deal cycles
Wide integration coverage for connecting meeting notes to workflows
Inconvénients
Add-ons can increase total cost for teams needing more than core CRM
Advanced reporting and governance stay lighter than enterprise suites
Deep customization remains more limited than highly configurable platforms
Salesforce Sales Cloud is an enterprise CRM built for complex sales operations. It fits Granola workflows when meeting outcomes need to drive strict process, ownership, approvals, and forecasting across large teams. Deep customization maps meeting outcomes into fields, objects, and automation that match real workflows, then enforces consistency at scale.
Avantages
Deep customization for pipelines, objects, permissions, and automations
Strong reporting and forecasting for leadership visibility
Broad integration ecosystem for complex stacks
Inconvénients
Setup and ongoing administration stay heavy
Adoption takes time due to interface complexity
Total cost increases quickly with higher tiers and add-ons
Tarification
Starter Suite $25 per user per month billed annually
Pro Suite $100 per user per month billed annually
Enterprise $175 per user per month billed annually
Unlimited $350 per user per month billed annually
Agentforce 1 Sales $550 per user per month billed annually
Zoho CRM is a feature-rich CRM that covers pipelines, contacts, automations, and reporting at a cost that stays accessible for growing teams. It fits Granola workflows when meeting outcomes need to become structured fields, deal updates, and scheduled follow-ups without moving into enterprise-level complexity. It also connects well inside the broader Zoho ecosystem for teams that want more than a standalone CRM.
Avantages
Strong feature coverage for the price across sales, automation, and reporting
Flexible customization for fields, modules, and sales processes
Good fit for teams that want a complete CRM without premium-suite pricing
Inconvénients
Interface and configuration can feel dense as processes expand
Some advanced automation and analytics require higher tiers or add-ons
Best experience often improves when multiple Zoho apps are adopted
Tarification
Standard $14 per user per month billed annually
Professional $23 per user per month billed annually
Close is a sales CRM built for fast execution after conversations. It centralizes email, calling, and SMS in one place, then turns meeting outcomes into tasks, sequences, and pipeline movement without heavy admin. Granola meeting outputs pair well with Close when follow-ups need to happen the same day and reps need a single workflow for outreach and next steps.
Avantages
Built-in calling, email, and SMS that keep follow-ups in one workflow
Strong task and inbox model that prevents dropped next steps
Automation on higher plans for routing, reminders, and repeatable follow-ups
Fast UI designed for high-volume sales motions
Inconvénients
The best automation and permissions require higher tiers
Reporting depth stays narrower than enterprise suites
folk is an AI CRM that keeps contact context close to the pipeline. It fits Granola workflows because meeting outcomes move into structured fields fast, then trigger follow-ups through pipelines, sequences, and multi-channel sync. Contact enrichment and AI fields reduce manual cleanup after calls, while email, calendar, and WhatsApp sync keep history attached to the right record so meeting notes stay actionable.
Avantages
Fast setup with low admin overhead for meeting-heavy teams
Strong enrichment and AI fields that keep records clean after every call
Multi-channel context with email, calendar, LinkedIn capture, and WhatsApp sync
Automation options through Zapier, plus API access on higher tiers
Inconvénients
Deep enterprise customization requires the top plan
Attio is a flexible CRM that makes it easy to model custom data, views, and workflows. It fits Granola workflows when meeting outcomes need to become structured fields, pipeline updates, and repeatable follow-ups without forcing a rigid sales process. Strong enrichment and configurable records keep context clean as meeting volume grows.
Avantages
Flexible data model that adapts to different sales motions and relationship workflows
Fast list and view setup for turning meeting outcomes into trackable fields
Workflow building that supports consistent follow-ups after every call
Inconvénients
Setup work increases when objects, views, and automations get more complex
Advanced capabilities concentrate in higher tiers, which raises cost at scale
HubSpot Sales Hub is a full-funnel sales CRM that combines contact management, deals, tasks, sequences, and reporting in one system. It fits Granola workflows when meeting summaries need to become pipeline movement, assigned follow-ups, and measurable execution. Granola notes can attach to the right CRM record, then trigger the next step through workflows and sales engagement features.
Avantages
Strong end-to-end sales workflow that turns meeting outcomes into tasks, sequences, and deal updates
Mature automation and reporting for teams that need forecast visibility and process consistency
Large integration ecosystem that reduces tool switching and manual syncing
Inconvénients
Cost increases quickly as teams scale and higher-tier features become necessary
Setup and governance take time when pipelines, properties, and workflows grow complex
Best experience often depends on committing to the broader HubSpot ecosystem
Pipedrive is a pipeline-first CRM built to keep deals moving with minimal friction. It matches Granola workflows when meeting outcomes need a fast place to land, then convert into next steps, activities, and stage progression. The visual pipeline keeps execution obvious, while email and scheduling features reduce post-call admin.
Avantages
Strong visual pipeline that makes next steps hard to miss
Fast adoption for small and mid-size sales teams
Solid activity tracking for meeting-driven deal cycles
Wide integration coverage for connecting meeting notes to workflows
Inconvénients
Add-ons can increase total cost for teams needing more than core CRM
Advanced reporting and governance stay lighter than enterprise suites
Deep customization remains more limited than highly configurable platforms
Salesforce Sales Cloud is an enterprise CRM built for complex sales operations. It fits Granola workflows when meeting outcomes need to drive strict process, ownership, approvals, and forecasting across large teams. Deep customization maps meeting outcomes into fields, objects, and automation that match real workflows, then enforces consistency at scale.
Avantages
Deep customization for pipelines, objects, permissions, and automations
Strong reporting and forecasting for leadership visibility
Broad integration ecosystem for complex stacks
Inconvénients
Setup and ongoing administration stay heavy
Adoption takes time due to interface complexity
Total cost increases quickly with higher tiers and add-ons
Zoho CRM is a feature-rich CRM that covers pipelines, contacts, automations, and reporting at a cost that stays accessible for growing teams. It fits Granola workflows when meeting outcomes need to become structured fields, deal updates, and scheduled follow-ups without moving into enterprise-level complexity. It also connects well inside the broader Zoho ecosystem for teams that want more than a standalone CRM.
Avantages
Strong feature coverage for the price across sales, automation, and reporting
Flexible customization for fields, modules, and sales processes
Good fit for teams that want a complete CRM without premium-suite pricing
Inconvénients
Interface and configuration can feel dense as processes expand
Some advanced automation and analytics require higher tiers or add-ons
Best experience often improves when multiple Zoho apps are adopted
Close is a sales CRM built for fast execution after conversations. It centralizes email, calling, and SMS in one place, then turns meeting outcomes into tasks, sequences, and pipeline movement without heavy admin. Granola meeting outputs pair well with Close when follow-ups need to happen the same day and reps need a single workflow for outreach and next steps.
Avantages
Built-in calling, email, and SMS that keep follow-ups in one workflow
Strong task and inbox model that prevents dropped next steps
Automation on higher plans for routing, reminders, and repeatable follow-ups
Fast UI designed for high-volume sales motions
Inconvénients
The best automation and permissions require higher tiers
Reporting depth stays narrower than enterprise suites
Built-in calling, email, and SMS for rapid follow-up
$9
Conclusion
folk is the best CRM for Granola users because it closes the execution gap between “meeting output” and “revenue progress.” Granola can generate clean notes, summaries, and next steps, but without a CRM those outcomes stay trapped in documents and never become pipeline movement.
folk turns Granola outcomes into action fast. Meeting context attaches to the right contact and company, then drives structured follow-ups through pipelines and sequences. Records stay clean through enrichment and AI fields, which matters when meetings stack up and manual admin breaks. Multi-channel sync keeps the full relationship timeline in one place, so decisions made in a call do not get lost across inboxes, calendars, and chats.
