---
title: "Features - Everything Floral does | Floral"
description: "Capture, living knowledge, context first, openness, and digital colleagues. AI briefings, recorder app, structured summaries, the assistant, calendar sync, workspace insights, and an optional full CRM - every Floral feature in one place."
canonical: https://floral.so/features
---

# Features - Everything Floral does | Floral

> Capture, living knowledge, context first, openness, and digital colleagues. AI briefings, recorder app, structured summaries, the assistant, calendar sync, workspace insights, and an optional full CRM - every Floral feature in one place.

Source: https://floral.so/features

Features

# Everything Floral does, in one place

Every feature below serves the same job: gather what your company knows, keep it living, and put it to work. Floral captures everything - including what nobody wrote down; turns it into living knowledge that lands in your CRM; gives you context the moment you need it; keeps your data yours, never locked to anyone’s model; and hands your people and their digital colleagues what they need to do the work.

[Sign up](https://floral.so/signup)[Let's meet](https://floral.so/book-a-demo)[Jump to features ](#core-features)

Core platform

## In every Floral workspace

Available to every seat, no add-on required - in the order knowledge moves through Floral: capture it, structure it, use it, act on it, and see the whole picture.

### Capture every meeting - in the room or online

The native iPhone, iPad and Android app records in-room meetings - tap record, walk out with a structured summary. The labelled bot joins Zoom, Teams and Google Meet. And the calendar integration spots external meetings, so capture and prep happen without anyone remembering to ask.

[See the recorder app ](https://floral.so/features/meeting-recorder-transcription-app)[See the online recorder bot ](https://floral.so/features/online-meeting-recorder-bot)

![Floral recording an online meeting](https://floral.so/img/features/online-meeting-recorder-bot/meeting-detail.png)

![Floral mobile app capturing an in-room meeting](https://floral.so/img/features/meeting-recorder-transcription-app/iphone-recording.png)

### AI meeting summaries - living knowledge in your CRM

Floral turns every meeting into a structured summary - discussion, decisions, to-dos - with speaker differentiation and a human approval step. One approval, and the company, deal, contacts and full note land in the CRM you already use. Zero copy-paste.

[See summaries in detail ](https://floral.so/features/ai-meeting-summaries)

![Floral AI meeting summary detail](https://floral.so/img/features/site/summary-detail.en.png)

### AI meeting briefings - context before you walk in

Before every external meeting, Floral builds a brief from company registry and financial data, five years of key figures, recent news, and your team’s own history with the company - including a SWOT analysis and concrete talking points. No more 30-minute pre-meeting LinkedIn deep-dives.

[See briefings in detail ](https://floral.so/features/ai-meeting-briefings)

![Floral AI meeting briefing detail view](https://floral.so/img/features/site/briefing-detail.en.png)

### The AI assistant - ask, analyse, act

Chat across everything your company knows: meetings, sources, contacts, deals and tasks. The assistant finds, analyses, and gets the work done - with your permissions, approval before every write, and open MCP access so it works with any AI model, never locked to one vendor.

[See the assistant ](https://floral.so/features/ai-assistant)

![Scattered documents becoming answers and completed work](https://floral.so/img/assistant-illustration.png)

### Workspace insights - the whole picture for leadership

Meeting volume, time allocation, briefing usage and summary throughput - by person and by month. See how meetings turn into outcomes, see which themes recur across approved summaries, and coach on the leading indicators instead of last quarter’s numbers.

[See workspace insights ](https://floral.so/features/workspace-insights)

![Floral workspace insights dashboard](https://floral.so/img/features/site/insights.en.png)

The full list

## Every feature, in detail

Capture everything

### [Meeting recorder & transcription app](https://floral.so/features/meeting-recorder-transcription-app)

Native iPhone, iPad and Android app for in-room meetings. Pause/resume, crash recovery and EU-hosted upload - foreground-only by design, so Floral never listens when you’re not in control.

### [Online meeting recorder bot](https://floral.so/features/online-meeting-recorder-bot)

Joins Zoom, Microsoft Teams and Google Meet as a clearly labelled participant and produces the same structured summary as in-room meetings. No browser extensions, no screen sharing.

### [Calendar integration](https://floral.so/features/calendar-integration)

Google Calendar and Outlook sync spots external meetings and queues briefings and the recorder automatically. Email-forward fallback when a full OAuth connection isn’t an option.

### [Knowledge sources](https://floral.so/features/knowledge-sources)

Upload PDF, DOCX and XLSX files, add a web page or crawl a whole website, or paste text. Everything becomes searchable knowledge that briefings and the assistant draw on.

Living knowledge

### [AI meeting summaries](https://floral.so/features/ai-meeting-summaries)

Structured summaries - discussion, decisions, to-dos - with speaker differentiation, a three-step human approval flow and one-click PDF export.

### [CRM sync on approval](https://floral.so/features/crm/integrations)

One approval pushes the company, deal, contacts and full note into the CRM you already use - with a deep link back to Floral on every record.

### Living knowledge base

Every conversation and source lands in one searchable base that stays current after every meeting - the memory of the whole company, available to everyone.

### [Transcripts & retention](https://floral.so/features/security-and-data)

Word-for-word transcripts with speaker labels - and workspace-level retention controls for teams that only want the approved summaries kept.

Context first

### [AI meeting briefings](https://floral.so/features/ai-meeting-briefings)

Company registry and financial data, five years of key figures, recent news, a SWOT analysis and concrete talking points - delivered before every external meeting on the calendar.

### [Workspace AI context & branding](https://floral.so/features/workspace-ai-context)

Teach Floral your vocabulary, your target customers and your tone - per workspace and per person. Org-level logo and colours on PDF exports and customer-facing surfaces.

Digital colleagues

### [AI assistant](https://floral.so/features/ai-assistant)

Chat across everything your company knows: find, analyse and get the work done - with the permissions of the person using it, and approval before every write.

### [Proactive intelligence](https://floral.so/features/proactive-intelligence)

After each approved summary, Floral proposes up to three follow-ups - a task, a record update or a deal stage - with the exact passage behind them. You approve, edit or dismiss - nothing writes itself.

### [API and MCP](https://floral.so/features/api-and-mcp)

A public REST API with scoped tokens and an OpenAPI spec, plus an MCP server with 58 tools so Claude, ChatGPT and other AI clients reach the same knowledge. Never locked to one vendor’s model.

Overview & administration

### [Workspace insights](https://floral.so/features/workspace-insights)

Meeting volume, time allocation, briefing usage and summary throughput - by person, by month - so leadership sees how meetings turn into outcomes.

### [Per-user feature access](https://floral.so/features/per-user-feature-access)

Show every teammate only the surfaces their role uses - and the assistant inherits exactly the same limits. Server-enforced, not just hidden UI.

### Notifications & the small stuff

Email notifications for new briefings and summaries, one-click PDF export, command-palette search, workspace switcher and a public help centre.

### [Security and EU data](https://floral.so/features/security-and-data)

Data stored and processed in the EU, AI models on an EU endpoint with provider storage disabled, never used for training. Internal-meeting switch, retention controls and export at any time.

### Danish-first, GDPR-compliant

CVR auto-lookup, native Danish UI and support - English for international teams - with GDPR-compliant EU data residency.

CRM add-on

### [Flexible sales pipelines](https://floral.so/features/crm/flexible-pipelines)

Drag-and-drop kanban or table view. Four value modes per pipeline.

### [Deals & forecasting](https://floral.so/features/crm/deals-and-forecasting)

Weighted forecast strip, multi-owner deals, primary + extra contacts.

### [Tasks](https://floral.so/features/crm/tasks)

Multi-owner, multi-relation, deadlines, bulk actions, soft-delete + restore.

### [Companies & contacts](https://floral.so/features/crm/companies-and-contacts)

CVR auto-lookup, lifecycle stages, multiple addresses, related deals.

### [Lead forms](https://floral.so/features/crm/lead-forms)

Embeddable forms that auto-create contact + company + task + deal.

### [CRM integrations](https://floral.so/features/crm/integrations)

Auto-sync to the CRM you already use on summary approval.

### [Custom fields](https://floral.so/features/crm/custom-fields)

Eight field types across six entity types. Archive instead of delete.

### [Multi-owner & multi-relation](https://floral.so/features/crm/multi-owner)

Many owners on everything. Tasks and deals link to many entities at once.

### [CSV import](https://floral.so/features/crm/csv-import)

HubSpot, Pipedrive, Salesforce CSV with column mapping and CVR seeding.

### [Activity timeline](https://floral.so/features/crm/activity-timeline)

Unified feed across meetings, briefings, summaries, deals, and tasks.

### [Notes](https://floral.so/features/crm/notes)

Rich-text notes polymorphic across companies, people, and deals.

### [Categories & tags](https://floral.so/features/crm/categories-and-tags)

Curated category vocabulary plus free-form tags. Filterable everywhere.

### [Bulk editing](https://floral.so/features/crm/bulk-editing)

Floating action bar on every list. Replace or Add toggle.

Add-on

## Bring it all together - or keep the CRM you have

Floral drives your CRM either way. Keep your own and let Floral feed it, or add the optional CRM add-on for pipelines, deals, tasks, contacts, lead forms, and custom fields built right in. Every meeting summary you approve flows into the right deal automatically - no manual data entry, no copy-paste.

[Explore CRM features](https://floral.so/features/crm)[Let's meet](https://floral.so/book-a-demo)

## Frequently asked

What does Floral actually do?

Floral gathers what your company knows - meetings, your own data sources, and everything nobody wrote down - and turns it into a living knowledge engine. It analyses that knowledge, suggests next steps, and puts it to work: briefings before meetings, structured summaries after, and a CRM that stays current without copy-pasting between tools.

Do I need the CRM add-on to get value?

No. Meeting briefings, the recorder app, AI summaries, the assistant, calendar sync, insights, and workspace AI context are all included in the core plan. The CRM add-on is for teams that also want pipelines, deals, tasks, and contact management inside Floral itself.

Does Floral replace my existing CRM?

No - Floral is the knowledge engine behind your CRM, not a replacement for it. Structured meeting data syncs into the CRM you already use on summary approval, so you keep your current system and still get the meeting → deal automation. Teams that want to consolidate can use the CRM add-on as their primary system.

How fast can a team get started?

Most teams record their first meeting in the same session they sign up. Connect a calendar, install the mobile app or the Recall.ai bot, and you have AI summaries flowing within minutes.

Is Floral built for Danish companies?

Yes. CVR auto-lookup, Danish sales terminology, GDPR-compliant data residency, and native Danish support are first-class. Floral also works in English for international teams.

## Try Floral in your workspace

Free for 30 days, no credit card. Connect your calendar and Floral joins your next meeting - or let's meet for 30 minutes first.

[Try free for 30 days](https://floral.so/signup)[Let's meet](https://floral.so/book-a-demo)