PepoSmart for Small business
Team scheduling, shared AI meeting intelligence, and email campaigns — one tool that grows with you instead of five that don't talk to each other.
Growing businesses hit the same wall: bookings live in one tool, meeting notes in another, the CRM is always out of date, and follow-ups depend on whoever remembers. PepoSmart puts scheduling, AI meeting notes, CRM sync, and email marketing in one place your whole team shares.
Round-robin events spread inbound meetings fairly across the team, collective events find a time when everyone's free, and every recorded call feeds the same searchable library of summaries and action items — so context stops living in individual inboxes.
How PepoSmart helps
Team events that route themselves
Round-robin distributes demos across reps, collective events book meetings when every host is free, and group events let many invitees join one session.
A CRM that updates itself
Bookings and AI-extracted action items sync to HubSpot, Salesforce, and more — contacts are created and updated without anyone doing data entry.
Email marketing built in
Send broadcasts and automated sequences to the contacts you already collect through bookings — no separate email tool or CSV exports.
How it works
- 1
Invite your team
Add teammates with per-member permissions for hosting events and viewing meeting notes. Every paid plan supports up to 30 seats.
- 2
Create shared event types
Set up round-robin for inbound demos, collective for multi-host calls, and group sessions for webinars and onboarding cohorts.
- 3
Connect your stack
Calendars, Zoom/Meet/Teams, Slack notifications, your CRM, and Zapier — bookings and meeting outcomes flow to the tools you already use.
- 4
Work from one meeting library
Everyone with permission sees recordings, summaries, and action items — handoffs and coverage stop depending on somebody's memory.
Everything included
- Up to 30 team seats on every paid plan, billed per user
- Round-robin, collective, and group event types
- Per-member permissions for hosting and note access
- Shared visibility into team availability
- AI recordings, summaries, and action items across the team
- CRM sync with AI-suggested updates
- Slack notifications for new bookings
- Email broadcasts and automated sequences
- Zapier and webhook automations
Frequently asked questions
How does pricing work as we add people?+
Plans are billed per seat — the owner plus each accepted team member. Seats update automatically when people join or leave, so you only pay for active members.
Can we control who sees meeting recordings?+
Yes. Each team member has a permission for viewing meeting notes, so sensitive calls stay restricted while the rest of the library is shared.
What's the difference between round-robin and collective events?+
Round-robin assigns each new booking to one available host in rotation — ideal for spreading demos across reps. Collective books a time when all chosen hosts are free — ideal for calls that need the whole crew.
See what PepoSmart can do for small business
Free plan includes unlimited meetings and every core scheduling feature. Upgrade anytime.
Start free todayRelated solutions
Individuals
Your personal booking link, AI meeting notes, and automatic follow-ups — everything a solopreneur needs to look like a team.
Large companies
Scheduling and meeting intelligence your whole organization can standardize on — with the controls, integrations, and support enterprise requires.
Sales
Book more demos, capture every buying signal, and follow up before the deal cools — automatically.