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PRODUCT

Best CRM for

Meetings

Schedule meetings faster and manage them easier. Tracking team meetings can be the best leading indicator on hitting goals.

POPULAR FEATURES

Meetings with Context

Arrive effortlessly prepared to every meeting with CRM context – complete customer history – at your fingertips.

Team Calendar

A common calendar for the entire team. Visualize team members availability and agendas for easier scheduling.

Availability View

Schedule meetings quickly knowing the availability of all key people.

Automatic Meetings Reporting

Report on meetings as an important measure of team activity and early pipeline predictor.

Conference Links

Default your own Google Meet, Zoom or Microsoft team links for web conferencing.

Easily glance associated leads, accounts, and deals.

TRACK MEETING TRENDS

Tracking team meetings can be the best leading indicator on hitting sales goals

Automatic reporting on meetings activity

Gain insights to fuel improvement.

Track meetings activity across the whole company.

Analyze meeting outcomes by rep, channel, industry, or any other dimension.

Lead the way to a better workday

Connect with our CRM experts to unleash your team’s potential.

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