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.
GET EVERYTHING IN ONE PLACE
Take control of your teams schedule
Real-time Calendar Sync
Works seamlessly with Google Calendar and Office 365 Calendar.
Team Calendar
A common calendar for the entire team. Visualize team members availability and agendas for easier scheduling.
Easily glance associated leads, accounts, and deals.
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.
