Three conversation types
A meeting with an address and attachments, a call with a phone number, a conference with a link. Each has its own fields.
Plan client conversations and track them by status: from “Scheduled” to “Finished”. All team meetings, calls and conferences: in one calendar.
A meeting with an address and attachments, a call with a phone number, a conference with a link. Each has its own fields.
Specify the orders you plan to discuss. The manager comes to the meeting prepared.
Scheduled, rescheduled, cancelled, did not happen, happening right now, finished: a complete communication history.
Start and end times are recorded automatically. Real meeting durations: in your reports.
All team communications in a calendar: day, week, month. Off-hours are shaded gray.
Client asked to move it? New date in two clicks, status “Rescheduled”, history preserved.
Leave a request: our specialist will contact you within 15 minutes and help configure the CRM for your business.