CRM & records

Meetings & scheduling

Booking pages, calendar connections, availability and embeds.

• Conversations update the dealNext steps, stage, amount, close date and new people, from meetings and email threads: suggested, or made with an undo.
• The notetaker: transcripts and notes from your meetingsRecord a call in another tab or a meeting in person, with no bot in the room, and get a transcript and notes on every attendee's record.
• Who turned up: meetings settled by the callOn Zoom, Google Meet or Teams, a meeting is marked held when you both joined, and a no-show when the booker never did.
• See your week: the meetings calendarA week or month view of your meetings, your tasks by due day, and the busy time on your connected calendar.
• Set up booking pages and take your first meetingConnect a calendar, set availability, publish a booking page and embed it on your site.
• Use Zoom for your booking pagesConnect a Zoom account, give every booking its own Zoom meeting, and remove the app when you no longer want it.