Meetings & Calendars

Keep record of every meeting and get reminders on time.

industry1

Hold Organized Meetings and Strengthen Your Team

Meetings are a great way to make people feel included & trusted. Meetings enable individuals to offer their contribution to the business growth. Meetings are helpful to let team members know your expectations from them and thus, it is important for meetings to be organized. FinCRM allows you to create meetings in methodical manner and reach out to every attendee to notify them about it. Now, collect all the ideas on meeting table and choose the best out of them.

Allocate Users or Team for Meeting

An organization has several teams with numerous team members and every team handles different job. So why to bother other teams about just one meeting? FinCRM allows you to assign users or teams for meeting and only these team members can see details of a meeting. No other team or team member can have access to this data from their CRM software, which maintains privacy of the important discussions.

industry1
industry1

Assign Only Required People as Attendees

A meeting can be with your staff, client, contact, or lead to reach a common decision or impart some knowledge. In this important process, every required person should be in the meeting to leave no room for confusion. You can assign attendees of meeting with FinCRM to persuade every required member and enhance your business process.

Stay Updated About Meeting Status

Everything is uncertain and so are meetings. There can be circumstances, which may hinder in organizing a meeting. Keeping this in mind, FinCRM enables you to update status of meetings as per circumstances. You can simply update here if meeting has been held or not held in just a few clicks. This information can only be seen by assigned users, so again you don’t need to worry about privacy concerns.

industry1
industry1

Record Time and Topics for Discussion

You can have a meeting as short as 15 minutes and as long as 3 hours or more. Investing such a long time should have a proper record somewhere safely. You can log exact date and time of meeting in FinCRM and keep it for a longer time in your system. You can also add topics of discussion in meeting in CRM software to not skip anything important. Forgetting anything in meeting can extend meetings and we all know everyone has some work to do in office. So let’s respect everyone’s time and keep record of time & topics for meeting at one platform.

Be Punctual with Meeting Reminder in Calendar

Just like your clients, you can also forget about meetings and time amidst of other works. A solution for this is brought to you by FinCRM’s calendar feature. Just set a reminder for meeting for any day in calendar in CRM software and stay back calmly. It will remind you automatically through an alert about the meeting, so that with your clients, you also don’t get late for meetings.

industry1
industry1

Hold Organized Meetings and Strengthen Your Team

Meetings are a great way to make people feel included & trusted. Meetings enable individuals to offer their contribution to the business growth. Meetings are helpful to let team members know your expectations from them and thus, it is important for meetings to be organized. FinCRM allows you to create meetings in methodical manner and reach out to every attendee to notify them about it. Now, collect all the ideas on meeting table and choose the best out of them.

industry1

Allocate Users or Team for Meeting

An organization has several teams with numerous team members and every team handles different job. So why to bother other teams about just one meeting? FinCRM allows you to assign users or teams for meeting and only these team members can see details of a meeting. No other team or team member can have access to this data from their CRM software, which maintains privacy of the important discussions.

industry1

Assign Only Required People as Attendees

A meeting can be with your staff, client, contact, or lead to reach a common decision or impart some knowledge. In this important process, every required person should be in the meeting to leave no room for confusion. You can assign attendees of meeting with FinCRM to persuade every required member and enhance your business process.

industry1

Stay Updated About Meeting Status

Everything is uncertain and so are meetings. There can be circumstances, which may hinder in organizing a meeting. Keeping this in mind, FinCRM enables you to update status of meetings as per circumstances. You can simply update here if meeting has been held or not held in just a few clicks. This information can only be seen by assigned users, so again you don’t need to worry about privacy concerns.

industry1

Record Time and Topics for Discussion

You can have a meeting as short as 15 minutes and as long as 3 hours or more. Investing such a long time should have a proper record somewhere safely. You can log exact date and time of meeting in FinCRM and keep it for a longer time in your system. You can also add topics of discussion in meeting in CRM software to not skip anything important. Forgetting anything in meeting can extend meetings and we all know everyone has some work to do in office. So let’s respect everyone’s time and keep record of time & topics for meeting at one platform.

industry1

Be Punctual with Meeting Reminder in Calendar

Just like your clients, you can also forget about meetings and time amidst of other works. A solution for this is brought to you by FinCRM’s calendar feature. Just set a reminder for meeting for any day in calendar in CRM software and stay back calmly. It will remind you automatically through an alert about the meeting, so that with your clients, you also don’t get late for meetings.