CRM with Meeting Scheduling & Management


What is Meetings Management?

Meetings Management is the process of organizing and managing your scheduled meet ups with your clients or prospects. It can be either an online meeting, telephonic conference call or can be an offline meeting or an event.





Meeting scheduling in ToolsonCloud CRM

In ToolsonCloud CRM you can seamlessly manage your meetings.

Create meetings directly from the CRM

Send Meeting invites to attendees via Emails

View all upcoming meetings in the pipeline


Organize meetings against contacts

Organize meetings against leads

Organize meetings against deals



How does it benefit you?

  • Improves productivity

    With Meeting Scheduling in CRM, you spend less time juggling around multiple apps for emails, contacts and calendars. You can schedule a meeting with a lead or a contact in CRM, at the click of a button. This saves you a ton of time which is better utilized doing real sales.

  • Better Tracking

    You always have a complete view of upcoming planned meetings with any prospect. This keeps you in control with better tracking. Not only that, you also get to have a full view of all the meetings in the pipeline in order to better organize and plan your day.

  • Get Reminders

    Timely reminder shall help you not miss out on any critical meeting and always be well prepared for an upcoming meeting with your prospect.




More features to empower your sales team:


Task Management

Set deal follow-up tasks and reminders and never miss an activity.

Lead Management

Seemlessly Capture, Nurture and Qualify leads to deals.

Deal Management

Track your opportunities from stage of initial contact to deal closure.


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