Meetings and Calendars

Keep record of every meeting and get reminders on time

	Manage Meetings in CRM

Hold Organized Meetings and Strengthen Your Team

Meetings are a great way to make people feel included & trusted and enable individuals to offer their contribution to the business growth. And to help you surge your business growth, FinCRM allows you to create meetings in methodical manner and notifies every attendee 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.

Assign Users or Teams for Meeting
Meeting Status

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.

Be Punctual with Meeting Reminder in Calendar

A human brain can forget a few things sometimes under the burden of various other tasks. A solution for this is brought to you by FinCRM’s calendar feature. Just set a reminder for any meeting in Reminder tab or under Meetings itself while scheduling one, for any day in CRM software. It will remind you automatically through an email alert or pop-up about the meeting or SMS, so that you are always on time for meetings.

CRM With Integrated Calendar Reminder
Reminder for Meeting, Calls, and Tasks

Create Meeting, Calls, and Tasks in One Click

Creating meetings, calls, and tasks is just one click process now with FinCRM. Click on the desired time and date in the calendar and a form will pop-up. Select what you want to create, i.e. meetings, tasks, or calls, enter details, and you are done. You can also create reminder for the meeting, call, or task directly from this form so that you don’t miss anything.

Share Your Calendar with Teams

Mostly you get work in teams and thus, it becomes necessary to share your schedule with the entire team. Keeping this need in mind, FinCRM has given you an option to share your weekly, monthly, or a day’s calendar with the teams. Now you don’t have to tell them about meetings everytime. Assigned teams can themselves see your calendar and stay updated about upcoming events.

Meeting Calendar
	Manage Meetings in CRM

Hold Organized Meetings and Strengthen Your Team

Meetings are a great way to make people feel included & trusted and enable individuals to offer their contribution to the business growth. And to help you surge your business growth, FinCRM allows you to create meetings in methodical manner and notifies every attendee about it. Now, collect all the ideas on meeting table and choose the best out of them.

Assign Users or Teams for Meeting

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.

Meeting Status

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.

CRM With Integrated Calendar Reminder

Be Punctual with Meeting Reminder in Calendar

A human brain can forget a few things sometimes under the burden of various other tasks. A solution for this is brought to you by FinCRM’s calendar feature. Just set a reminder for any meeting in Reminder tab or under Meetings itself while scheduling one, for any day in CRM software. It will remind you automatically through an email alert or pop-up about the meeting or SMS, so that you are always on time for meetings.

Reminder for Meeting, Calls, and Tasks

Create Meeting, Calls, and Tasks in One Click

Creating meetings, calls, and tasks is just one click process now with FinCRM. Click on the desired time and date in the calendar and a form will pop-up. Select what you want to create, i.e. meetings, tasks, or calls, enter details, and you are done. You can also create reminder for the meeting, call, or task directly from this form so that you don’t miss anything.

Meeting Calendar

Share Your Calendar with Teams

Mostly you get work in teams and thus, it becomes necessary to share your schedule with the entire team. Keeping this need in mind, FinCRM has given you an option to share your weekly, monthly, or a day’s calendar with the teams. Now you don’t have to tell them about meetings everytime. Assigned teams can themselves see your calendar and stay updated about upcoming events.