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Explore the various features that CRM Meets offers, combining versatility and adaptation to your type and volume of business.
Create and manage your activities
Manage your activities and reminders to support your team in executing more effective strategies and practices.
Create reminders and recurring tasks with just a few clicks, and assign the responsible team member.
By organizing activities, you and your team can plan and implement more strategic actions that yield better results.
Additionally, Meets can remind you of activities by sending email notifications.
Add reminders to your activities
In Meets, you have access to all registered activities, whether or not they are related to an opportunity. You can also set reminders for these activities so you won’t miss any commitments.
In the reminder settings, you select a specific activity and check the 'Receive Reminder' option, allowing you to choose the reminder time, add a description, and more.
- Create standalone activities without needing to link them to an opportunity, and add them to your calendar.
- Create standalone activities without needing to link them to an opportunity, and add them to your calendar.
- Create standalone activities without needing to link them to an opportunity, and add them to your calendar.