With a meeting scheduling feature, CRM software allows you to schedule meetings with prospects and customers with ease.
You can set up the date, time, and location of the meeting and send out automated email invites to all attendees.
This feature eliminates the need for back-and-forth emails and ensures that everyone is on the same page.
2. Track Meeting Attendance
Tracking attendance is an essential feature of a Meeting Scheduling & Tracking feature.
It allows you to see who has confirmed their attendance and who hasn't. You can also view a record of past meetings, who attended, and any notes or action items discussed.
This information is crucial in following up with customers and ensuring that all their needs are met.
3. Collaborate and Share Meeting Notes
A meeting scheduling and tracking feature also enables team collaboration by allowing you to share meeting notes with team members.
You can assign action items to different team members, set deadlines, and track progress.
This feature ensures that everyone is on the same page and working towards the same goal. It also streamlines the follow-up process by ensuring that everyone knows what needs to be done after the meeting.
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