Audidev CRM Features

Online Meetings for IT firms

Host video meetings and keep the notes in your CRM.

The Online Meetings Module at a Glance

Discovery calls, project kickoffs, and quarterly reviews are central to IT client relationships. Online Meetings keeps them inside your CRM. When a prospect books through your calendar, a meeting link is created automatically. After the call, recordings and transcripts are attached to the contact so anyone on your team can review what was discussed. No separate conferencing subscription or manual note-taking is required.

Built-In Video Calls

Meet with clients without a separate conferencing app.

Recordings and Transcripts

Save meeting records to each contact for future reference.

Automatic Meeting Links

Links are added to calendar bookings as they are scheduled.

About the Online Meetings Feature in Audidev CRM

Online Meetings provides built-in video conferencing for sales calls, onboarding sessions, and client check-ins. Links are added to bookings automatically, and recordings and transcripts are saved to the CRM.

Supporting Key Roles in Your Organization

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Simplify Scheduling

Clients book a time and get a meeting link instantly.

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Never Lose Details

Review transcripts instead of relying on memory.

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Reduce Software Costs

Consolidate video conferencing into your CRM.

Online Meetings Module FAQs

No. Clients can join meetings from their browser.
Recordings and transcripts can be saved to the contact record.
Yes. Links are created automatically for calendar bookings.