Video meetings
Browser-based, no install for the customer.
Video meetings tied to the customer record, with recordings, transcripts and actions attached where the next person will actually look for them.
$19/month · 14-day free trial
Schedule · Meridian Group
The problem
A meeting happens, three people remember it differently, and the commitment made in it never reaches the system. Six weeks later the disagreement is about what was agreed, not about what to do.
What it does
Browser-based, no install for the customer.
Availability, booking links and reminders.
Stored against the customer, not a personal drive.
Searchable text of what was actually said.
Commitments become tasks with owners.
Walk a customer through an estimate or a statement.
How it works
Step 1 of 4
From the customer record, with reminders.
Step 2 of 4
In the browser, recorded if you need it.
Step 3 of 4
Transcript and summary attached automatically.
Step 4 of 4
Follow-up becomes tasks, not good intentions.
Better together
Nothing here is required. Each one is there when the need is real.
Questions
No — they join from a link in the browser.
Against the customer record, with retention rules you set.
Yes. TeqMeet is there if you want meetings on the record; it is not a prerequisite for anything else.
Try it free
Fourteen days, the full product, no card required. It joins the company you already run.
Also in the ecosystem