Connect
Book more meetings, with less back-and-forth.
Plan your day in a shared calendar, let customers book a time with your booking link, and meet over built-in video calls with a waiting room and recording.
- Booking link
- Built-in video calls
- Day, week and month views
What you can do with Meetings & Calendar.
Calendar, booking links and built-in video meetings.
Team calendar
See meetings by day, week or month and add new ones in a few clicks.
Booking link
Share a link so customers pick a free slot themselves, with no email ping-pong.
Video meetings
Run video calls inside Inai Connect, with a waiting room and recording.
Linked to records
Every meeting is tied to its lead, contact or opportunity, and shows in recent activity.
Tasks & follow-ups
See tasks due today and follow-ups due in the next seven days on your dashboard.
Field visits
Field-visit counts from Inai Trace can feed into sales target metrics.
Meetings that move deals forward.
With meetings, notes and next steps on the customer record, every conversation builds on the last one.
- Recent activity on the dashboard
- My tasks due today for every user
- Follow-ups due soon so nothing slips
- Recorded video meetings for review and coaching
Meetings & Calendar, step by step.
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1
Share your link
Customers choose a time that suits them.
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2
Prepare
The meeting opens with the customer's full history.
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3
Meet
Join a built-in video call, or log a visit.
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4
Follow up
Record notes and set the next task.
Meetings & Calendar questions, answered.
Do we need a separate video tool?
No. Inai Connect includes video meetings with a waiting room and recording.
Can customers book time with us?
Yes. Share your booking link and customers can pick an available time.
Are meetings linked to deals?
Yes. Meetings are recorded against the lead, contact or opportunity they relate to.
Explore other Connect modules.
Every module works on the same customer record, so sales, marketing and service see the whole story.
See Meetings & Calendar in action.
Book a free Connect demo and we will walk you through meetings & calendar using scenarios from your business.