Appointment Memos

One of the trickiest problems for CRM systems.

How to get meeting memos into the CRM system so that others can also see what’s going on with the customer? Our solution: SC Deals will send you an empty meeting memo template 15 mins before your meeting starts.

You can write down the meeting notes during the meeting or dictate them with your mobile phone if you are on-the-go.

Note: Let us know if you want to enable this feature in your organization. We need to discuss a bit beforehand how to make this work perfectly in your use case.