ToolsemyMeet
Video meetings with clients and colleagues straight from the CRM: the «Conference» button on a customer card sets up the meeting and copies the link for the client. A guest joins by link without installing anything and without an account. The manager runs the meeting as moderator and ends it with one button.
Showed the demo; the client chose the plan for 10 users.
Agreed to send the contract by Friday.
Introduce yourself and send the client a join link.
- Your name
- Emma
- Link for the client
- https://vektor.emycrm.com/join/3f9c2a7e-51b4-4d0a-9c1e-8b7f6d2e4a10
Video meetings right from the CRM: a “Conference” button on the card creates a room and a guest link. The client joins by the link in the browser, with no install and no account, while the manager runs the meeting as a moderator. The meeting's audio is recorded automatically, transcribed and added to the card's feed with a summary. Video can be recorded to your own computer with the “Record to computer” button.
For a video meeting with a client you spin up Zoom or Meet: a separate link, the client installs an app, and the recording and meeting outcomes never reach the CRM — the tie to the deal is lost.
The meeting starts from the client's card with one button, and the client joins by a link in the browser. Recording, transcript and summary land in the card's feed on their own — the meeting stays in the client's history.
What you get
- A video meeting from a company, contact, lead or deal card
- The client joins by a link in the browser — no install, no account
- An audio recording of the meeting with transcript and summary — into the card's feed
- The meeting is tied to the client and stays in their history
How to connect
- 1Enable the appFree, in the Marketplace. The administrator enables it for the whole account.
- 2Start a conference from the cardOn the client's card click “Conference” — the room opens in a new tab and the client link is copied to the clipboard.
- 3Send the link to the clientThe client opens the link in the browser and joins without an account; you run the meeting as a moderator.
Tools
1CIntegration with 1C:Enterprise (Trade Management): 1C pushes data into the CRM over the «website exchange» protocol (CommerceML) — you don't need to expose 1C to the internet, it works even behind NAT. Products, prices and stock, counterparties and orders arrive in the CRM. Connected by an administrator for the whole account.Free — there's no separate charge for the app. Transfer goes only from 1C to the CRM; the reverse direction (CRM to 1C) is not supported yet.
Tools
AI Call analyticsManager call dashboard: ranking, calls, talk minutes, clients and answered % — with a period filter and sorting by any metric.Free — there's no separate charge for the app.
Tools
QR PlatformDynamic QR codes: one link — change the target without reprinting, with scan stats.Connecting is free; creating codes requires a paid plan: 5,000 codes, 15,000 codes per month or unlimited. Payment is monthly and is charged to the account balance. Deleting a code doesn't give it back to the limit. Without a plan you can't create new codes, but already-created ones keep working.