With our Customer Meeting add-on you can easily meet and engage with your customers online! Read all about getting started with it here.


The Customer Meeting add-on

Before you can start creating quotations, time tracking, projects or invoices for your customers in Teamleader Focus, there’s usually an important step right at the beginning of that flow and that’s prospection; the fact that you communicate with your customers, want to get to know them better or let them book a meeting with you. 

 

Chances are you also do business online, such as via video meetings. We would like to help you make that as easy and professional as possible. With the Customer Meeting add-on you can give your customers that extra bit of professional service that makes all the difference, and it helps you save time in your sales process! 

 

Functionalities

The Customer Meeting add-on is basically a planner, a tool for video calling and a tool to connect your web forms all in one! Let’s go over the most important functionalities:

  • Have a full integration with Teamleader Focus functionalities
    • There’s a sync between the Customer Meeting add-on and the Teamleader Focus calendar, deals and contacts
  • Meet with your customers online via online meeting rooms. Plan online meetings with your customer directly from Teamleader Focus by adding a meeting. Send the meeting invite to your customer and you’re ready to go!
    In a meeting room, you can for example:
  • Set your and your team's availability in the calendar and let customers pick a time slot for an online meeting.
    With scheduling, you can for example:
    • Set up a booking link on your website
      • Leads can easily plan a meeting via your website, or via a link you put in a newsletter, Facebook campaign, etc.
      • Via the Teamleader Focus integration, it’s even possible to create a contact and/or deal automatically (equivalent to a web form).
    • Send confirmation emails, calendar invites and reminders to your leads and customers after a booking
    • Create appointment types and let your contacts choose between different options
    • Have appointments scheduled to the first available colleague, based on your team's planning via round-robin scheduling
  • Sync appointments with your Google, iCloud, Outlook/Office 365 or Exchange calendar.


References 

  • Read all about activating the add-on here.
  • Want to create your first online meeting? Read this article.
  • Discover everything about scheduling in the Customer Meeting add-on.
  • If the Customer Meeting add-on is not what you are looking for, then we offer the free Basic version that is available for every user. Find more information on the Basic vs Beyond functionalities here.
  • Still need more information? No problem! Read our folder with documentation on the Customer Meeting add-on here.