Trivena Meet
Video meetings launched from the record you are discussing.
Meetings started from a deal, a ticket or a project, with notes and recordings filed back against it afterwards.
Typically replaces
- Video conferencing subscription
Part of do the work in the suite, included with every plan at no extra cost.
What it does.
Grouped by the part of the job each capability belongs to.
Meetings
- Scheduled and instant meetings with screen sharing
- Join from a deal, ticket, project or calendar invite
- Hosts and co-hosts, waiting room and guest access
- In-meeting chat, with host-only mode when you need it
Because it is not a separate system.
Trivena Meet reads and writes the same database as every other application in your Site. These are things it can do only for that reason.
How the platform fits together- A customer call is visible on the account afterwards
- Actions agreed in a meeting become tasks with owners