Plan, Track, and Manage Meetings with Ease

Meetings & Schedules

FranMantra’s Meetings module is an enterprise-grade meeting scheduling software designed to plan, manage, and track meetings directly within the CRM ensuring structure, accountability, and follow-through across teams.

All meetings are centrally managed and linked to relevant leads, contacts, or opportunities, providing full context and visibility.

Meeting Planning & Setup

Create and manage meetings with structured scheduling options, participant details, agendas, and context. Ensure all stakeholders are aligned and informed well in advance of each discussion.

Automated Reminders

Automated notifications and reminders keep participants informed of upcoming meetings, updates, or reschedules reducing no-shows and improving time discipline across the organization.

Team Coordination

Share meeting links, agendas, and notes seamlessly across teams. Enable coordinated participation and ensure every session is productive, organized, and outcome-driven.

Post-Meeting Actions

Capture decisions, assign tasks, and define next steps directly from the meeting summary. Ensure accountability by tracking follow-ups and action items without leaving the dashboard.

FAQ: Everything You Want to Know

The Meetings feature is a centralized scheduling and management tool that allows teams to plan, conduct, and track meetings directly within the CRM, with full contextual linkage.

Centralized meeting scheduling ensures consistency, visibility, and accountability. It eliminates fragmented calendars and keeps discussions, outcomes, and follow-ups aligned with business records.

Yes. Meeting details, participants, notes, and follow-up actions are recorded within the CRM, creating a reliable reference and audit trail.

Yes. Authorized users can view meeting activity, participation, and follow-up status across teams and regions, supporting oversight and coordination.

By centralizing scheduling, documenting outcomes, and tracking action items, the system supports operational governance, accountability, and audit readiness.