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Meetings - 1:1, Team, Cross-functional Meetings with Agenda, Action Items, Notes

By OKRify

Run productive Meetings in Salesforce & Collaborate better with your team

Free  

Never requires payment

Try It
Industries
Horizontal Product
Engineering, Construction, & Real Estate
High Tech
Business Need
Sales
Productivity
Collaboration
Requires
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Marketing Cloud Engagement

Manage 1:1 or Team Meetings (Sales, Marketing, Managers or any Team) Designed and natively build in Salesforce - Meeting Agenda - Action Items - Meeting Minutes/Notes - Meeting Templates - Recurring Meetings with Automatic Carry-forward Open items

  • Meeting Hub - Central place to manage all your meetings

  • Create Meeting - 1:1, Team or Cluster (Cross-functional) Meetings

  • View Meetings - Collaborate with agenda, action items, notes, comments

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Marketing Cloud Engagement
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials
Additional Requirements
Application works best in Chrome browser

App Details

Version
Meetings/Meeting Sep 2025 1.23.0
Listed On
08/24/2023
Latest Release
09/12/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 15
Custom Tabs: 5
Custom Apps: 1
Lightning Components
Global: 27
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.4.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/16/2023

Additional Details

Simple, intuitive app designed and natively build for Salesforce. Experience the power of streamlined meetings in Salesforce. Unlock your team's full potential and achieve excellence in every interaction. Try it today and revolutionize the way you collaborate! Setup and start using in minutes. Ideally suited for any meeting  Sales 1:1 Meetings  Sales Team Meetings  Sales Coaching  Sales Account Executive 1:1 Meetings  BDR/SDR 1:1 Meetings  1:1 with Managers  Management Meetings  Marketing Team Meetings  Cross-functional Meetings  Quarterly Review Meetings  Support Team Meetings Oh! Last but not least, we offer free support for installation and configuration. Contact us at info@salesforcemeeting.com

Need help?

OKRify

New York

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