We are thrilled to announce a highly anticipated update to Optimiser CRM: integration with Zoom and Teams video conferencing applications!

Seamless Scheduling of Virtual Meetings

With this new feature, users can now generate Teams or Zoom meeting invite links directly within Optimiser CRM while scheduling activities. There’s no need to switch to separate accounts; everything is streamlined within the CRM. The meeting invite is sent to attendees with the link prominently highlighted, ensuring seamless communication and coordination.

Enhance Efficiency and Productivity

This integration is designed to boost the efficiency of CRM users by simplifying the process of scheduling virtual meetings. By having all necessary tools in one place, users can focus more on their clients and less on managing multiple platforms.

Things to Note:

• Eligibility: This feature is available for Optimiser CRM users with a paid Teams or Zoom account.
• Licensing: To enable this feature, you will need a Teams or Zoom app license in Optimiser CRM.

Get Started Today

To take advantage of this new feature, please contact your client services representative. We are committed to helping you maximize the benefits of Optimiser CRM and ensuring your business operations run smoothly.