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Categories Clients
Created by Guest
Created on May 11, 2023

Ability to Log Meetings & Minutes

Would be really helpful to have the ability to add Client meetings dates (whether face-2-face or virtually via Teams, Zoom etc) and the ability to log minutes and updates from the meeting.

It may be that it comes as an integration with another piece of (CRM?) software.


As we work on regular contacts with our Clients (minimum quarterly), it would be so helpful to be able to keep this information within AM so that all team members are upto date, not just of the most recent meetings but also of the outcomes and any updates.

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