Manage your meetings with accessplanit

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The benefits of using accessplanit Meetings


Record your meetings

Create new meeting records within accessplanit to keep all of your meeting notes in one place


Link Meetings to Opportunities

Keep tabs on  how your opportunities are progressing by linking them to meetings


Create Tasks For Meetings

Never lose track of your to-dos again by assigning tasks for your meetings


Store your communications 

Keep a record of all your meeting-related communications by storing them against the associated meeting


Track attendees

Tracking who attends your meetings is easy with the Attendees tab.


Add your files

Got important documents relating to a meeting? Upload it to the meeting's file store.