Meeting Dashboard

Save time before, during and after meetings

The Meeting Dashboard is the core of Beehivr. It allows you to preemptively select content to share with clients, to lead meetings effortlessly and to automatically generate meeting summaries.

Easily prepare meetings with templates

Reduce preparation time by building templates with pre-selected information such as financial plans, investment information and other documentation.

Facilitate your preparation by adding all the essential collateral to the Meeting Dashboard.

Build summaries as the meeting progresses

Easily take in-meeting notes, add photos, videos, and documentation to the Meeting Dashboard.

Facilitate follow-up with web-based meeting summaries

Share a password protected web-based meeting summary with clients.

Receive a notification once the content is accessed and always follow up when you are top of mind.

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of clients see an increase in CRM benefits

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ROI within the first 3 months

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reduction in meeting preparation time

Interactive Content

Modernize representatives’ presentation

Present in an engaging way and educate your clients through the interactive presentation, which allows for easy conversation.

Automatically update your CRM from the lead capture presentation to ensure compliance obligations and trace what’s communicated to clients.

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Digital Sales Rooms

Meet clients in secured digital sales rooms

Ease clients’ access

In one click, your clients’ access a seamless video call experience, available on any browsers and devices without installation or plug-ins.

Customer centric video call experience

Easily present your material and switch to screen share mode in one touch. Only present what your clients are meant to see; allowing information privacy during meetings.

Centralized Documents

Access a Centralized Library to display your latest documents

Access most up-to-date documents, and stay assured that all information shared with your clients is always the most recent.

Get notified when new documents are made available for download.

Client Profile

Personalize each client’s meeting

Access a visual profile of clients to get a clear understanding of their needs.

Facilitate cross-selling and up-selling during the call.

Onboarding & training

Onboarding and training made easy

Engage your teams with interactive tutorials to train new employees on your company’s policies and best practices.

Onboard employees with the catalog to help them learn more about new financial products releases and accelerate the learning process with detailed product knowledge.

Industry standard security

Standard AES-128 video call encryption and optional AES-256 encryption can be added. Regional media zones management for Canada, US and EU as well as GDPR compliance to ensure customer privacy. We completed the Service Organization Control (SOC) 2 Type 2 audit to certify security practices, policies, procedures, and operations.

Add-ons

Communication

Communicate with your customers via email, SMS or even video chat, and keep track of all conversations in your CRM.

Client Profile

Access customer CRM profiles directly from the Beehivr app to create a personalized experience and perform instant updates.

Catalog

Showcase your products or services through a dynamic catalog experience complete with photos, videos, links, product descriptions and specifications.

Custom

White Label App

Create and customize your own Sales Assistant app complete with your brand name and logo, deployed through VPP (Volume Purchase Program).

Custom Integration

Our team of seasoned professionals can integrate your Sales Assistant app with the world’s most used CRMs, ERPs, CMS and much more.

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We’d love to hear from you and learn more about your business needs.

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