Scheduling & invitations
Set the date, time and chairperson, invite attendees, and send calendar invitations they can accept from their inbox or in the app.
Schedule compliance review meetings, send calendar invitations, walk through audits, incidents and open actions, and record decisions as tracked action items.
No credit card · 14-day trial
CRM-2026-Q2
Set the date, time and chairperson, invite attendees, and send calendar invitations they can accept from their inbox or in the app.
Bring recent audits, incidents, lessons and open actions into the meeting so the discussion starts from the current picture.
Record discussion points and decisions with formatted notes and attachments on the meeting record.
Raise action items during the meeting with owners and due dates. They appear in the Action Management hub immediately.
Meetings are scheduled in your organisation or site time zone, so distributed teams see the right time.
Export a branded PDF of the meeting, its attendance, decisions and actions for your ISO evidence file.
Invited users receive a standard calendar invitation and can respond from their email client or from the meeting page in the app.
The meeting record captures inputs, attendance, decisions and follow-up actions, which is the evidence auditors ask for in ISO 9001, ISO 27001 and ISO 45001 management reviews.
They become action items with an owner and due date, tracked in the Action Management module and visible on the meeting record until closed.
Set up your organization in under 5 minutes. No credit card required.
No credit card · 14-day trial · SOC 2 Type II