Video meetings that live on the deal, from booking to outcome

Why meetings belong in the CRM

A typical sales meeting touches five tools: a scheduling link, a calendar invite, a video platform, the rep's notebook and, if someone remembers, a line in the CRM. A month later the manager cannot say how many demos actually happened, let alone what the customer asked for.

Naffes keeps the whole cycle in one place. The customer books, gets the invite and the reminders, joins from a browser link, the conversation can be recorded and transcribed, and the rep logs the outcome on the way out. The meeting then sits on the deal's Meetings tab next to its messages, tasks and quote.

Four ways a meeting gets on the calendar

Booking pages and calendar sync have their own page, Calendar. For the meeting itself, three things matter. A booking page can put the customer in a Naffes room, generate a Google Meet link, or use a fixed room link of yours, a phone number or an office address. Whichever way a meeting was created, its join link travels with it into the email invite, the reminders and the WhatsApp message. And Naffes flags a new meeting that clashes with one already on the host's calendar.

Inside the meeting room

The room runs in the browser. External guests join from the invite link without an account. They land on a Ready to join? screen to check camera, microphone and speaker, then wait in the waiting room until the host admits or denies them. Hosts can switch the waiting room off so anyone with the link walks straight in.

• Camera, microphone and screen sharing, with grid or speaker view and the option to pin anyone to the big tile.
• Raise hand and reactions, plus an in-room chat that disappears when the meeting ends.
• A Notes panel saved to the meeting record as you type: what was agreed, objections, the next step.
• Host controls: mute everyone, mute one participant, or remove someone from the room.
• Send the link on WhatsApp straight into the customer's thread.
• Picture in picture, and a small dock that keeps the meeting running while you go back to the CRM.
• Keyboard shortcuts: M for mic, V for camera, S to share, H to raise a hand, C for chat and P for people.

Recording and live transcript

Meetings held in the Naffes room can be recorded, with a live transcript in Arabic and English that runs while people talk. Reps can focus on the customer instead of typing every word. Managers can go back to what was actually said when a deal stalls. New hires can learn from the meetings that closed.

• Consultations: clinics and advisory firms can return to exactly how the client described the problem.
• Technical demos: the transcript catches the questions the buyer asked, so the written proposal answers them.
• Mixed-language calls: when one side speaks Arabic and the other English, both are captured.

Meet or Teams links, reminders and calendars

• Meet or Teams instead of the room: some customers' IT teams allow only Google Meet or Microsoft Teams. Naffes then generates that link through the host's connected Google or Microsoft account and stores it on the meeting before any invite goes out. Connecting those accounts is explained on the Google Workspace and Microsoft 365 integration pages.
• Reminders that reach the customer: the customer is reminded on WhatsApp and your team in the app and by email, 24 hours, one hour and a quarter of an hour before the start. If the customer has not written in the last 24 hours, WhatsApp accepts only an approved template, so you pick one in the meeting settings. Naffes warns you when that template is categorised as marketing, because Meta caps marketing messages per person and may drop it; a utility template is the safer choice.
• Calendars: each Naffes meeting also lands in the host's Google or Outlook calendar, and outside events come back into Naffes, so the host sees personal appointments next to customer meetings before offering a time. The Calendar page covers sync in detail.

After the call: the outcome lands on the deal

When you leave, Naffes asks How did it go? and the rep picks Held, No-show or Rescheduled, with a note on what was agreed and the next step. The outcome is saved on the meeting, and the meeting shows on the deal page's Meetings tab.

A meeting booked from a conversation moves the open deal to the consultation stage automatically. The home dashboard lists upcoming meetings next to the pipeline numbers, so each rep starts the day knowing who they are seeing.

Limits and what to expect

• The Naffes room runs on Agora: an admin creates an Agora project and pastes its App ID and App Certificate under Settings > Meetings > Video meetings. Until then, meetings use Google Meet or Teams links.
• Naffes does not generate Zoom links; the room, Google Meet and Microsoft Teams are the built-in options.
• A Teams link is created only for a work Microsoft 365 mailbox that has a Teams licence.
• A room closes an hour after the meeting's scheduled end.
• You are in one meeting at a time: opening a second room asks you to return to the first or leave it.
• In-room chat is not kept; anything that matters goes in the Notes panel.
• Meetings start on the Starter plan; see pricing for plan details.

Related features

• Calendar: meetings, tasks and outside events in one view.
• WhatsApp bots: book the slot mid-chat or send the booking link.
• Deals: the meeting and its outcome on the deal.
• Majlis: quick internal voice and video calls with your team.
• Calls: phone the customer from the browser, with call recording an admin can switch on.

Questions