Stop Switching Between Your CRM, Zoom, Google Meet & Calendar.

Create meetings, share booking links, connect Zoom or Google Meet, notify customers, capture transcripts, generate AI summaries, and keep every meeting connected to the customer record.

eventUpcoming Meetings
Live
MON
24
TUE
25
WED
26
THU
27
FRI
28
SAT
29
SUN
30
RS
Rohan Sharma
Tue · 3:00 PM
videocamZoom
SD
Sneha Deshmukh
Wed · 11:00 AM
videocamMeet
AM
Arjun Mehta
Wed · 3:00 PM
Confirmed
summarizeAI summary ready for last call
New Meeting
PLATFORM
videocamZoomvideocamGoogle Meet
AUTO-GENERATED JOIN LINK
linkmeet.aiengage.io/rj-3fk-9pq
AM
Arjun Mehta· Deal #4821 · linked customer
+ Meera Kapoor (owner)+ Internal participant
MEETING CREATION

Create Zoom & Google Meet Meetings From Your CRM

Stop creating meetings in one tool and managing customers in another. Schedule an online meeting from AiEngage, pick Zoom or Google Meet, and AiEngage creates the meeting, generates the joining link, and saves it with the customer record.

What's Included
Connect ZoomConnect Google MeetCreate meetings from AiEngage CRMAutomatically generate meeting linksSave joining links inside the CRMConnect meetings with customers and dealsAdd internal participantsAssign meeting owners
calendar_monthBook a Demo · Sales Team
24
25
26
27
28
AVAILABLE SLOTS · WED 26
10:00 AM2:00 PM4:30 PM
Confirm Booking
BOOKING LINKS

Let Customers Book Meetings Without the Back-and-Forth

Scheduling shouldn't take five messages. Create availability, share your booking link, and let customers pick a time — once booked, it's automatically added to your AiEngage calendar.

What's Included
Create booking calendarsSet available daysSet working hoursControl bookable time slotsShare booking linksAutomatically create appointmentsManage bookings inside the CRMCreate different calendars for different teams
yourcompany.com/book-a-demo
Book a Free Demo
See AiEngage in action — pick a time that works for you.
MonTueWedThu
View Available Times
VISITOR JOURNEY
Visitor lands on websitearrow_downwardViews available slotsarrow_downwardSelects a timearrow_downwardMeeting bookedarrow_downwardAdded to AiEngage CRM
WEBSITE EMBED

Put Your Booking Calendar Directly on Your Website

Don't make a ready-to-buy visitor fill a form and wait for a callback. Embed the AiEngage booking calendar on your site so visitors can book without leaving the page.

Add It To
Book a Demo pagesContact Us pagesLanding pagesConsultation pagesProduct pagesOnboarding pagesSupport pages
EMAIL TO CUSTOMERSent
To: rohan.sharma@email.com
Your meeting is confirmed — Demo Call
Date26 Aug 2026
Time3:00 PM IST
PlatformZoom
Join Meeting
SIMPLE FLOW
Meeting Createdarrow_forwardLink Generatedarrow_forwardCustomer Notified
No manual email required.
CUSTOMER NOTIFICATIONS

Send Meeting Details Without the Extra Follow-Up

Once the meeting is created, AiEngage can automatically email the customer everything they need to join.

Customer Can Receive
Meeting titleDateTimeMeeting detailsZoom or Google Meet platformJoining link
Onboarding Call — Whitefield AccountsGroup
PARTICIPANTS
RSRohan SharmaCustomer
SDSneha DeshmukhCustomer
MKMeera KapoorInternal
videocamGoogle MeetSales Demo
ONE-TO-ONE & GROUP

Host One-to-One & Group Meetings

Create meetings for one customer, multiple customers, internal team members, or a mix.

Create
One-to-one meetingsGroup meetingsSales demosDiscovery meetingsCustomer onboarding callsTraining sessionsInternal + customer meetingsFollow-up meetings
Add
CRM contactsInternal participantsMeeting ownerZoom or Google MeetMeeting details
descriptionMeeting Transcript
Rep00:10
Let's start with your current CRM setup.
Rohan00:26
We use spreadsheets —need automated follow-ups.
Rep00:48
Understood. Can we do onboarding by Monday?
Rohan01:05
Yes, that works for our team.
summarizeAI Meeting Summary
KEY POINTS
Current setup: spreadsheets. Wants automated follow-ups.
DECISIONS
Onboarding scheduled for Monday.
NEXT STEPS
Send onboarding checklist & automation setup guide.
AI NOTES

Get Meeting Transcripts & AI Summaries Instantly

The meeting ends, and someone forgets the next step. AiEngage keeps meeting context in the CRM with transcripts and AI summaries.

Meeting Intelligence
Meeting transcriptsAI meeting summariesCustomer requirementsKey discussion pointsDecisionsFollow-up itemsNext steps
Sales TeamBook a Demo
Mon–Fri9am–6pm
linkbook.aiengage.io/sales-demo
Customer SuccessOnboarding
Mon–Sat10am–5pm
linkbook.aiengage.io/onboarding
Support TeamSupport Call
All days24/7
linkbook.aiengage.io/support
TEAM AVAILABILITY

Create Different Booking Calendars for Different Teams

Sales, onboarding, and support shouldn't share the same availability. Create separate booking calendars per team and meeting type.

For Example
Book a Demo — Sales TeamTalk to an Expert — Consulting TeamCustomer Onboarding — Customer SuccessSupport Call — Support TeamProduct Training — Training Team
Working Hours & Availability
MonTueWedThuFriSatSun
9 – 11am
11 – 2pm
2 – 6pm
BookableBlocked
check_circleBookable only within set hours
WORKING HOURS

Let Customers Book Only When You're Available

Stop getting requests outside working hours. Set availability and only show the slots you want bookable.

Set
Available daysWorking hoursBookable slotsCalendar availabilityDifferent schedulesTeam-specific availabilityMeeting types
Week of 24 – 30 AugWeek ▾
MON 24
10:00 Demo
TUE 25
WED 26
3:00 Demo
4:30 Sync
THU 27
11:00 Onboarding
FRI 28
SAT 29
SUN 30
UNIFIED CALENDAR

Manage Every Upcoming Meeting From One Calendar

Stop checking separate calendars. Manage upcoming bookings inside AiEngage CRM.

See
Today's meetingsUpcoming meetingsWeekly scheduleMonthly scheduleMeeting ownersCustomer detailsMeeting statusBusy daysAvailable slots
SCHEDULED
Whitefield Demo
10:00 AMRS
ERP Discovery
2:00 PMRV
IN PROGRESS
Clinic Onboarding
11:00 AMPN
DONE
Campus LMS Call
9:00 AMMK
Support Sync
4:30 PMJC
KANBAN VIEWS

Track Meetings the Way Your Team Actually Works

Sales cares about meeting status, CS about onboarding stage, management about owner. Create custom Kanban views around your process.

Customize
Kanban view nameMeeting categoryMeeting stageCard titleVisible fieldsField orderAggregationPrivate or shared views
upload_fileImporting Meeting History
In progress
68% complete412 of 600 meetings
check_circlePast meetings importedJust now
check_circleHistorical meeting notes imported2m ago
syncCustomer meeting history importingIn progress
MIGRATION

Bring Your Existing Meeting History With You

Moving CRMs shouldn't mean losing customer context. Import previous meetings and notes.

Import
Past meetingsHistorical meeting notesCustomer meeting historyExisting records
Track
Import statusImport progressPrevious importsHistorical context

One Meeting. No Tool Switching.

A customer books, AiEngage creates the meeting, Zoom or Meet generates the link, the customer is notified, your team runs it, transcript and summary stay connected, and follow-up becomes clear.

personCustomer Booksarrow_forwardeventMeeting Createdarrow_forwardvideocamZoom / Google Meet Linkarrow_forwardnotificationsCustomer Notifiedarrow_forwardgroupsMeeting Happensarrow_forwardsummarizeTranscript + AI Summaryarrow_forwardtask_altFollow-Up

Book, Meet, Summarize and Follow Up in One CRM

Booking CalendarsShareable Booking LinksWebsite Calendar EmbedZoom IntegrationGoogle Meet IntegrationAutomatic Meeting LinksAutomatic Customer NotificationsOne-to-One MeetingsGroup MeetingsMeeting TranscriptsAI SummariesFollow-Up Context

Everything You Need to Run Meetings From Your CRM.

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