Confidential meetings

Conduct confidential meetings with confidence

Perfect for financial, legal and compliancy meetings. 
PremiumDearDoc
Schedule

Bookings on autopilot. For you and your team.

  • Let customers book a moment to meet that is convenient for both.
  • Powerful team scheduling features with round robin assignment
  • Payment integration for immediate payment on booking
  • Integrates with Gsuite, O365, Microsoft Exchange, iCloud.
  • Easy to embed on your landing pages
Prepare

Automate time-consuming preparation with the right content

  • Pre-fill meeting rooms automatically with the latest documents. 
  • Add public and private notes automatically to each meeting to meet compliancy checks. 
  • Change content dynamically based on contact, type of call or choose the right meeting room template over API
Xerius uses Vectera to streamline client intake processes
Meet

End-to-end encrypted meetings

  • Unlike general purpose meeting solutions, Vectera does not decrypt audio, video and screensharing streams. 
  • True 1-click join experience, no downloads, no accounts. Works browser-based on any mobile device.
  • Create a meeting room for each customer and keep communication secure in dedicated meeting rooms. No need to scroll through old emails and documents during the conversation. 
  • Switch from presentation mode to collaboration to mode to make customer meetings interactive and engaging. 
Document

Spend 2 hours less on administration per week

  • All meeting notes, document annotations, drawings and recordings persist in the meeting rooms, ready for the next call
  • Export annotated files, documents and notes in 1 click to mail. 
  • Sync private notes, contact details and meeting room activity automatically to your CRM
Analyze

Unseen conversation insights

  • With traditional screensharing, you have no idea or control on what is shared during a customer conversation. With content sharing and templates - you know exactly what is being shared.
  •  View conversation meta data such as total session hours per team members in your BI tooling using API or view them in your ready-made dashboard.
  • Combine feedback points with meeting meta data to complement your client profiling or rep performance analysis.

Become more consistent and compliant

Deep customisation

Customise the virtual appearance of your sales team to match your branding with custom colors and advanced styling options.

Templates

Pre-fill meeting rooms with content, checklists and speaker notes. Make sure each question is asked and improve data quality. 

Conversation insights

How many meetings are held across the team? What is the total meeting time spent on a customer?
What is the feedback of customers? Get answers with embeddable reports
Connects with all major BI systems:

Enterprise - ready

SSO

Fast & secure authorisation for your team with SSO.

API

Automate user and meeting management over API.

Be there for the customer

Team scheduling with round robin streamlines appointment booking and reduces appointment booking overhead with 4 hours per team member per week on average.

Level up your customer meetings