Meeting Room
Bring clients and teammates together with a link you can use again.
Host consultations, coaching calls, and webinars in SMBcrm. Guests join in their browser, and you control how they enter.
Currently in beta.
Keep the link. Start the conversation.
Give clients a familiar place to meet. Your personal room keeps the same URL, so recurring calls do not need a fresh invitation link every time.
Set your waiting room and access preferences before the call. When a teammate needs help, admins can step into an active session.
Explore the meeting toolsFrom invitation to follow-up
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Share your room link
Add it to an email, message, or calendar invitation.
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Meet in the browser
Welcome your guests and share your screen when useful.
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Return to the recording
Review saved sessions after the conversation ends.
Manage the call, from joining to replay.
A link you can reuse
Share your personal room link for client calls, coaching sessions, or recurring team meetings. Use the same link next time.
Guests join in their browser
Attendees open your room link without installing a separate meeting app.
Control who comes in
Set passcodes, waiting room preferences, and guest access before people join.
Help from your team
Rooms have a clear owner. Co-hosts and admins can support a session when needed.
Screen sharing for the details
Walk through a proposal, present a lesson, or show a client how something works while you talk.
Recordings for later
Manage meeting recordings from one place so you can revisit a discussion or use a session for training.
Meet with clients, members, and your team.
Use a live session when an email thread needs a walkthrough, a lesson needs a discussion, or a new client needs a personal welcome.
Client consultations
Talk through a proposal or review progress together.
Explore communication toolsCoaching and member sessions
Bring people together for office hours, workshops, or a recurring group call.
Explore memberships and educationWebinars and live training
Host the live conversation in Meeting Room. Explore Events when you also need registration or ticketing.
Explore EventsMeeting Room questions
What is Meeting Room in SMBcrm?
Meeting Room gives you a dedicated space for live video meetings in SMBcrm, with a reusable personal link, browser access for guests, host controls, and recordings.
Do my guests need to download an app?
No. Guests can open the meeting link in their browser without installing a separate app. Your room settings determine how they are admitted.
Can I keep the same link for recurring calls?
Yes. Your personal room has a permanent URL you can share for one-time or recurring meetings.
How do I control access to my room?
Use passcodes, waiting room settings, and guest access controls to decide how people join. Room owners can also get support from co-hosts and admins.
Can I use it for coaching or webinars?
Yes. Meeting Room can host coaching calls, client consultations, training sessions, and webinars. For events that need registration or ticket sales, explore SMBcrm Events alongside Meeting Room.
Already using SMBcrm? Get help setting up your room.
Bring your next conversation into SMBcrm.
Explore Meeting Room alongside your contacts, communication tools, and customer follow-up.
60-day money-back guarantee
Eligible Startup and Professional initial subscription fees only. Usage and add-ons are excluded. Read the refund terms.
No setup fees
Plan your setup with training and support
Cancel anytime
No long-term contracts, stay because you want to