Meetings & Collaboration Module
Meetings, teams and decisions — right next to the work.
The Meetings & Collaboration module brings video meetings, team channels, screen sharing and recordings inside the ERP, so the conversation stays tied to the record it is about.
Video meetings, team channels and real-time collaboration.
Overview
What it does
Communication beside the work instead of a separate meeting app and scattered chats. The module ties meetings, channels and notes to the relevant ERP record, so “what was this about?” never comes up.
Scope
Sub-categories of Meetings & Collaboration
Each sub-category manages a part of this process — all on the same data.
Video Meetings
Start scheduled or instant video meetings and manage attendance from the calendar.
Team Channels
Talk in department and project channels without scattering the topic.
Screen Sharing
Share an ERP screen in the meeting and review the data together.
Recordings & Notes
Record the meeting and attach notes and action items to the relevant record.
Roles
Who is it for?
The same data, a different view for each role.
Manager
Run the meeting on top of the actual work; tie decisions and actions to the record.
Team Member
Follow the topic in the channel, share files and join the meeting in one click.
Administrative Services
Manage meeting logistics, recordings and access rights.
Connection
How a conversation ties to the work
A meeting is not an isolated call. From channel to meeting, decision to action, every step links to the relevant ERP record.
Channel
The topic opens and is discussed.
Meeting
The team meets.
Notes & Decision
Action items are captured.
Link to Record
Filed to the ERP record.
Capabilities
Key features
Compliance
Compliant with local regulation
Supports meeting and recording processes in line with KVKK through encrypted transport, role-based access and retention controls; recording is configured per the organization’s policy.
Meetings & Collaboration with Sonia AI
Describe it, Sonia sums it up.
Say what you need in natural language; Sonia prepares the summary, notes or action list and brings it for your approval — the final decision is always yours.
Frequently Asked Questions
Can meetings be linked to ERP records?
Yes. A meeting can be started from a project, quote or customer record; notes and action items appear in that record’s history.
Are meetings recorded?
Recording can be enabled per the organization’s policy; recordings are protected by access rights and a retention period can be defined.
Does it work with mail and calendar?
Invitations are scheduled through the Calendar, while notifications and correspondence run integrated with the Mail module.
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