Admin and internal tools
Host client calls and team meetings without leaving ForexCRM.
Meetings gives brokerage teams an integrated communication layer for team alignment, partner calls, and high-value client interactions.
forexcrm.org/meetings
Meetings
Admin and internal tools
Meeting model
Browser-based
Guest access
Supported
History
Tracked
Instant and scheduled meeting creationLive
Guest access for external participantsLive
Meeting links, invitations, and attendance trackingProcessing
RealtimeKit-powered video infrastructureQueued
Activity
Meetings
Video meetings built into your brokerage with no extra Zoom dependency.
Browser-based
Meeting model
Supported
Guest access
Tracked
History
Core capabilities
Instant and scheduled meeting creation
Guest access for external participants
Meeting links, invitations, and attendance tracking
RealtimeKit-powered video infrastructure
Agenda and scheduling support inside the suite
Historical records for operational continuity
Business outcomes
Reduce external meeting-tool sprawl
Keep meeting context inside operational workflows
Simplify coordination across teams and stakeholders
Roadmap depth
Recordings to Drive
Screen sharing
Calendar integration
Live preview
Meetings in action
A representative view of the workflows, metrics, and connected data you get with Meetings.
Meetings Dashboard
Live operational mock panel
Browser-based
Meeting model
Supported
Guest access
Tracked
History
Workflow pipeline
Updated just now
Instant and scheduled meeting creation
01
Guest access for external participants
02
Meeting links, invitations, and attendance tracking
03
RealtimeKit-powered video infrastructure
04
Performance snapshot
Meeting modelBrowser-based
Guest accessSupported
HistoryTracked
Recent actions
Reduce external meeting-tool sprawl
Sync1h ago
Keep meeting context inside operational workflows
Approval2h ago
Simplify coordination across teams and stakeholders
Automation3h ago
Connected apps
CalendarTasksDriveOrganization & Staff Management
Operational table
Workflow
Owner
Status
Load
Instant and scheduled meeting creation
Ops team
Live
24%
Guest access for external participants
Compliance
Stable
36%
Meeting links, invitations, and attendance tracking
Finance
Monitored
48%
RealtimeKit-powered video infrastructure
Support
Optimized
60%
Agenda and scheduling support inside the suite
Growth
Ready
72%
Who uses it
Sales
Management
Client service
Typical use cases
Host team and client meetings
Keep scheduling inside the suite
Track attendance and history centrally
Connected workflows
Calendar
Tasks
Drive
Organization & Staff Management
Related apps
Explore the surrounding workflow.
Organization & Staff Management
Run your brokerage team with the same rigor you apply to your clients.
Control staff profiles, departments, hierarchy, roles, and white-label settings from a unified admin model.
Staff onboarding, statuses, and searchable profiles
Departments, designations, and branch structures
Role-based permissions built for granular admin control
Explore module
Calendar
A shared team calendar that knows your tasks, meetings, and deadlines.
Coordinate brokerage activity with shared scheduling tied to tasks and meetings.
Month, week, and day planning views
Color-coded events and drag-and-drop scheduling
Task and meeting synchronization
Explore module
Tasks
Brokerage task management that actually connects to your operations.
Manage internal execution across compliance, finance, marketing, and IT with lightweight, brokerage-aware task flows.
Task creation with due dates, priorities, and categories
Simple status workflow from backlog to completion
Smart filtering for assignees, categories, and urgency
Explore module
Get started
See how 20 apps replace your entire brokerage stack.
Share your setup — platforms, regions, partner model — and we'll walk you through exactly how ForexCRM maps to your operation.
Request a personalized demo
Platform connectivity walkthrough
Client portal & partner program setup
White-label & deployment options