Turn Your Firms Website Into A Business Advisory Platform

The All In One Strategic Planning And Execution App

Create a use template agendas

Clients will be able to quickly build a library of meeting agendas for board meetings, weekly all-hands reviews departments and individual performance reviews. You can provide clients with templates based on proven meeting methodologies.

Collaborate and prepare before

An effective meeting starts with good preparation and ends with clear, well documents minutes and tasks. Meeting agendas can be shared before the meeting and key reporting data updated so the meeting flows.

Centralise meeting notes

Keep notes in one central place that everyone has access to or download the minutes as a PDF and send around to everyone. Topics can be broken down and discussions tagged as notes, decisions or tasks.

Manage tasks

To help ensure things get done, clients will have a central task list of agreed actions from meetings. The dashboard will show you the list of tasks, progress and priority.