Communication
Zoho Meeting solutions set up the way you work.
Video meetings, screen sharing, recordings and AI keynotes, configured so teams and clients can meet from CRM, Mail or a browser.
- CRM Contacts
- Calendar Invites
- Email Threads
- Bookings
- Team Chat
- Phone Dial-in
Zoho MeetingCommunication- Recordings
- Meeting Notes
- Session Reports
About Meeting
What Zoho Meetingdoes.
The core of what Zoho Meeting offers, based on Zoho's official product documentation. Quick stand-ups and client demos are scheduled, recorded and reviewed in the same secure place.
- SmootherClient demos
- SearchableMeeting notes
- TighterSession security
01Video conferencing
Meet over HD audio and video, share a screen or app window and sketch ideas together on a shared whiteboard.
- Screen sharing
- Whiteboard
- Virtual backgrounds
- Breakout rooms
02Scheduling & invites
Start a meeting instantly or plan one ahead with an agenda, RSVPs and automated email reminders.
- Instant meetings
- Scheduled meetings
- RSVP and reminders
- Personal room
03Recordings & AI notes
Record sessions to the cloud, then review transcripts and AI-generated keynotes instead of taking notes by hand.
- Meeting recording
- Recording transcripts
- Meeting keynotes
- Real-time transcriptions
04Moderation & privacy
Lock confidential sessions, approve late joiners, mute or remove participants and anonymize personal data after a set period.
- Lock meeting
- Moderator controls
- Co-hosts
- Anonymize personal data
05Participant engagement
Keep everyone involved with live polls, in-meeting chat, annotation and shared PDFs, slides or videos.
- Live polls
- Instant chat
- Annotation
- Share material
06Dial-in & calling
Let attendees join by phone through local or toll-free numbers. Meeting Calls via Zoho Voice is limited to US and EU data centers.
- Local dial-in numbers
- Toll-free add-on
- Meeting Calls
07Analytics & logs
Review session counts, duration, history and participant engagement, and export a full action log for audits.
- Session analytics
- Advanced analytics
- Action log viewer
08Organization & branding
Group users into departments, run meetings on your own domain and embed a join widget on your website.
- Departments
- Custom domain
- Co-branding
- Embed meeting widget
How Xevort helps
Making Meeting work your way.
What our team can set up, customize and connect in Zoho Meeting.
Setup
Organization account, hosts, co-host rules, meeting defaults and dial-in options configured for each team.
Customize
Invitation and reminder emails, virtual backgrounds and meeting settings shaped around your brand and etiquette.
Automate
Zoho Flow triggers and CRM workflows that create meetings, share joining links and log outcomes automatically.
Integrate
Meeting connected to CRM, Bookings, Mail and Projects, plus Microsoft Teams, Slack, Gmail or Outlook.
Departments
Departments, roles and department-only meetings set up so each group manages its own sessions.
Branding
Custom domain, co-branding and an embedded join widget, so clients see your name rather than a generic link.
Recordings
Recording, storage, transcript and keynote settings agreed with your team, with sharing rules for sensitive sessions.
Security
Meeting locks, moderator defaults, two-factor authentication and data anonymization reviewed before go-live.
Integrations
Connect Zoho Meetingwith the tools you use.
We can connect Meeting with other Zoho apps and the services you already use, so records move between them without anyone re-typing them.
- Native Zoho connectionsZoho apps that share data with each other out of the box.
- Delivered by XevortIntegrations our team has built on client projects.
- Officially supportedConnectors Zoho provides, set up and mapped to your process.
Why choose Zoho Meeting
Every conversation,captured and secure.
Zoho Meeting keeps internal syncs and client calls in one platform, with recordings, notes and analytics ready once the session ends.
- Meetings in one placeUpcoming sessions, recordings and past meeting notes sit in a single account.
- Clients join easilyParticipants join from a browser or mobile app without creating an account.
- Fits your routineMeetings launch from CRM, Mail, Bookings or your team chat.
- Session insightAnalytics show meeting counts, duration and participant engagement.
- Notes without typingTranscripts and AI keynotes summarize what was discussed.
- Locked-down sessionsMeeting locks, moderator controls and encryption protect confidential calls.
FAQ
Zoho Meetingquestions, answered.
Straight answers on setup, migration, integrations and timelines before you start.
Still have questions?
Tell us about your Zoho Meeting setup and our team will get back to you.
Yes. The official CRM integration lets reps schedule and host meetings with leads and contacts from the record itself. We connect the two apps, set meeting defaults and add workflows so follow-up tasks are created after each session.
No. According to Zoho, participants can join from a browser with the meeting link or key, and only hosts need an account. We set up invitation templates and branding so the joining experience looks like your business.
Yes. Paid plans include cloud recording, and the Professional plan adds recording transcripts and AI-generated meeting keynotes. We configure who can record, where recordings are shared and how long they're kept.
Yes. Zoho Meeting supports local dial-in numbers, and toll-free numbers are available as an add-on. Meeting Calls, which adds business calling through Zoho Voice, is currently limited to US and EU data centers.
Yes. With the official Zoho Bookings integration, each confirmed appointment can run as a Zoho Meeting session. We set up the booking flow, reminders and meeting settings, then train hosts on running consultations.
This depends on the systems involved, API availability, data complexity, testing requirements and business rules. These are typical Xevort project estimates, not fixed delivery commitments.
Free Zoho consultation
Ready to get more from Zoho Meeting?
Tell us how your business works, what you want to improve, and where Zoho fits today. We'll recommend the right approach, with no obligation.
- Reply within 1 business day
- New or existing Zoho setups
- Fixed-scope proposals