Our Google Calendar integration transforms your scheduling into a powerful CRM and compliance tool, ensuring every client and lender interaction is tracked, documented and leveraged for better business outcomes.
Intelligent Meeting Mapping
Every calendar event automatically connects to relevant Splendid CRM contacts and deals. Whether it's a client consultation, lender meeting, or internal review, the system creates a comprehensive activity timeline that provides complete visibility into business relationships.
Automated Meeting Context
Prepare for meetings with confidence. The integration automatically surfaces relevant client information, deal history, and previous meeting notes, ensuring you're always prepared with the right context and documentation.
Compliance Documentation
Maintain detailed records of all client and lender interactions to support regulatory compliance. Meeting dates, attendees, and purposes are automatically documented and linked to appropriate Splendid CRM records, creating comprehensive meeting histories for audit purposes.
Smart Follow-up Management
Never let opportunities slip through the cracks. The system automatically generates follow-up tasks based on meeting types and outcomes, ensuring consistent client service and deal progression.
Lender Relationship Tracking
Build stronger lender relationships by maintaining complete interaction histories. Track meeting frequency, topics discussed, and relationship strength to optimise your lender partnerships and improve deal success rates.