Adding smart content to any customer meeting

Enabling sales and advisors to hold effective & predictable meetings with better results.

Smart content

Use scripted content to guide advisors and customers through a results-oriented meeting, step by step.

Your successful customer meeting

Whether online in Idiligo or in an offline meeting – structure the customer meeting and predefine the content.

  • 100% control over meeting content & process
  • 30% higher conversion & 80% faster deal closures
  • 50% steeper learning curve for employees
  • 2 hours’ time savings per meeting
  • Digital signature facilitates online contract closures

Flexible, powerful, easy to scale

Discover, how Idiligo will optimize your advice & inside sales activities. You can even share scripts with your network of resellers to maintain consistency and control your sales.


All the features you need, in one place

With Idiligo you create and successfully hold results-oriented customer meetings. Use exactly those features you need for your perfect advice and sales meeting.

Present documents

Present documents in different file formats to your participant and discuss them together. This can be anything, from an insurance contract to a PowerPoint.

Share screen

Use the screen share function to increase trust and accelerate business processes. Simply show anything on your screen, such as a live tariff calculator, while your participant is watching.

Fill in forms

Define forms that you wish to complete together with your participant. This can be anything, including an order form, personal details of a job candidate, or meeting notes. Afterwards, simply use the autogenerate documents feature to turn the form into a PDF document.

Sign documents

Have contracts or order forms signed during your online meeting and increase your conversion. Your participant signs documents online and legally secure within seconds using his smartphone or tablet.

And even more useful features

Make choices
Autogenerate documents
Html & Embed iframes
Create reports
Present videos & photos
Autogenerate and send emails
Download documents
Upload documents
Client success stories

Dedicated to your success

We’ve built Idiligo for successful businesses
Digital Customer Experience “We offer our customers new possibilities to serve their customers.”
2 hours less per customer “We are saving 2 hours on each customer contact simply by using Idiligo.”
80% faster contract negotiations “With Idiligo we achieve an 80% faster completion of contract negotiations.”

Increase your success using structured customer meetings

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