We’re constantly adding new features which help you perform successful customer meetings – from presenting & signing documents, autogenerating forms and sharing screens. Simply choose, which features you need, put them in a structured order and your personal script is ready. Conduct reliable customer meetings, close more deals in less time and streamline your business.
Present documents in different file formats to your participant and discuss them together. This can be anything, from an insurance contract to a PowerPoint.
Present videos
Improve the customer experience or go further into detail by showing videos or photos during your online meeting. Use this feature to attract attention and make your business stand out.
Make choices
Sometimes you don't know, which product or service interests your participant, or you wish to go through multiple options. You are well-prepared thanks to the choice function.
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.
Generate documents
After forms have been filled in and, choices have been made, simply use this function to convert them into a PDF. This document can be downloaded for your records, sent as an email attachment or signed by your participant.
Send emails
Generate and send emails during the online meeting and attach relevant documents. This can be an invitation for the next Idiligo online meeting, a meeting summary, or a contract.
Download documents
Use this feature to allow you and your participant to download documents during an online meeting. This can be (autogenerated) documents, contracts, or presentations.
Upload documents
Use this feature to allow you and your participant to upload documents. This can be a contract, an ID, or presentation.
Microsites
Use this feature to allow you and your participant to upload documents, such as an ID or to provide them with (autogenerated) documents which can be immediately downloaded during the online meeting.
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.
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.
Embed iframes
Share html or embed external content such as YouTube videos, ads and much more into your online meeting.
Create reports
Automatically create reports of each meeting. This can be a summary of the completed forms, discussed contracts or anything else.
Idiligo makes it easy to take your online business to the next level
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Join Idiligo Online Meeting
Enter the Idiligo meeting code given to you by your host.
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