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Platform / Calendar

A schedule that knows who you are meeting.

Use intelligent booking links with Google or Microsoft 365 calendars. Prepare meeting summaries from client context and automate activity updates and follow-up in the CRM.

See Calendar in action
  1. 01Work schedule
  2. 02Meeting context
  3. 03Automatic CRM updates
Calendar

Keep the useful
context close.

  • Prepare for meetings with client history, summaries and the work awaiting review
  • Share booking links and let confirmed meetings land in your calendar and the CRM
  • Automate meeting records and follow-up, with a history trail linked to the client

“What do I need to know before my 2 o’clock?”

Open the meeting to see the client’s recent activity, plans and open items. Automated updates follow the rules your team enables, and you stay in control of what is sent.
Calendar month view with client meetings and reviews · actual app capture · synthetic demo data

Keep the work connected.

CRMPlansHanna Docs & Files
A MORE CONNECTED DAY

Let’s make room for
the work that matters.

Take a guided look at Hanna, from the first client question to the next step.

See Hanna in action