Whereby Meeting Plugin for RISE CRM

Description

Whereby Meeting Plugin for RISE CRM

Seamlessly schedule and manage online meetings using Whereby Meeting Plugin for RISE CRM directly within your RISE CRM! This lightweight and intuitive plugin integrates Whereby’s video conferencing service with RISE CRM to help teams organize meetings with clients, or staff—without the need for complex configurations or third-party apps.

Key Features:

1. Whereby Integration – Add Whereby as a meeting provider with simple URL-based room links.
2. Multi-Participant Support – Schedule meetings for clients, and internal staff members.
3. Meeting Scheduler – Choose a date and time to plan a meeting and notify all invitees instantly.
4. Easy Installation & Activation – Install and activate directly from the RISE CRM plugin section.

Requirements:

• RISE CRM (v3.x or higher).
• Whereby API Key.

Installation Guide:

1. Log in to RISE – Ultimate Project Manager & CRM as an administrator.
2. Navigate to Settings > Plugins.
3. Install the upload.zip which you have downloaded from the Envato Market with a valid purchase
   code.
4. If everything is OK, it’ll show a success message.
5. Activate the plugin from the option dropdown.
6. You’re all set!