Meeting Tracker
Track every meeting logged in CRM - video, in-person, or phone - with type breakdown, follow-up status, and action item review.
The Meeting Tracker is the dedicated view for every meeting activity in your CRM. It shows meetings by type (video call, in-person, phone), separates upcoming from past, surfaces follow-up requirements, and aggregates action items from your meeting notes into a single review section.
Meeting entries are activities of the Meeting type. See Activities for the full activity model and type-specific fields.
PrimeCRM is a Pro feature
The Meeting Tracker requires a Pro license with CRM enabled. See License Settings.
What you can do
See all your meetings in one focused list
with seven key metrics
Filter by time
Search
by contact name, title, or agenda
Schedule a new meeting
directly from the page
Edit or delete
any meeting from the list
See linked contacts and companies
click through to their detail pages
Review action items
from recent meetings in a dedicated section
Track which meetings need follow-up
and filter down to just those
Switch between Shared CRM and Isolated CRM
How to open the Meeting Tracker
- From the CRM Dashboard: Click the Meetings card in the Sales Activity Trackers section on the CRM Dashboard.
- From the Sales Activity Dashboard: Click the Meetings metric or the Meeting Tracker link. See Sales Activity Dashboard.
- Command palette: Press ⌘+K (or Ctrl+K), type meeting tracker, and pick the entry.
Things worth knowing
Seven key metrics
The page shows seven headline numbers:
- Total Meetings - all meetings matching your current filters
- Upcoming - meetings scheduled in the future
- Video Calls - meetings of the Video Call type
- Average Duration - average meeting length in minutes (across all types)
- In Person - face-to-face meetings
- Phone Calls - phone-based meetings (see note below)
- Follow-Ups - meetings flagged as requiring a follow-up
Phone meetings vs phone calls
A Phone Call meeting is a scheduled call with an agenda, logged via the meeting form. A regular phone call is a spontaneous outreach call logged via the Call Tracker with direction, duration, and outcome. Use the meeting type for planned calls; use the Call Tracker for ad-hoc calls.
Filters
Four filters let you narrow the list:
- Search - matches against contact name, title, and agenda
- Time - all time, upcoming only, or past only
- Type - all types, video call, in-person, or phone call
- Follow-Up - all, requires follow-up, or completed follow-ups
What each meeting entry shows
Every meeting shows the linked contact or company (clickable to their detail page), the meeting type, a preview of the agenda, whether a follow-up is required, the meeting link (if set - clickable to open Zoom, Google Meet, Teams, etc.), the duration (if recorded), and the date. Upcoming meetings are visually distinguished from past meetings. You can edit or delete any meeting from the list.
Action items from meetings
Below the meeting list, a dedicated section surfaces action items from your recent meetings - the things you committed to during the call. It shows the top meetings with recorded action items so you can review your follow-ups without opening each meeting individually.
Record action items when logging the meeting
The meeting form has a dedicated place for action items, separate from your general meeting notes. Items you capture there automatically appear in this review section, so you don't have to hunt through each meeting's notes to find your follow-ups.
Scheduling a new meeting
Click Schedule Meeting at the top to open the activity form pre-filled with the Meeting type. The form includes:
- Meeting Type - video call (default), in-person, or phone call
- Meeting Link - URL for Zoom, Google Meet, Teams, etc.
- Agenda - meeting topics
- Meeting Notes - key discussion points, decisions, and action items
- Recording URL - link to a recording
- Follow-up required - checkbox to flag meetings that need a follow-up
Plus the standard activity fields. See Activities.
Sync meetings to Apple Calendar
If you use the Apple Calendar integration, meetings with due dates can sync to your calendar automatically. See Apple Calendar Integration and Integrations Settings.
Isolated CRM mode
When viewing the Meeting Tracker in a project's Isolated CRM, only meetings logged inside that project are shown. Metrics reflect only project-scoped data. If auto-sync is enabled, shared meetings are merged in. See Shared vs Isolated CRM.
Common questions
"I want to see what I have coming up this week."
Set the Time filter to Upcoming. The list shows only future meetings sorted by date.
"I want to find every meeting I owe a follow-up on."
Set the Follow-Up filter to Requires Follow-up. Each meeting shows the contact, agenda, and date so you can prioritise. Once you've completed the follow-up, edit the meeting and untick the follow-up flag.
"I want to review action items from last week's meetings."
Scroll to the Action Items from Meetings section below the meeting list. It shows the top meetings with recorded action items and their items called out for quick review.
"What's the difference between a meeting-typed phone call and a Call Tracker call?"
A meeting-typed phone call is a scheduled call with an agenda, notes, and a follow-up flag - logged through the Meeting Tracker. A Call Tracker call is a spontaneous call with direction, outcome, and duration - logged through the Call Tracker. Use whichever matches how the call happened.
"I want to count video calls vs in-person meetings."
The Video Calls, In Person, and Phone Calls metrics at the top give you the breakdown. For time-bounded analysis, use the Sales Activity Dashboard with a time range.
Where to go next
| If you want to… | Read this |
|---|---|
| See all sales metrics in one view | Sales Activity Dashboard |
| Track calls | Call Tracker |
| Track emails | Email Tracker |
| Manage demos and proposals | Deal Pipeline |
| Browse all activity types | Activities |
| Sync meetings to Apple Calendar | Apple Calendar Integration |
| See meeting analytics with charts | CRM & Reports |
| Return to the CRM hub | PrimeCRM Overview |