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Vectera

Great client meetings start here·vectera.com

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Vectera is an integrated customer-meeting platform combining scheduling, branded video meetings, and real-time collaboration tools such as whiteboarding, co-browsing, and document annotation. It offers AI-powered 'Smart Summary' meeting notes and transcription, calendar integrations, and CRM/DMS connections for customer-facing teams. The platform is aimed at advisors, sales, and customer success teams looking to improve customer meetings.

What it's for

Advisory meetingsCustomer success meetingsSales meetingsGroup schedulingVideo meetings with clientsAI meeting note-taking

Features 19

  • 1-click calendar connect (Office 365, Google Calendar, iCloud, Exchange)
  • Advanced group scheduling
  • Analytics dashboard
  • Branded video meeting rooms on custom domain
  • Co-browsing
  • Collect payments during meetings
  • Contact forms
  • Custom appointment types
  • Customer feedback portal
  • Document annotation and integration
  • End-to-end encrypted audio/video streams (WebRTC/DTLS)
  • Full API access
  • Local & cloud recordings
  • Meeting room templates
  • Screen sharing
  • Smart Summary AI meeting notes and transcription
  • SSO integration
  • Team scheduling and management
  • Whiteboarding

At a glance

free tierfree trialAPI
TypeWeb app
DeploymentCloud
PlatformsWeb
Forcustomer-facing teams, advisors, sales teams, customer success teams, accounting professionals
CompanyVectera

Integrations

Office 365Google CalendariCloudExchangeTeamleaderAdminPulseSalesforceHubspotPipedriveGoogle DriveDropboxOneDrive

Complianceself-reported

GDPRHIPAA

Resources

Pricing

Prices shown in both USD and EUR depending on selected currency; EUR figures: Pro €25/€22 (monthly/annual), Business €50/€45 (monthly/annual). Enterprise is custom/quote-based. HIPAA BAA marked with an asterisk on the Business plan.

FreeFree

For occasional 1:1 customer meetings

1 meeting room; unlimited 1-on-1 meetings only

Pro$30/user/mo

Site also offers EUR pricing: €25/host/month (monthly billing) or €22/host/month (annual billing).

Business$55/user/mo

Site also offers EUR pricing: €50/host/month (monthly billing) or €45/host/month (annual billing). Team Feedback feature requires a minimum commitment of 5 users.

EnterpriseQuote

Custom quote-based pricing; contact sales.

Last checked 28 days ago·