Crm
Communications Log
Track calls, emails, and messages with your contacts and companies
Working with Companies
Organize your CRM around company profiles with linked contacts and deals
Managing CRM Contacts
Organize contacts, link them to deals with roles, and maintain your contact database
CRM Overview
Manage your sales pipeline and customer relationships with meetergo's built-in CRM
Custom Fields
Add custom data fields to deals and configure required fields per pipeline stage
Creating and Managing Deals
Track opportunities through your sales pipeline from first contact to close
Using the Kanban Board
Visualize and manage your sales pipeline with drag-and-drop functionality
Notes and Attachments
Add rich-text notes and attach files to deals, contacts, and companies
Pipeline Configuration
Set up and customize sales pipelines with stages, win probabilities, and required fields
CRM Reports
Analyze your sales performance with pipeline metrics, forecasts, and insights
Task Management
Create, track, and complete tasks with quick shortcuts and smart scheduling