CRM
Manage your sales pipeline and customer relationships
Communications Log
Record the calls, emails and messages behind a deal or a contact
Creating and Managing Deals
Track opportunities through your sales pipeline from first contact to close
CRM Email Sync
Read and answer the email between you and your CRM contacts without leaving meetergo
CRM Overview
Manage your sales pipeline and customer relationships with meetergo's built-in CRM
CRM Reports
Where the pipeline value, win rate, stage breakdown and task numbers on the Reports tab come from
Custom Fields
Add custom data fields to deals and configure required fields per pipeline stage
Managing CRM Contacts
Organize contacts, link them to deals with roles, and maintain your contact database
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
Task Management
Create, track, and complete tasks with quick shortcuts and smart scheduling
Using the Kanban Board
Visualize and manage your sales pipeline with drag-and-drop functionality
Working with Companies
Organize your CRM around company profiles with linked contacts and deals