CRM Overview

meetergo CRM helps you manage your entire sales process in one place. Track deals, organize contacts and companies, manage tasks, and get insights into your sales pipeline — all integrated with your scheduling.

What is meetergo CRM?

The CRM (Customer Relationship Management) feature transforms meetergo from a scheduling tool into a complete sales workspace. It's designed for sales teams and professionals who want to:

• Track deals from first contact to close
• Organize contacts and companies
• Manage follow-up tasks
• Visualize their sales pipeline
• Get sales forecasts and reports

Key Features

Deal Management

Track every opportunity in your pipeline. Each deal includes:

• Deal name and value
• Associated company and contacts
• Pipeline stage with visual progress
• Expected close date
• Owner assignment
• Notes, tasks, and activity history

Visual Pipeline (Kanban Board)

See your entire pipeline at a glance. The Kanban board lets you:

• Drag and drop deals between stages
• View deals organized by stage
• See total value per stage
• Quickly identify bottlenecks

Companies

Organize your business relationships by company:

• Company profiles with contact information
• Linked deals and contacts
• Notes and communication history
• Domain-based organization

Contacts

Manage all your contacts in one place:

• Link contacts to deals with specific roles
• Track communication history
• Import contacts via CSV
• Detect and merge duplicates

Tasks

Stay on top of follow-ups with task management:

• Create tasks linked to deals
• Set due dates and priorities
• Assign tasks to team members
• Quick task creation with keyboard shortcuts

Reports

Understand your sales performance:

• Total pipeline value
• Weighted forecast (value × win probability)
• Won/Lost deal tracking
• Stage-by-stage breakdown

Getting Started

Accessing the CRM

1. Log in to your meetergo dashboard
2. Click CRM in the main navigation
3. You'll see the main CRM view with tabs for Deals, Contacts, Companies, Tasks, and Reports

The CRM Dashboard

The main CRM page shows:

• Summary Cards: Quick stats for pipeline value, contacts, companies, and tasks
• View Tabs: Switch between Deals, Contacts, Companies, Tasks, and Reports
• Scope Picker: Filter by "My Sales" or view all team data

Creating Your First Deal

1. Click New Deal
2. Enter the deal name (e.g., "Acme Corp - Enterprise Plan")
3. Set the deal value and currency
4. Select or create a company
5. Choose a pipeline and stage
6. Click Create

Your deal now appears on the Kanban board, ready to be tracked through your sales process.

Views and Navigation

Deals View

The default view shows your deals in two modes:

• Board: Kanban-style view with drag-and-drop between stages
• Table: List view with sorting and filtering options

Use the toggle in the top-right to switch between views.

Contacts View

Browse and search all contacts in your CRM. Create new contacts, import from CSV, or run the deduplication tool.

Companies View

Manage company profiles. View associated deals and contacts for each company.

Tasks View

See all pending tasks across your deals. Filter by type, priority, or assignee.

Reports View

Access sales analytics including pipeline value, forecasts, and stage metrics.

Integration with Scheduling

meetergo CRM integrates seamlessly with your scheduling:

• Contacts from bookings can be added to deals
• Tasks can trigger meeting reminders
• Deal activity shows all touchpoints including scheduled meetings

Who Should Use the CRM?

The CRM is ideal for:

• Sales Teams: Track opportunities from lead to close
• Consultants: Manage client relationships and projects
• Agencies: Organize prospects and client accounts
• Freelancers: Keep track of potential and current clients

Next Steps

• Creating and Managing Deals — Learn how to work with deals
• Pipeline Configuration — Set up your sales stages
• Using the Kanban Board — Master the visual pipeline
• Managing CRM Contacts — Organize your contact database
• Working with Companies — Build company profiles
• Task Management — Stay on top of follow-ups

FAQ

Is the CRM included in all plans?

The CRM is available on select plans. Check your plan details or contact sales for more information.

Can I import existing deals and contacts?

Yes, you can import contacts via CSV. Deals can be created manually or through integrations.

Does the CRM sync with other CRM tools?

meetergo CRM is designed as a standalone solution. However, booking data can sync to external CRMs (HubSpot, Salesforce, Pipedrive) through integrations.

Can I customize the pipeline stages?

Yes, you can create custom pipelines with your own stages, colors, and win probabilities. See Pipeline Configuration.

How many deals can I track?

There's no limit on the number of deals, contacts, or companies you can manage.