Affiliate Partners | Work from anywhere and earn excellent commissions for acquired customers. Sign up now!

Affiliate Partners | Meets CRM

Service Resources | Meets CRM

In Meets, you have access to all registered activities, whether or not they are related to an opportunity. You can also set reminders for these activities so you won’t miss any commitments.

In the reminder settings, you select a specific activity and check the 'Receive Reminder' option, allowing you to choose the reminder time, add a description, and more.

Manage your activities and reminders to support your team in executing more effective strategies and practices.

Create reminders and recurring tasks with just a few clicks, and assign the responsible team member.

By organizing activities, you and your team can plan and implement more strategic actions that yield better results.

Additionally, Meets can remind you of activities by sending email notifications.

Create and manage your activities and assign them to your team.

Activity Resources | Meets CRM

Partners - Create Account | Meets CRM

In Meets CRM, you can send emails directly from your opportunity. When sending emails, the senders will be the users who are registered in the system, with the login email. “Email”. Simple and fast!. You can also use the templates.

With Meets CRM, you can turn WhatsApp into a real sales machine for your company. Concentrate all of your app's customer service in one place, fully integrated.

See your results increase with a single shared number for multiple agents. This way, everything managed in your business is centrally recorded, ensuring you don’t miss any business opportunities. With our CRM, you can send your messages in an organized manner, supported by powerful assistance.

With Meets CRM, you receive leads from different channels in the sales and service center integrated with the CRM. Everything in one place.

With Meets CRM you can send SMS and make calls directly from the system. To do this, you need to integrate Meets with VOIP partners.

Through the telephony API, it allows companies to send SMS, voice messages and make calls directly from their systems. This entire process is automated, optimizes the organization's time and has a low cost.

Communication resources | Meets CRM

Consultancy | A team of expert consultants ready to assist your company in using our solutions.

Consultancy | Meets CRM

See the advantages of the Meets system in practice.

See all the advantages of the Meets PharmaBot in practice

Explanation of how AI personalizes interactions and improves efficiency.

How the CRM can adapt to growth and future needs.

Description of the security mechanisms and efficiency in lead management.

Detailed information on supported platforms and the benefits of centralizing communications.

Availability of technical support and training programs for teams.

Specialist Partners | Do you work in sales funnels, digital marketing, e-commerce, design, traffic management, CRM, or ERPs? Become a partner right now!

Specialist Partners | Meets CRM

Sales funnels that sell automatically every day. Discover meets CRM!

O funil ajuda, também, a estreitar a relação entre os times de marketing e vendas da sua empresa, na medida em que eles dependem diretamente de informações um do outro para estruturar melhor a jornada do cliente e saber o momento certo para fechar as oportunidades.

Crie os seus funis de vendas no Meets cadastrando todas as etapas que você e a sua equipe comercial vão seguir, definindo os passos até chegar na venda final.

Além disso, no Meets você também pode criar múltiplos funis de atendimento para organizar melhor seu fluxo de vendas e atendimento. Ou mesmo usar alguns modelos que já temos disponível.

Você pode visualizar as suas oportunidades em grade e ficar por dentro de todas elas. Visualizando cada uma, você pode mudar uma oportunidade de etapa no seu funil de vendas, tudo muito rápido e com total praticidade de uma ação arraste e solte.

Recursos funil de vendas | Meets CRM

Test Meets CRM without commitment! If within the first 7 days you're not satisfied, we will refund 100% of your money. No questions asked, no bureaucracy.

If after 30 days of use following our implementation plan you do not notice improvements in your lead and sales management, we will refund your investment. Just demonstrate that you applied our strategies and tools correctly.

Meets allows you to import contacts anytime, in just a few steps and without complications. It also offers an import deletion feature in case the import didn’t come through as expected.

With Meets, you can import all your contacts/clients from a .CSV file or via Google Sheets integration.

Import your data from other tools or spreadsheets directly into Meets CRM.

With Meets, you can import your contacts, companies, opportunities, and various other data from another CRM or spreadsheets, including Google Drive.

If you are already using another CRM solution and want to switch to Meets CRM, you might wonder if it’s possible. The answer is YES! You can import deals and all their information.

Import Resources | Meets CRM

Integrations | CRM integrated with the main tools on the market. Discover our CRM and integrate with the tools you already use.

The various native integrations of the CRM allow you to use Meets as a Lead Hub. You centralize your leads from all traffic sources and distribute them to your sales, support, or administrative teams.

Connect directly with various ad channels, tools, and landing pages. You also have the option to use our API or partner integrations.

Integrations | Meets CRM

Receive and attend all your leads from various different channels, all on a single screen; create opportunities, add tags, schedule appointments, among other features.

Meets Atend | Receive and attend all your leads from various different channels in a single support center.

Create opportunities right from the first customer interaction.

Configure as many messages as you want to send to your leads automatically. Categorize the messages for a more organized and efficient workflow.

OMNICHANNEL Support Center | Meets CRM

With the support center, you can attend to multiple clients at the same time, a true sales and support machine.

Make decisions based on solid data. Our CRM provides detailed analytics so you can identify trends and growth opportunities.

Have access to the data of all attendances performed and by whom those attendances were made.

Say goodbye to repetitive tasks. Automate your processes so you can focus on what really matters: your clients.

In the opportunities, you can access the services and also send WhatsApp, SMS, email or call your client in a centralized way, which optimizes processes and allows you and your team to understand each client better.

Have a dashboard with all the funnel data, and also filter by users, periods, and funnels.

Meets CRM | Have total control of the sales funnel and lead management.

Imagine having all the vital information about your clients at your fingertips. With our intuitive CRM, you can:

Create organized cadences according to the state of your leads.

Designed with you in mind, our CRM is simple and intuitive. It doesn’t matter if you are a novice or a tech expert, starting is easy.

Filter opportunities by source, current status, funnel, among several other data, and combine them.

Set up and automate your funnel for the repetitive actions of daily operations.

Keep all the details of your contacts organized in one place. Never lose an opportunity again by forgetting an important piece of information.

Choose the best way to visualize your opportunities, between list mode or pipeline.

Know exactly where the leads come from and direct them to the most suitable funnel for the opportunity.

The funnel helps to strengthen the relationship between your company's marketing and sales teams, as they directly depend on each other's information to better structure the customer's journey and know the right moment to close opportunities.

Add as many tags as you need to the opportunity, thus facilitating your filters and negotiation and sales strategies.

Follow all tasks created in the opportunity through a timeline and know everything that has happened with that opportunity up to that moment.

Define tasks for each stage of the funnel according to the triggers.

Meets CRM | Meets CRM

Customer Relationship Management, which in Portuguese means management of customer relationships.

What is CRM? | Meets CRM

Meets is designed to simplify users' lives, which is why it’s known as the iPhone of CRMs. It provides features that make things easier. By registering an opportunity, you can add client contact details, tags, funnels, share it with other team members, add products, among other information, all of which streamline work for you and your team.

Keep your opportunities centralized on a single screen. Access your client interactions and also send WhatsApp messages, SMS, emails, or call your clients.

On a single screen, you’ll find all the necessary data about your opportunities, making everything simple and quick! Just as it should be. This way, you and your team are equipped with essential information to plan and execute more effective strategies. Within opportunities, you can access interactions and also send WhatsApp messages, SMS, emails, or call your clients centrally, optimizing processes and allowing you and your team to better understand each client.

On the opportunities screen, you have a complete listing of all your opportunities, from which you can build powerful filters and combine them according to set objectives. For example: better segmenting your leads for campaigns.

In the menu, you have a grid view with an easy-to-visualize layout, which allows for better organization and monitoring of opportunities. With just a few clicks and drag-and-drop functionality, you can move an opportunity to a different stage in your sales funnel, add, and update that opportunity.

Accessing an opportunity, you can view the entire conversation history of a client with your company, filter by interaction or activity, quickly check the progress of an opportunity through the stages of your sales funnel, among other actions that make your life easier.

Opportunity and Business Management Resources | Meets CRM

Analytical tools and reporting for strategic insights.

Benefits of starting with a free trial and how to maximize usage.

User interface designed for simplicity and effectiveness.

Integration with other software and business applications. Mention the most commonly used integrations.

Customization options and alignment with the company's branding.

Partners | Be our partner and let's prospect for new leads together and make great deals.

Partners | Meets CRM

Find answers to your questions about Meets, including plan subscriptions, payment methods, and support. Discover how to optimize lead management with our effective CRM. Enjoy our free trial!

FAQ Meets CRM: Complete Support for Lead Management

Meets Plans | Choose the plan that best meets your company’s needs.

Plans | Meets CRM

Privacy Policy | Read our privacy policy carefully and be aware of your responsibilities and those of Meets Technology.

Privacy Policy | Meets CRM

Accommodate the growth of your business without limits, from startups to large multinational enterprises.

Rapidly implement new features and marketing strategies.

Engage with your customers wherever they are with the most comprehensive set of digital channels on the market. Through WhatsApp, SMS, phone, email, e-commerce, you won’t find this level of native channel support with any other provider.

We keep you informed about the project's progress and consult you regularly to ensure your expectations are met.

MEETS seamlessly integrates with the tools you already know and trust, allowing you to centralize your data, unify your campaigns, and maximize your ROI. With over 7 categories of integrations, from communication and analytics to advertising and social media, you have everything you need to achieve your business goals.

Accommodates the needs of businesses of all sizes and industries.

Adapt to market changes and customer demands with agility.

Avoid investments in unnecessary solutions and optimize your resources.

Why Meets | We are a company with 15 years of experience in lead management and omnichannel center.

Create perfect and personalized customer journeys across each channel. Build specific funnels for each channel (WhatsApp, Instagram, and others).

We provide detailed documentation and tutorials to ensure you understand all the platform's features.

Optimize your workflows and maximize your team's productivity.

A team of experts will be at your disposal to assist you at every step of the process, from planning to implementation and post-implementation.

Accommodate the growth of your business and its constantly evolving needs.

Our team is dedicated to ensuring you have a positive experience throughout the implementation process, from start to finish.

Deliver perfect and consistent journeys across all touchpoints.

Eliminate silos and fragmentation in customer communication.

Create lasting and memorable relationships.

Add new features and integrations as your needs evolve.

Meet your specific needs with a fully customizable platform.

Automate repetitive tasks and free up time to focus on strategic activities.

Get the most out of the platform with an optimized and personalized implementation process.

Maximize the ROI of your engagement platform.

Improve customer experience and increase loyalty.

Achieve your business goals faster and more efficiently.

Accelerate time to value: Start using the platform quickly and achieve concrete results in less time.

Our experienced team ensures that the implementation is carried out correctly and efficiently, avoiding problems and additional costs.

Quickly and efficiently adapt to market changes and your customers' needs.

Optimize your processes and maximize your team’s productivity.

Create personalized experiences in real-time across all channels.

Communicate with each customer individually and authentically.

Increase engagement, conversion, and loyalty.

We tailor the implementation process to your specific needs and goals, ensuring a smooth and efficient experience.

Over 2,000 clients, including Sebrae and Senac, trust MEETS to drive customer experience.

We prioritize the rapid and efficient resolution of all requests.

You will have access to a detailed timeline and regular progress reports, allowing you to track the project's progress and make informed decisions.

Our experienced team ensures that the platform is installed and configured according to your needs, minimizing downtime and disruption.

Maximize your return on investment in the engagement platform.

Our team is always ready to solve your issues and assist you in getting the most out of the platform.

We believe that every customer is unique and deserves personalized, high-quality service.

Help brands achieve tangible results like increased revenue, loyalty, and retention.

Join a global ecosystem of successful customers.

Experience the power of MEETS and see the difference for yourself.

Grow with MEETS and achieve your long-term business objectives.

Start with the features you need and expand as your business grows.

Contact us via phone, email, chat, or schedule a video call.

We are always available to assist you, anytime and anywhere.

Offer a consistent, high-quality experience across all touchpoints.

We have specialists around the world, ensuring comprehensive service tailored to your specific needs.

Increase customer retention and build lasting relationships.

Over 30 data integrations, migrators, and pre-built integrations ensure a quick and hassle-free implementation.

Reach your customers on their preferred channels, including mobile apps, instant messaging, email, web, social media, and much more.

Enjoy award-winning and personalized customer service with MEETS.

At MEETS, we believe that your customer's success is our success. That’s why we offer unbeatable support, with local customer service teams and account management highly qualified and dedicated to your success.

Assign an account manager to your company to ensure personalized and proactive service.

Our team is recognized for its excellence.

Our team of experts is available to assist you at every step of the process, from implementation to ongoing optimization.

Send targeted messages to customers on their favorite apps, like WhatsApp, Instagram, Facebook Messenger, and Telegram(*).

Create custom WhatsApp, SMS, and email notifications based on your objectives and funnels that drive engagement and conversion.

Manage real-time interactions with customers on your website and social media channels.

Gain valuable insights into customer behavior across all channels.

Why Meets | Meets CRM

Create cohesive and omnichannel campaigns across your tech stack.

Unify data from all channels to create a complete customer profile.

Understand individual journeys, preferences, and behaviors.

Make data-driven decisions that drive real results.

Unify data from different sources for a complete view of customer behavior.

Quickly and conveniently check how your company and team are performing in opportunities, customer service, and activities.

Gain control over everything happening in your CRM through detailed reports and use this data to strategize for your business.

With Meets CRM, access charts on your business performance and export all information if needed. Always keep track of your company’s performance.

In Meets CRM, you can view goal charts, customer data, and opportunity metrics to stay informed on your company’s performance. This provides you with valuable insights to make more strategic,decisions for your business.

Reports Resources | Meets CRM

The CRM made for agencies helps connect your clients and your marketing agency with lead generation sources, assisting your digital strategies and optimizing your campaigns.

Meets also increases your brand's prominence in a highly competitive market, boosts your productivity, tracks the engagement of your client's leads, besides retaining current clients and organizing your planning by evaluating the ROI and ROAS of your campaigns.

A CRM aimed at agribusiness, like Meets, will be available for closer monitoring based on history and segmentation of potential clients, separating by location, products, and properties.

Visits that may occur with rural producers and sales targets should be connected to the CRM.

In the wholesale and retail segment, efficiency and organization are essential to maintain competitiveness. Our CRM was developed to optimize your operations, increase your sales and provide a personalized experience to your customers.

The Clinic is a spinoff from Meets, directly focused on specialized CRM for dental, medical, and aesthetic clinics. With the platform, it will be possible to leave behind manual and confusing processes by adopting electronic medical records.

Furthermore, it will be able to centralize data and keep it secure, monitor clients individually, increase average ticket, integrate with evaluation schedules, and advance in processes related to the clinic's marketing sector. In CRM, the information is more accessible and helps the team better understand the client/patient and their needs.

There is a detailed lead management and the production of specific reports, helping your collaborators understand the procedures carried out and work more efficiently.

In payment management, client data enrichment, and bill generation through integrations, Meets is the suitable CRM for your collection company.

Improving communication, the security offered, increased productivity, and client satisfaction are important points that CRM achieves in its direct application.

The increase in prospecting and follow-up, besides the importance of a database, will be available in Meets for assignment in dealerships. The control of sellers' activities to enhance the team, the customer relationship tracking, and the complete lead management will be accessible through our software.

We serve various segments such as insurance companies, accounting, collections, education, solar energy, industries, services, commerce, telecommunications, dealerships, clinics, advertising agencies, and much more.

Segments Meets | Meets offers the best solutions in lead management and omnichannel service.

For universities, schools, colleges, technical courses, and online courses: To develop the relationship between the entity and the potential client, CRM is a great ally.

With Meets, there will be the possibility to manage your potential leads coming from various traffic sources, identify new opportunities, command selection processes, indicate the class/course of interest, record all activities, enroll through the platform, and map the tendencies of parents and students. Ease of communication and control over predictive dropout will also be achieved with CRM.

To improve the management of your solar energy company, Meets offers conditions for proposal management, engineering team administration, integration with marketing, and sales funnel monitoring.

The Meets CRM is a great option to integrate your franchise. With accessible CRM, your franchise can have efficient landing pages, complete and updated reports, besides understanding your traffic, defining your persona, and applying a sales funnel.

Furthermore, as a master franchisor, you will manage your franchises in a centralized or decentralized manner as desired. Control results, receive leads, and distribute them in an organized way to your franchisee base. All this organized, and have the best call center integrated with a CRM.

To assist real estate agents, CRM will improve your relationship with prospects, optimizing negotiations and sales strategies. Furthermore, it will be possible to automate processes, increase productivity, improve client relationships, and stand out in the real estate market.

CRM can be accessed through mobile devices via apps. Meets is the best CRM for real estate agencies and their clients!

The smartest way to sell information products every day online is by using Meets CRM. With specialized CRM, a 'connection point with your client' is established, and questions like 'How to do this the right way?' will be resolved. Meets will do this for you and help increase your information product conversions.

With integrations provided in our software, alongside Hotmart, Eduzz, and Pagseguro, it will be possible to retrieve bills, observe payments and purchases made, and, of course, enhance client integration and track their history within the sales funnel.

CRM in your SME (Small and Medium-sized Enterprise) helps in growth and seeks to boost new business. With Meets, customer relationship management will be optimized, and service will be more integrated across various channels, helping increase the Customer Experience (CX) metric and aiming to build more lasting relationships.

The software will be responsible for feeding your sales funnel, offering smart triggers, and expanding the productivity of your sales team.

In managing sales processes or maintaining the portfolio, CRM becomes essential for an insurance company. Meets, the simplest and most complete CRM on the market, centralizes and manages all information in one software, besides increasing your conversion rate and providing management reports.

Startups need speed, organization and scalable growth. Our CRM was created to help your team sell more, maintain customer relationships and automate processes without bureaucracy.

Segments | Meets CRM

By applying White Label in your company with the help of Meets Pro, it will be possible to offer the development product, aiming at the planning of the content provided by your brand.

Thus, your business will achieve complete customization, a conversion funnel, the provision of a service by a professional team, lead automation, and information precision.

About us | We are the first CRM integrated with an omnichannel support center and chatbot, all in one place. Free trial.

About | Meets CRM

Technology Partners | Integrate your solution with Meets and let's do great business together. Shall we talk about it?

Technology Partners | Meets CRM

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