Total Control of Sales with Meets CRM

We help your business manage your clients in a simple and organized way; you will have full control of sales with various features and customized funnels according to your needs.

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Sales funnel

Lead entry

Through a kanban, you create customized stages according to your needs to allocate the new leads that arrive in the CRM, thus managing the entire sales process in an organized and professional manner.

Relationship between teams

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.

Opportunities

Make specific filters

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

Display mode

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

Source of the opportunity

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

Strategic tags

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

Communication with the client

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.

Tasks per opportunity

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

Reports

Conversion funnel

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

Follow the attendances

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

Automate

Funnel

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

Stages

Create organized cadences according to the state of your leads.

Tasks per opportunity

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

Why choose Meets CRM?

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

Automate Tasks:

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

Efficient Contact Management:

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

Powerful Analytics:

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

Ease of Use:

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.

Experimente grátis.

Veja na prática todas as vantagens do Meets CRM.

Começar o Teste

Give a boost to your CRM, explore our other tools, and further improve the process of managing leads/clients.

In addition to Meets CRM, have a powerful customer service center that automates and improves the flow of your service.

You can also integrate our smart triggers for personalized message sending to your clients/leads.

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