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Frequently Asked Questions
About CRM and Lead Management
A CRM (Customer Relationship Management) is a platform that helps manage all interactions and relationships your company has with customers and potential customers. Using a CRM can improve data organization, increase sales efficiency, and enhance customer service.
A CRM can help small businesses centralize customer information, automate repetitive tasks, and provide valuable insights into customer behavior, leading to better decision-making and increased sales.
The implementation of a CRM can vary in difficulty depending on the chosen platform and the complexity of your current operations. However, many modern CRMs offer comprehensive support and integration features to facilitate this process.
Costs may vary based on the size of your company, the functionalities you need, and the CRM provider. Many platforms offer scalable pricing options and even free versions for small businesses.
A CRM allows you to track the lifecycle of leads, from capture to conversion, automating follow-ups and providing analytics on the most promising leads.
Essential features include marketing automation, contact management, reporting and analytics, integration with other tools, and customer support.
Choose a CRM that offers robust security features, such as data encryption, two-factor authentication, and regular backups.
A CRM focuses on managing customer relationships, while marketing automation software focuses on automating marketing tasks to capture and nurture leads.
About Meets solutions
To subscribe to a plan on Meets, first create an account and enjoy the free trial. After accessing your account, choose the desired plan and make the payment. You will receive a bill 7 days before the due date or the amount will be automatically debited from your credit card monthly.
We accept payments via credit card (VISA, Mastercard, Amex) and bank slip. The entire payment process is done directly on the Meets platform for your convenience.
Yes, you can change your plan at any time. Meets will automatically calculate any price difference, ensuring an easy transition between plans.
There are no hidden additional costs. However, if you want onboarding services to maximize your results, please contact our team for special conditions.
We are working to make this option available as soon as possible, aiming for greater flexibility for our users.
Yes, we offer customer support to assist with any questions or technical issues. Our team is available via chat, email, and phone.
Meets offers integration with various popular tools, such as Google Workspace, Zapier, and e-commerce platforms, to optimize your processes.
Meets uses advanced encryption, two-factor authentication, and performs regular backups to ensure the security and privacy of your data.
Yes, Meets has marketing automation features that allow the creation of personalized campaigns and the automation of repetitive tasks, improving the efficiency of your sales team.
Each plan has different specifications regarding the number of permitted users. Consult your plan details for more information or contact our team.