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Explore the various features that CRM Meets offers, combining versatility and adaptation to your type and volume of business.
Manage your opportunities
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.
Organize your opportunities
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.
Export your information to Google Data Studio and Microsoft BI to access fantastic charts and dashboards.
Opportunity Registration
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.
Optimized Opportunities
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.