Consultants & Advisors
Track client progress, attach deliverables, and review history before every session. Build deeper client relationships.
Key Benefits
- ✓Client context before every call
- ✓Attach proposals & contracts
- ✓Track engagement over time
Close More Deals with Visual Pipeline Management
Turn meetings into revenue with a powerful Sales CRM built into your scheduler. Track deals through custom pipelines, manage contacts, automate tasks, and never lose sight of your sales goals.
Sales Pipeline
3 deals · $45,500
Lead10%
SM
Acme Corp
$12,500
Sarah M.
Qualified30%
JD
TechStart
$8,000
John D.
Proposal60%
LK
Global Inc
$25,000
Lisa K.
Won100%
Pipeline View
Our Trusted Clients
WHY SALES CRM
Transform Your Sales Process
Stop juggling between your calendar and CRM. meetergo's Sales CRM connects every meeting to your pipeline, automatically tracking deal progress and customer interactions in one place.
Increase Conversions
Track every touchpoint from meeting to close. Win probability tracking helps you focus on deals most likely to convert.
35%more conversions
Save Time
Automated activity logging, smart notifications, and integrated scheduling eliminate manual data entry and context switching.
10hsaved per week
Stay Organized
Visual Kanban boards, custom pipelines, and deal stages keep your entire team aligned on priorities and progress.
100%pipeline visibility
KEY CAPABILITIES
Everything You Need to Close Deals
A complete sales toolkit designed for teams that book meetings.
Visual Pipelines
Drag-and-drop Kanban boards with customizable stages, colors, and win probabilities.
Contact Management
Complete contact profiles with company linking, custom fields, and meeting history.
Task Automation
Create follow-up tasks, set reminders, and never miss an important action item.
Sales Analytics
Real-time dashboards showing pipeline value, conversion rates, and forecast accuracy.
Seamlessly integrated with your scheduling workflow - no separate CRM subscription required.
INTERACTIVE DEMO
See Your Pipeline in Action
Drag deals between stages to see how easy pipeline management can be
Total Deals
4
Pipeline Value
$93,500
Weighted Value
$27,450
Drag cards to move deals
Lead10%
$45,000
TC
Enterprise Deal
TechCorp
$45,000
2d3
Qualified30%
$20,500
SX
Growth Package
StartupXYZ
$12,000
5d1
IC
Pilot Project
InnovateCo
$8,500
1d4
Proposal60%
$28,000
GI
Annual Contract
Global Inc
$28,000
3d2
Negotiation80%
$0
Won100%
$0
PROVEN RESULTS
Numbers That Speak
See the impact of integrated CRM on your sales performance
0%
More Deals Closed
0%
Faster Close Time
0h
Hours Saved Weekly
0%
pipeline visibility
Rich Contact Profiles
Each contact gets a rich profile with their email, phone, company, and custom fields. Everything you need to build lasting client relationships.
- Auto-created on first booking
- Custom fields for your business
- Star ratings & engagement tracking
Contacts3 active
SJ
8mtgs
AM
3mtgs
KR
12mtgs
Complete contact history at a glance
Complete Meeting History
A full timeline of every meeting — past and future — linked to each contact. Know exactly when you last spoke and what was discussed.
- Chronological meeting timeline
- Meeting type & duration logged
- Linked notes per session
Meeting History4 total
Discovery Call
Mar 5 • 45 min
Strategy Session
Feb 20 • 30 min
Follow-up Call
Feb 8 • 60 min
Kickoff Meeting
Jan 25 • 30 min
Full meeting history — never lose context
Files, Notes & Tags
Attach files, write notes, and apply tags directly to contacts. Find what you need instantly — no more hunting through email.
- File uploads per contact
- Private notes & reminders
- Tags for easy search & filter
Notes & Files3 files
VIP ClientFollow-upQ2 2025
Meeting Notes
proposal.pdf
2.4 MB
contract.docx
1.1 MB
notes.txt
12 KB
All client files organized in one place
From First Booking to Long-Term Client
How your Mini CRM builds client knowledge automatically
1
Contact Created on First Booking
When someone books for the first time, a contact profile is created automatically with their name, email, and booking details.
2
Every Meeting Logged
Each completed meeting is added to the contact's timeline. Past meetings, notes, and durations all in one view.
3
Add Files & Notes
Upload proposals, contracts, or notes right to the contact. Attach tags for easy filtering and search.
4
See the Full Picture
Before your next meeting, review all context at a glance. Walk in prepared — every time.
FEATURE DETAILS
Powerful Features for Modern Sales Teams
Everything you need to manage your entire sales process in one place.
Deal Management
Custom pipelines with unlimited stages
Deal values with multi-currency support
Win probability tracking per stage
Rotting deal alerts for stagnant opportunities
Won/Lost tracking with customizable reasons
Contact & Company Management
Rich contact profiles with custom fields
Company records with domain-based linking
Automatic tagging for recurring contacts
CSV import with smart deduplication
No-show tracking for reliability insights
Activities & Collaboration
Tasks with priorities and due dates
Notes and file attachments per deal
Call, email, and SMS logging
Complete activity audit trail
Team assignment and collaboration
Who Uses the Mini CRM?
Anyone who builds long-term client relationships
Coaches & Therapists
Keep private notes between sessions, track progress milestones, and never forget important client details.
Key Benefits
- ✓Confidential session notes
- ✓Progress tracking over time
- ✓GDPR-safe data handling
Agencies & Freelancers
Manage multiple client relationships without a complex CRM. Keep all client docs and notes organized by contact.
Key Benefits
- ✓Organized by client, not project
- ✓Shared team access
- ✓No extra CRM subscription
Mini CRM Feature Comparison
Why meetergo's built-in CRM beats add-on tools
Auto contact creation from bookings
meetergo
Calendly
Cal.com
Full meeting history per contact
meetergo
Calendly
Cal.com
File uploads per contact
meetergo
Calendly
Cal.com
GDPR-compliant EU data storage
meetergo
GDPR
Calendly
Cal.com
Notes & tags per contact
meetergo
Calendly
Cal.com
| Feature | meetergo Our Solution | Calendly | Cal.com |
|---|---|---|---|
| Auto contact creation from bookings | |||
| Full meeting history per contact | |||
| File uploads per contact | |||
| GDPR-compliant EU data storage | GDPR | ||
| Notes & tags per contact |
Ready to experience the difference?
Start Free TrialFREQUENTLY ASKED QUESTIONS
Sales CRM Questions Answered
Our Trusted Clients
Replace 15 tools. Get 15 apps on one platform.
Join 40,000+ professionals who bundle scheduling, video, CRM, AI notes, e-signatures and the Mira AI assistant into one subscription.
meetergoMira inside
15 apps, one subscription
One login, not 15
One invoice instead of 15 subscriptions
One GDPR contract, EU servers, no US access
No credit card required. Cancel anytime.