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
Contact Management Built Into Your Scheduler Mini CRM
Track contacts, view complete meeting history, and manage file uploads all in one place. A lightweight CRM designed for scheduling-focused businesses.
SJ
Sarah Johnson
sarah@company.com
5 mini_crm_anim_meetings
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+1 (555) 123-4567
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Our Trusted Clients
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JD
John Doejohn@acme.com
8×
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Jan 5
Jan 12
Jan 19Now
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proposal.pdf
contract.pdf
brief.pdf
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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.
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
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SJ
8crm_illustration_meetings_short
AM
3crm_illustration_meetings_short
KR
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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
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Mar 5 • 45 min
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Feb 20 • 30 min
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Feb 8 • 60 min
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Jan 25 • 30 min
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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
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proposal.pdf
2.4 MB
contract.docx
1.1 MB
notes.txt
12 KB
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Built for Relationship-Driven Businesses
40%
more repeat bookings
Clients who feel remembered book again
0
extra apps needed
CRM built right into your scheduler
100%
GDPR compliant
All data on European servers
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 TrialEverything about the Mini CRM
Frequently Asked Questions
Our Trusted Clients