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 meetings
2 days ago
Phone
+1 (555) 123-4567
Next Meeting
Tomorrow, 2 PM
Contact Profile
Our Trusted Clients
Everything You Know About a Client, Right Where You Schedule
Stop switching between apps. Your built-in Mini CRM keeps client context in your scheduling workflow.
JD
John Doejohn@acme.com
8×
Unified Contact Profiles
See every client's details, history, and files in one place — automatically created when they book.
40% more repeat bookings
Jan 5
Jan 12
Jan 19Now
Full Meeting History
Every past and upcoming meeting logged automatically. Never ask a client to repeat themselves again.
proposal.pdf
contract.pdf
brief.pdf
Attached ✓
File Management
Attach proposals, contracts, and documents directly to a contact's profile. Always know where things are.
VIP
Follow-up
Notes & Tags
Add private notes and tags to any contact. Flag VIP clients, track follow-ups, and stay organized.
Save 2h/week on admin
Contact synced ✓
Automatic Contact Sync
Contacts are created and updated automatically with every new booking. Zero manual data entry.
🇪🇺 EU Server
GDPR ✓
GDPR-Compliant Storage
All contact data stored securely on European servers. Full compliance with GDPR data protection requirements.
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
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
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