Question 1

What is the Sales CRM and how does it work?

Accepted Answer

The Sales CRM is a built-in deal management system that connects your meetings to revenue. Track deals through visual Kanban pipelines, manage contacts, log activities, and forecast revenue - all integrated with your scheduling workflow. Every meeting automatically creates activity records and updates deal progress.

Question 2

How do pipelines work in meetergo?

Accepted Answer

Pipelines are visual workflows that represent your sales process. Each pipeline contains customizable stages like Lead, Qualified, Proposal, and Won. Deals move through stages via drag-and-drop on Kanban boards. You can create multiple pipelines for different products, services, or sales processes.

Question 3

Can I customize deal stages and add my own?

Accepted Answer

Yes, you have complete control over your pipeline stages. Create unlimited custom stages, assign colors for visual organization, set win probabilities, configure required fields before stage transitions, and define rotting thresholds to identify stagnant deals.

Question 4

How are contacts and companies managed?

Accepted Answer

Contacts include all profile information, custom fields, tags, and complete meeting history. Companies can be linked to contacts with industry, size, and other details. The system automatically tags recurring contacts and tracks no-show behavior. Import existing contacts via CSV with automatic deduplication.

Question 5

What integrations are available with other CRM systems?

Accepted Answer

meetergo integrates with major CRMs including Salesforce, HubSpot, and Pipedrive. Sync contacts, deals, and activities bidirectionally. Use our API for custom integrations with any system. Webhooks notify external systems of deal updates in real-time.

Question 6

How does team collaboration work in the CRM?

Accepted Answer

Assign account ownership, share deal visibility across teams, and collaborate with notes and tasks. Activity feeds show all team interactions. Role-based permissions control who can view, edit, or delete records. Round-robin lead assignment works seamlessly with pipelines.

Question 7

What reports and analytics are available?

Accepted Answer

Access pipeline dashboards showing total deal value, stage distribution, and velocity metrics. Track win/loss rates, average deal size, and time-to-close. Forecast revenue based on stage probabilities. Export reports or access data via API for custom analytics.

Question 8

Can I import existing data from other CRM systems?

Accepted Answer

Yes, import contacts, companies, and deals via CSV. The import wizard maps fields automatically and detects duplicates. For larger migrations, our API supports bulk operations. We can assist with migrations from major CRM platforms.

Question 9

What are rotting deals and how do they help?

Accepted Answer

Rotting deals are opportunities that have been stuck in a stage longer than your defined threshold. The system highlights these deals so you can take action - follow up, reassign, or mark as lost. This prevents opportunities from falling through the cracks and improves forecast accuracy.

Question 10

How does win probability tracking work?

Accepted Answer

Each pipeline stage has a configurable win probability (e.g., Lead: 10%, Qualified: 30%, Proposal: 60%, Won: 100%). As deals move through stages, the weighted pipeline value updates automatically. This helps with accurate forecasting and prioritizing high-probability opportunities.

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sales_crm_faq_title

What is the Sales CRM and how does it work?

How do pipelines work in meetergo?

Can I customize deal stages and add my own?

How are contacts and companies managed?

What integrations are available with other CRM systems?

How does team collaboration work in the CRM?

What reports and analytics are available?

Can I import existing data from other CRM systems?

What are rotting deals and how do they help?

How does win probability tracking work?

Our Trusted Clients

Scheduling that doesn't look 'standard'.

Close More Deals with Visual Pipeline Management

sales_crm_anim_pipeline_title

Our Trusted Clients

sales_crm_content_title

sales_crm_benefit_conversions_title

sales_crm_benefit_time_title

sales_crm_benefit_organization_title

sales_crm_highlighted_subtitle

sales_crm_highlight_pipeline_title

sales_crm_highlight_contacts_title

sales_crm_highlight_tasks_title

sales_crm_highlight_analytics_title

sales_crm_demo_title

sales_crm_stats_title

sales_crm_grid_title

sales_crm_grid_subtitle

sales_crm_deals_title

sales_crm_contacts_title

sales_crm_activities_title

App Store

Connect your favorite apps

Team Features That Drive Revenue

Built for sales teams, customer success, and growing businesses

Accept payments

Built-in video conferencing

Privacy first

10+ languages

Easy embeds

Simple customization

sales_crm_faq_subheading

sales_crm_faq_title

What is the Sales CRM and how does it work?

How do pipelines work in meetergo?

Can I customize deal stages and add my own?

How are contacts and companies managed?

What integrations are available with other CRM systems?

How does team collaboration work in the CRM?