Last Updated
Overview
Meets CRM is a web-based platform that streamlines operations across sales, marketing, and support teams. It helps capture leads, manage pipelines, and automate follow-ups. Though reporting customization is limited, its intuitive interface and flexibility make it suitable for businesses seeking centralized client management.
Overall Rating
Based on 1 users reviews
4
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Meets CRM Specifications
- AI-Integrated CRM Solution
- Contact Management Software
- CRM for Startups
- Customer Engagement Platform
What Is Meets CRM?
Meets CRM is a comprehensive online platform that helps businesses manage customer relationships and streamline sales processes. It offers tools to centralize customer data, automate interactions, and enhance digital service operations. Designed to improve efficiency from the first lead contact to post-sale support, the software provides a unified system for managing clients, boosting productivity, and supporting cross-team collaboration in one accessible workspace.
Meets CRM Pricing
Meets CRM Integrations
The software supports integration with multiple systems and platforms, such as:
- OpenAI
- Zendesk
- Google Sheets
- Pixel
- Zapier
Who Is Meets CRM For?
Meets CRM software is ideal for professionals across a wide range of industries, including:
- Real estate and construction companies
- Small and medium enterprises (SMEs)
- Wholesale and retail businesses
- Startups
- Marketing agencies
- Clinics and hospitals
- Educational institutions
Is Meets CRM Right For You?
If your business prioritizes workflow automation, team collaboration, and effective lead tracking, Meets CRM could be the ideal solution. It’s especially suited for companies seeking a customizable CRM that offers easy onboarding, clear reporting, and tools that adapt to evolving business needs.
Still doubtful if Meets CRM is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Meets CRM Features
Contact Management
Meets CRM centralizes all customer and lead information in one organized database. Users can store detailed contact profiles, track interaction histories, and segment contacts for targeted communication. This feature ensures that all team members have access to up-to-date customer data, fostering consistent and personalized engagement across the customer journey.
Process Automation
The software automates repetitive sales and service tasks, from lead nurturing to follow-ups. Users can set up custom workflows and rules to ensure timely actions, reducing manual effort, and minimizing human error. This automation helps accelerate the sales cycle and improves overall operational efficiency for businesses of all sizes.
Digital Service Solution
Meets CRM offers integrated solutions for digital customer service, including direct integration with WhatsApp for seamless communication. This allows businesses to manage customer queries, provide support, and engage with clients through popular digital channels, enhancing customer experience and response times significantly.
Sales Funnel Management
The platform provides tools for visualizing and managing the sales pipeline, allowing users to track leads through different stages. With clear oversight of the sales funnel, teams can identify bottlenecks, forecast sales more accurately, and apply strategic interventions to move deals forward effectively.
Pros And Cons of Meets CRM
Pros
Comprehensive lead and customer management
Strong integration capabilities, including WhatsApp
Automation features streamline workflows
Offers a free trial and guarantees for peace of mind
Cons
Lacks built-in phone integration for direct calling features
No offline access for data during internet outages
Meets CRM Reviews
Total 1 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars0%
4
Stars100%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Information Technology and Services, 11-50 employees
Less than a year
“An excellent tool”
Pros
It is easy to use, simple to implement and very user friendly, with many useful features we needed for everyday tasks both for the central system and the CRM.
Cons
The lack of reports in the central system is a big downside and there are occasional bugs like the platform seeming to be down or other issues. And while these are usually fixed quickly, they cause a lot of disruption in our daily operations. And even though the support team is attentive many responses are not direct or clear especially when it comes to timelines.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
8
Functionality
8
Frequently Asked Questions
Does Meets CRM offer an API?
Yes, Meets CRM supports API access for custom development and third-party integrations.
What other apps does Meets CRM integrate with?
The software supports integration with multiple systems and platforms, such as OpenAI, Zendesk, Google Sheets, Pixel, and Zapier.
What level of support does Meets CRM offer?
Meets CRM provides reliable customer support through both email and phone.
Does Meets CRM have a mobile app?
No, Meets CRM currently does not offer a mobile application for iOS or Android.
Who are the typical users of Meets CRM?
Meets CRM is ideal for professionals across various industries, including real estate, construction, SMEs, wholesale, retail, and startups. It also supports marketing agencies, clinics, hospitals, and educational institutions by streamlining lead management and enhancing workflow efficiency.
What language does Meets CRM support?
Meets CRM supports Brazil, Portugal, English, and Spanish.
What types of pricing plans does Meets CRM offer?
Meets CRM pricing is customized based on your team’s size and selected modules. To get an accurate Meets CRM price, you can request a personalized quote.