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Meets CRM

by Meets Tecnologia da Informação · Since 2022
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Active4+ countriesCloud
Quick facts
VendorMeets Tecnologia da Informação
Year launched2022
StatusActive
LocationSao Paulo/SP R. Amauri, 116 - Europe Garden, Sao Paulo - SP, 01406-902
Countries served4+
Languages3
Integrations27+
Free tierN/A
Free trialYES
Contact salesYES

About Meets CRM

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Meets CRM presents itself as a comprehensive solution for businesses seeking to streamline their sales processes and enhance customer relationship management. The software's core offering revolves around a highly customizable sales funnel, visualized through a user-friendly Kanban interface. This allows sales teams to meticulously track leads and opportunities, moving them through tailored stages that align with their specific sales cycles. The emphasis on intuitive design aims to cater to users with varying technical expertise, ensuring ease of adoption across different departments. A notable strength of Meets CRM lies in its integrated communication capabilities. By centralizing WhatsApp, SMS, email, and call functionalities within the platform, it eliminates the need for external communication tools, fostering a more efficient and cohesive workflow. This feature is particularly valuable for businesses that rely heavily on direct customer interaction. The ability to filter, tag, and track opportunities using diverse criteria provides granular control over the sales pipeline, enabling data-driven decision-making and targeted strategies.

Pros & Cons

Pros
  • Intuitive Kanban-style sales funnel.
  • Integrated communication tools.
  • Customizable workflows and automation.
  • Comprehensive opportunity tracking.
  • Serves a wide range of industries.
Cons
  • Limited information on specific pricing.
  • Lack of detailed performance metrics.
  • Limited operating system compatibility details.
  • Limited information on total company size.
  • Limited information on total number of languages supported.

Features

Key features

1. Customizable Sales Funnels

Create tailored steps for unique sales processes.

2. Opportunity Management

Filter, tag, and track opportunities by various criteria.

3. Integrated Communication

Direct access to WhatsApp, SMS, email, and calls within the CRM.

4. Task Management

Timeline-based tracking of tasks associated with opportunities.

5. Reporting and Analytics

Conversion funnel dashboards and service tracking.

Additional features

1. Lead Entry

Input and manage leads through a Kanban interface.

2. Relationship Between Teams

Facilitate collaboration between marketing and sales.

3. Specific Filters

Filter opportunities by origin, situation, funnel, and more.

4. Display Modes

Choose between list or pipeline view.

5. Origin of Opportunity Tracking

Identify lead sources.

6. Strategic Tags

Add custom tags for organization and strategy.

7. Customer Communication

Centralized communication tools.

8. Tasks by Opportunity

Track task timelines.

9. Conversion Funnel Reports

Dashboard with funnel data.

10. Service Follow-up Reports

Track service data.

11. Funnel Automation

Automate repetitive funnel actions.

12. Step Cadences

Create organized cadences for lead status.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

4
Countries served
3
Interface languages
6
Billing currencies

Available in

BrazilPortugalSpainUnited states

Interface languages

EnglishSpanishPortuguese

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇯🇵JPY🇨🇦CAD🇦🇺AUD

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