The CRM that follows up
so you can close.

Meetzy is a sales platform for small teams: a CRM with deals, companies and tasks, a prospect database to find new leads, multichannel sequences, event-driven workflows and website visitor tracking — all on the same data.

It also plugs straight into Claude and ChatGPT, so you can ask your AI to work your pipeline for you: find stuck deals, create tasks, enroll leads in a sequence or summarise an account.

Those tools each cover a slice — a CRM here, a prospect database there, a sequencer, an automation tool on top. Meetzy puts prospecting, the CRM, outreach and automation in one place, so a lead found in the Finder can be enriched, scored, enrolled in a sequence and turned into a deal without an export or a Zap in between.

And because it is built for small teams, setup takes an afternoon, not an implementation project.

Meetzy exposes your CRM as an MCP server. On the “Claude & ChatGPT” page of the app, “Add to Claude” opens Claude with Meetzy already filled in — click Add; “Add to ChatGPT” opens ChatGPT’s Plugins with the URL copied. Claude Code and Codex (app, IDE or terminal) take a single command. You sign in once and choose what the AI may do.

From then on you can say “which deals over 10k haven't moved in two weeks?” or “add these 20 leads to my Q4 sequence” and Claude does it directly in your CRM.

Workflows react to anything that happens in the CRM — a reply, a stage change, a score crossing a threshold, a website visit, a form, a property change — and then branch (if/else, A/B split), wait for an event or a delay, and act: create deals and tasks, update fields, send emails or LinkedIn messages, enroll in sequences, notify Slack or Teams, or call any webhook.

Each workflow can have a goal: as soon as a contact reaches it, they leave the workflow automatically.

You write a template once with variables ({{contact.first_name}}, {{contact.company}}…), optional if/else blocks and an AI line that Meetzy writes for each contact. Send it now, schedule it, or turn it into a daily or weekly mailing to a list that your workflows keep filling.

Emails leave from your own mailbox, with daily limits and one-click unsubscribe. Opens are filtered: security scanners, Apple Mail pre-loads and your own views of the Sent folder don't count, and a reply always counts as a read.

Yes. Every CRM event can be pushed to a signed webhook (with automatic retries), and a REST API with API keys lets n8n, Make, Zapier or your own code create contacts, deals and tasks. Ready-to-import n8n workflows are included in the app.

Yes. SAP Business One, Odoo, Shopify and WooCommerce have native connectors that sync customers, products, quotes, orders, invoices and credit notes with their lines. Any other system — Sage, Cegid, Dynamics or a home-grown ERP — can push its data to one API endpoint in its own field names, or you import its CSV / Excel export with automatic column mapping.

Records are matched by code, email domain and name, so a customer never exists twice, and sales analytics — revenue by customer, salesperson, brand and product, open and past-due invoices — is live as soon as the data lands.

Yes, two ways. Import moves everything over once when you switch CRM — contacts, companies, deals and notes. Link keeps both systems in sync live, so Meetzy and your other CRM always show the same data. HubSpot, Pipedrive, Close, Attio, Copper, Capsule and Insightly connect directly; Salesforce, Zoho, Dynamics, monday and a dozen others come in through a guided CSV export.

Credits are used by AI actions — AI emails and reply suggestions, lead analyses, revealing a contact — at the same price in the app, the API and the Claude & ChatGPT connector.

Free includes 50 credits a month, Starter 300, Growth 1,500 and Scale 4,000; packs you buy roll over. Everyday work like managing your pipeline, running workflows or reading reports doesn't consume credits.

Most teams are working their pipeline the same day: import your contacts from a CSV or find new ones in the Finder, connect your mailbox, pick a workflow recipe and you're running.

There's no migration project and no implementation fee — start on the Free plan, or try Growth free for 14 days.