Sales CRM

Find, follow up and close — in one place.

Pipeline, prospect database, sequences, website visitors, quotes and sales analytics on the same data — with your ERP feeding it and automation and AI doing the admin.

Prospect Finder

Your next customers are already in the database.

Filter 270M+ contacts by title, seniority, industry, size and location. Verify emails, then add the right people to the CRM — and straight into a sequence.

  • Saved searches and popular templates
  • Bulk enrich and add to CRM
  • Create companies, deals and call tasks in one action
Sequences

Follow-ups that never forget.

Multichannel cadences — email, LinkedIn and call tasks — that run on business days within your sending window, stop on reply or meeting, and show exactly where each contact is.

  • Personalised with merge tags
  • Automatic exit on reply, meeting or a won / lost stage
  • Enroll from the CRM, the Finder, a workflow or Claude
Email

Campaigns and daily mailings, personalised for each person.

Write once with variables, if/else blocks and an AI line generated per contact. Send now, schedule, or run a daily mailing to a list your workflows keep up to date — from your own mailbox.

  • Real reads only: scanners and Apple pre-loads are filtered out
  • Opens, clicks and replies trigger workflows and scoring
  • One-click unsubscribe and daily sending limits built in
Website visitors

See who’s reading your pricing page.

One line of JavaScript identifies known contacts and companies on your site, scores their intent and puts them in the CRM — where a return visit can trigger a workflow.

  • Live visitors, pages and sources
  • Hot visitors ranked by intent
  • Push to CRM in one click
Sales analytics

Know what you sold, to whom — and what’s still due.

Invoices and orders synced from SAP Business One, Odoo, Shopify or any ERP become live analytics: revenue by period, customer, salesperson, country, brand and product, growth against any comparison period, and receivables by age — no spreadsheet on Friday.

  • Invoiced or ordered, this period vs any other, year over year
  • Six dimensions, each with the documents behind the figure
  • Open and past-due amounts by age bucket and customer
  • Every view is a URL; CSV, API and desktop widgets
Companies

Every account, as rich as a contact.

An overview with the people, deals, tasks and documents of the account; a grid with ERP code, group, tier, balance, last purchase and days since; a board by tier or owner — and the account’s own purchase history.

  • Grid, board and overview with saved filters
  • Bulk edit tier, owner, tags and lifecycle
  • Created automatically from invoices when unknown
The problem

Sales gets messy when tools don’t talk

Revenue rarely disappears in one dramatic moment. It leaks through the gaps between your tools.

Leads scattered everywhere

Your data lives in spreadsheets, a CRM, and three email threads.

Missed follow-ups

Nearly half of conversations are never followed up — usually the ones that needed one more touch.

No pipeline visibility

Forecasting by gut feeling instead of by what is actually in play.

Poor team alignment

Communication gaps create duplicated outreach and prospects nobody owns.

The solution

One system that organizes, automates, and guides

Meetzy isn’t another CRM to maintain. It’s an operating system that sits on top of how you already sell and adds clarity and automation to every touchpoint.

  • Eliminate manual data entry with automatic AI sync
  • Unify multi-channel conversations into one thread
  • Predictive lead scoring based on real intent signals
  • Automated outreach triggers that still feel human

One record per person

Email, LinkedIn, calls, and site activity collapse into a single, readable history.

Context, not just data

Meetzy reads the relationship — stage, momentum, and intent — and tells you what it means.

A clear next action

Every lead carries its own next step, so nobody has to decide where to start each morning.

The toolkit

Everything you need to scale

Built for small teams that need the discipline of a big sales org without the administrative weight.

Multiple pipelines

Kanban per pipeline with stage probabilities, rotting alerts and required fields on win or loss.

Forecast & reports

Weighted forecast, funnel conversion, team leaderboard and loss reasons — live, no spreadsheet.

Receivables

Open and past-due invoices by age and customer, with the salesperson who owns the account on every line.

Companies & contacts

Accounts with tiers, ERP code and balance, associated deals and a single timeline of emails, calls, notes, visits and purchases.

Tasks & daily queue

Calls, emails and follow-ups due today, with one-click logging and outcomes.

Lead scoring

Scores that move with opens, replies, visits and fit — and can trigger the next step.

Quotes & e-signature

Products, line items, discounts and a public quote page your client accepts online.

The process

How Meetzy powers your growth

A three-step cycle that turns scattered selling into a repeatable machine.

01

AI builds your pipeline

Connect your sources and let Meetzy map your customer journey and funnel stages.

02

Every lead becomes one profile

Behavioral data, social intent, and history merge into a single 360-degree view.

03

AI suggests and executes

Never wonder what to do next. Get actionable alerts and sequences that move deals forward.

Key benefits

Focus on selling. Meetzy does the admin.

It doesn’t just track deals — it builds, organizes, and guides the whole process.

Never miss opportunities

Every lead and interaction captured automatically. No lost deals, no scattered notes.

Smarter follow-ups

AI understands context and suggests the right message at the right moment.

Full funnel visibility

Track every deal, stage, and interaction with complete clarity.

Faster team execution

Shared pipelines and live updates keep everyone aligned and moving.

Data-driven decisions

Understand what works, who converts, and where revenue really comes from.

Clean data, always

Records update themselves as conversations happen, instead of decaying quietly.

Integrations

Plugs into the tools you already use

Mailbox and LinkedIn for outreach, Claude and ChatGPT for AI, webhooks and an API for everything else.

SAP Business OneOdooShopifyWooCommerceHubSpotGmailOutlookLinkedInWhatsAppClaudeCodexSlackTeamsn8nMakeZapierCSV & ExcelREST APISAP Business OneOdooShopifyWooCommerceHubSpotGmailOutlookLinkedInWhatsAppClaudeCodexSlackTeamsn8nMakeZapierCSV & ExcelREST API
FAQs

Questions? Answers.

Everything you need to know before you start.

Yes — Meetzy is an MCP connector. Add it to Claude in one click or to Codex with one command, then ask your AI to search deals, create tasks, log calls or enroll leads in a sequence, directly in your CRM.

Yes. Stages, fields, scoring rules, and messaging are all editable. Teams selling six-month consulting engagements and teams selling €200 products both end up with a pipeline that fits.

From the invoices, orders, quotes and credit notes synced into Meetzy — natively from SAP Business One, Odoo, Shopify and WooCommerce, pushed from any other ERP through the API, or imported from a CSV / Excel file. Switch between invoiced and ordered, compare any two periods and break revenue down by customer, salesperson, country, brand, category and product.

Yes. Connect HubSpot, Pipedrive, Close, Attio, Copper, Capsule or Insightly directly, or import a CSV from Salesforce, Zoho, Dynamics and others with a guided export. The REST API and webhooks keep other systems in sync — or push won deals into your invoicing tool through n8n, Make or Zapier.

The pipeline clarity is immediate — most teams notice the follow-up gaps in their first week. Revenue impact follows your own sales cycle, which is why Growth is free for 14 days, to see it on your own data.

Ready to turn leads into clients?

Start free. No credit card, no setup project, no long migration. You can have your first campaign running today.

Free plan · Growth free for 14 days, no card · Cancel anytime