Sales & CRM
Close more deals with a CRM built for agencies.
Manage relationships, quotes, deals, and pipeline health in one place. Every opportunity stays connected to delivery, budgeting, and invoicing for full visibility.
Concept LLC
People
Manage your pipeline end-to-end
Track every deal from quote to close with real-time visibility. Spot stalled opportunities and keep momentum without spreadsheets.
- Deal stages with clear ownership
- Next steps and reminders
- Centralized notes and files
Sales Pipeline
Close more deals with Meetingbox AI
Stop chasing dead ends. Meetingbox AI acts as your 24/7 sales analyst—summarizing calls, predicting deal health, and automating follow-ups so you can focus on closing the opportunities that actually matter.
- Instant call summaries & next steps
- Win probability & health scoring
- Automated follow-up sequences
- Proactive pipeline risk alerts
Focus on profitable work
See which services and segments drive revenue. Double down on high-value deals and keep teams focused on the right work.
- Revenue by service line
- Rep and team performance
- Profitability insights
Revenue by Service
Year to Date Performance
Share quotes seamlessly
Send polished quotes, collect approvals, and keep every revision tied to the deal. No scattered emails or missing context.
- Web and PDF quotes
- One-click approvals
- Version history and comments
Recent Quotes
3 Active Proposals
Meet the new standard for CRM & Sales.
Book a demo or start your free trial, and see how Meetingbox helps your team plan, deliver, and report with total confidence.