CRM & Contact Management
From first contact
to confirmed event.
Keep every contact, company and opportunity connected. Move relationships through the sales pipeline and into live projects without losing the context behind them.
Know who you’re talking to.
And everything around them.
Keep people and companies connected in one shared record. Store roles, contact details, notes, account information and relationship history where the whole team can use it.
The person
The company
See every opportunity.
Know what moves next.
Track opportunities from new lead through discovery, proposal and negotiation to a confirmed event.
- 01New Lead
- 02Contacted
- 03Discovery
- 04Proposal
- 05Negotiation
- 06Won
A CRM shouldn’t stop
when the deal closes.
In Meetingbox, winning the opportunity is the beginning of the operational workflow. Client, contact and commercial context can continue into proposals and projects instead of being recreated elsewhere.
- 01Contact
- 02Account
- 03Opportunity
- 04Proposal
- 05Confirmed Event
- 06Project
Shared account context
One account.
The full relationship around it.
See contacts, projects, documents, financial context, terms and notes around the same company record.
- 01Contacts
- 02Projects
- 03Documents
- 04Finances
- 05Terms
- 06Notes
The handoff
disappears.
Move from sales into delivery without rebuilding the information. The same client context can continue into proposals, budgets, suppliers, tasks and project execution.
Built for event sales.
Event-specific opportunities
Keep potential events connected to the client and contact behind them.
Proposal continuity
Move from opportunity to commercial proposal without rebuilding the relationship.
Project history
See what you have already delivered before the next conversation starts.
Relationships create opportunities.
Context turns them into better events.
Connect the people you know, the opportunities you’re pursuing and the events you deliver in one operating system.