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Writes a timestamped note on the contact’s timeline

Gives the lead an owner (or clears it)

Adds a lead to the Meetzy CRM and links it to its company (found by email domain or name). An existing email returns the existing contact.

The safest way to sync from another tool: creates the contact, or updates the fields you send on the one with the same email

Removes the contact and its timeline. Cannot be undone.

Everything about one person: record, engagement, LinkedIn status, company with what it buys (ERP), deals, tasks, timeline, notes and sequences

Everything that happened with a contact: website visits, email opens and clicks, LinkedIn and WhatsApp messages, meetings, sequences, stage changes, deals, quotes

What to do next with a lead, from every conversation (email, WhatsApp, LinkedIn), the sales cycle and the ERP: one next step, the other suggestions, the signals and a priority score

Moves one or several leads to a stage of a sales cycle (CRM board); their open deals follow

Finds contacts by text, company, owner, stage, lifecycle, minimum score or last update — sorted by lead score

Sets the date and note of the next follow-up on a lead (shown in Today and the work queue)

Changes the fields you send: stage, owner, temperature, score, tags, follow-up date, custom properties…

Creates a deal in a pipeline with its contact, company, amount, close date and line items

The deal with its pipeline, company, contacts, line items, tasks, timeline and quotes

Every deal pipeline with its stages (IDs, probabilities)

Finds deals by pipeline, status (open, won, lost), stage, owner, company, contact, close date or name

Moves a deal, wins or loses it, changes its amount, owner, close date… Winning makes its contacts and company customers

One ERP document with its customer and lines (SKU, name, quantity, prices, brand)

Pipeline value, weighted pipeline, won, win rate, average deal, sales cycle and activity for a period

Sales KPIs for a period against the previous one or last year: revenue, documents, customers, average, timeline, breakdowns

The next months of sales, month by month, by customer, brand and salesperson, from what your ERP synced — with the model’s accuracy

Documents synced from your ERP or shop — invoices, orders, quotes, credit notes — by customer, type, status, date, past due

Creates or updates a contact for each identified visitor, tagged website

Searches 270M+ professional contacts and companies by job title, seniority, industry, size, location, technologies or keywords. People search is free; company search costs 1 credit per page.

Credits left this month and what each kind of search costs

Reveals the email, phone and employment of prospects from a search and adds them to the CRM (1 credit per prospect, failed reveals refunded)

Identified visitors of your website (name, company, pages, score), most recent first

Creates a numbered quote from a deal (its line items) or from lines you give, for a company and contact

Products by name or SKU, from your catalog or the one synced from your ERP or shop

Quotes by status (draft, sent, viewed, accepted, declined) or deal

Starts a multichannel sequence (email, LinkedIn, calls, tasks) for one or several contacts

Your sequences with their stats (enrolled, replied, meetings)

Stops the sequence for these contacts

Enrolls contacts or deals in a Meetzy workflow right away, ignoring its trigger and conditions

Marks a task done (an activity is logged with the outcome) or changes it

Creates a task (to-do, call, email, meeting, LinkedIn, follow-up) for a teammate, on a contact, deal or company

Writes a call, meeting, email, WhatsApp, LinkedIn message or note on the timeline of a contact, deal or company — and updates “last contacted”

Timeline entries, newest first: calls, meetings, emails, messages, notes, stage moves

Open tasks by default, soonest first — by owner, due (overdue, today, upcoming), type, contact, deal or company

Writes a subject and body from a goal, in the tone and language you want, with merge tags. Uses AI credits.

Connected, invitation pending or not connected with a contact, with their LinkedIn profile

Recent LinkedIn messages with a contact, oldest first

Recent WhatsApp messages with a contact, a phone number or a chat, oldest first

Conversations where you need to reply, where a follow-up is due, and where you are waiting — matched to CRM contacts

Sends a LinkedIn connection request to a contact from your own account — blank, or with a short note (merge tags like {{contact.first_name}} work)

Sends a LinkedIn message from your own account to a contact (1st-degree connections)

Sends a WhatsApp message from your own number to a CRM contact, a known chat or any phone number — no prior conversation needed

Emails a list of contacts now (or later) with a template or a subject and body — unsubscribe link added automatically

Sends an email to any addresses from your connected mailbox, with your signature

Sends one email now from your connected mailbox (Gmail, Outlook…) with open and click tracking, logged on the timeline. Merge tags like {{contact.first_name}} work.

Any call to the Meetzy REST API (https://app.meetzy.ai/api/v1) with your connection — for everything not covered by a module. See https://www.meetzy.ai/docs.

Monthly AI and data credits: total, used, remaining, reset date

Plan, seats and members of the workspace

Contacts, companies, deals, tasks, quotes, order forms and ERP documents matching a text

The latest events of the workspace (contact created, deal won, email opened…), newest first