The CRM for small business

Small business CRM.
Simplified. Connected.

Leads, customers, email, support and invoicing in one easy place. Everything your team needs, nothing it doesn't.

No card needed · Demo opens instantly, no sign-up · Works with Xero

MeetCRM Home: getting started, today's tasks, open tickets and the sales pipeline

Everything in one place. Nothing in the way.

Six simple areas, the same on your phone, tablet and desk.

Sales

A clear pipeline from first enquiry to won. Find new leads with AI, then send contracts for e-signature.

  • Leads and pipeline
  • AI lead discovery
  • Contracts and e-signing
  • Scan business cards

Customers

Every customer, person and conversation together, so anyone on the team can pick it up.

  • Customers and people
  • Shared inbox
  • Support tickets
  • Customer portal

Work

Know what's next. Tasks, calendar, bookings and projects that link back to the customer.

  • Tasks
  • Calendar and booking page
  • Projects
  • Time tracking

Marketing

Grow your list and turn your website into a source of leads.

  • Newsletters
  • Sign-up forms
  • Website contact widget

Money

Products, prices and invoices that match what's in your accounts.

  • Products and pricing
  • Invoices in Xero
  • Billable time to invoice

Your team

Simple roles, brands for each part of your business, and a trail of who did what.

  • Admin, staff and partner roles
  • Several brands, one CRM
  • Audit log
Leads list
Leads
A customer with people, deals and messages
Customers

Works with Xero

Your CRM and your accounts, finally agreeing.

Connect Xero in two clicks. Customers sync as contacts, deals become repeating invoices, and tracked time turns into an invoice when you're ready.

  • Customers sync to Xero contacts
  • Close a deal, create the repeating invoice
  • Bill tracked time in one go
  • Your Xero, your data: we never share connections
Integrations: Xero, Google Calendar, Plaud, website, API keys and webhooks

Customer integrations available.

Here are some integrations we use ourselves.

XeroAccounting and invoices
Google Calendar and MeetYour week, bookings and meeting links
PlaudMeeting recordings and notes
Website formsContact widget, sign-up forms, booking button
API and webhooksSend leads in, get events out

Need something custom?

We tailor MeetCRM to your business. Customisation is available and easy: tell us how you work and we'll fit MeetCRM to it.

Talk to us

Simple pricing.

Start with a 14-day free trial of Basic. Upgrade when you're ready. Prices in NZ dollars, excluding GST. Pay by invoice and save 10%.

Basic

The core CRM for a small team.

NZ$39/month

Up to 3 users · 1,000 contacts

  • Customers, people and leads
  • Pipeline and deals
  • Inbox, support, tasks, calendar
  • Products and pricing
  • Website contact widget
Start free trial

Most popular

Pro

Everything connected.

NZ$99/month

Up to 10 users · 25,000 contacts

  • Everything in Basic
  • Xero, Google Calendar and Meet, Plaud
  • Newsletter and sign-up forms
  • Customer portal
  • Contracts with e-signing
  • Time tracking into Xero
  • Projects
  • AI lead discovery
  • API keys and webhooks
Start free trial

White label

MeetCRM under your own brand.

from NZ$299/month

Up to 25 users · 100,000 contacts

  • Everything in Pro
  • Your logo and colours
  • Your own domain
  • No "Powered by MeetCRM"
Talk to us
MeetCRM on a phone

White label

Your brand, our engine.

Offer a CRM to your own clients under your name. Your logo, your colours and your domain, with no MeetCRM branding anywhere your customers look.

  • Custom domain, e.g. crm.yourcompany.co.nz
  • Logo and brand colour across the app and portal
  • "Powered by MeetCRM" removed
Ask about white label

Try MeetCRM free for 14 days.

Set up in minutes. No card needed. Your data stays yours, always.

Start your free trial

Or look around the demo first