01 / RELATIONSHIPS
PEOPLE & COMPANIESEvery contact. The full context.
Connect people, companies, notes and deals. Give everyone on your team the context to pick up the next conversation.
FOR TEAMS THAT RUN ON RELATIONSHIPS.
The agentic CRM.
Win more business.
Contacts, pipeline and projects in one CRM.
Ask Meibo researches your records, email and calendar
and prepares the next step. Nothing changes until you approve.
FROM FIRST CONTACT TO DELIVERY
Sales teamsAgenciesGrowing businesses
EVERY RELATIONSHIP. EVERY NEXT STEP.
Know your customers.
See every opportunity.
Keep the work moving.
See Meibo in action02 / OPPORTUNITIES
Move deals from enquiry to won.
Give every opportunity a clear path. Follow the pitch, connect the right people, and turn won deals into campaigns.
EnquiryPitchingWon
A summer worth talking about.
£24,000Deal won. Ready for delivery.
03 / FOLLOW-THROUGHS
Give every next step an owner.
Assign follow-ups, track deadlines and see who owns what. Keep the next action connected to the contact, deal or campaign.
04 / YOUR OWN SPACE
Your CRM. Your brand.
Your brand, your team, your way of working. Make Meibo part of the business from day one.
V.
+ you
MAKE IT YOURSVidengine
Your people. All together.
+ youExplore the CRM
MEET YOUR NEW WORKSPACE
A clearer view of
everything.
Find a person. Follow an opportunity. See where the work stands.
Go on, have a look around.
INTERACTIVE CRM PREVIEWTRY THE VIEWS. SEARCH THE CONTACTS.
North StudioPeoplePrivate workspace
People06
Create your ownSample workspace
NameCompanyRelationship
6 recordsClick a person to explore
ASK MEIBOEarly access
Ask for the work.
Approve the result.
Ask Meibo searches your CRM, email and calendar, shows you what it found and prepares the updates, tasks and drafts. Nothing changes until you say so.
What needs doing?
Prepare for my next meetingMove my pipeline forward
Prepared changes appear here for your review.
- Every answer, sourced.See the records, emails and meetings behind each answer.
- Prepared, not presumed.Updates, tasks and drafts wait for you. Edit before you approve.
- Saved together.Approved changes apply in one go, with a receipt. Research never sends email.
YOUR INBOX, ORGANISEDEarly access
Your inbox already
knows your pipeline.
Connect Gmail and Meibo reads the conversations you choose, skips the noise and suggests the people, opportunities and next steps inside them. You review every suggestion before it reaches the CRM.
- Sent and received mail, from the last 7 to 90 days.
- Newsletters, receipts and automated mail skipped.
- Your email stays private. Only what you approve is shared.
ILLUSTRATIVE · FICTIONAL RECORDS
EVERY MORNINGEarly access
Start the day with
a short list.
Each morning, Meibo looks at overdue tasks, stalled deals and recent email, then prepares up to five useful actions. Approve what helps. Leave the rest.
- Choose the hour and your timezone.
- Deals without a next step get one.
- Won work gets a handover, not forgotten.
ILLUSTRATIVE · FICTIONAL RECORDS
SHAPED AROUND YOUR WORK
Your process. Your fields.
Your views.
People, companies, deals, campaigns and tasks, all connected. Add the fields your team actually uses, then see the same records as a table or a board.
Custom fields
Text, number, date, select and yes/no, on every kind of record.
Contact managementYour pipelines
Name the stages, set the probabilities. Weighted value is built in.
Pipeline managementSaved views
Table, board or gallery. Keep a view private or share it with the team.
The CRM data modelReviewed imports
Bring in a CSV or a pasted document. Matches are checked before anything is saved.
Migration checklistBUILT FOR YOUR BUSINESS
Your CRM.
With your name on it.
One place for relationships, deals and delivery. Under your name, in your colours, at your own address.
VidenginePeople
People6
Add personAll peopleClientsPartnersFilter
NameCompanyRelationship
Alex MorganCreative directorStudio NorthClientJules RiveraBrand partnershipsFormaIn conversationNoah WilliamsTalent managerOffscriptPartner
Sasha BennettFounderCommon GroundClient
Kai LaurentPhotographerFieldworkPartner
Maya CollinsProducerStudio NorthClient6 peopleExample records
- Your identity, throughout.Name, logo and colours across the workspace.
- A familiar address.A branded subdomain or your own domain.
- The right access.Owner, admin, member and viewer roles.
EVERYTHING CONNECTED
Connect your tools.
Meibo does the follow-through.
Email, meetings, website enquiries and imports flow into one workspace. Meibo matches each one to the right person and deal, works out what needs doing and prepares it, with its sources. You approve, and the rest of your tools hear about it.
Inbox and calendarEarly access
Gmail and Google Calendar, synced privately and linked to the right people and deals.
Keeping data in syncAsk across everything
Ask Meibo searches your CRM, email and calendar at once, and shows its sources.
See Ask MeiboWebsite enquiries
One API call creates the contact, the deal and a follow-up, together.
Website to CRM guideAPI and webhooks
A REST API, scoped keys and signed webhooks keep the rest of your stack in step.
Explore the APIReview every change.
See the before and after for each update. Nothing is applied until you approve.
All or nothing.
Approved plans save in one go. If a record changed in the meantime, nothing is saved.
Undo when it matters.
Archiving is reversible, and merged duplicates can be separated again.
Private by default.
Your connected email stays yours. Only the details you approve are shared with the team.
Nothing sent on its own.
Research never sends mail or moves meetings. Sending always takes a click from you.
The right access.
Owner, admin, member and viewer roles, in a workspace that is yours alone.
THE LEARNING LIBRARY
Good relationships
are a practice.
Practical guides and free templates for pipelines, follow-up and AI in the CRM. Written by the team building Meibo.
Visit the learning library01AI and CRM automationWhat is an AI CRM? Capabilities, examples and how to evaluate one02CRM fundamentalsWhat is a CRM? How customer relationship management works03Sales pipelineSales pipeline stages: definitions, exit criteria and examples04ImplementationCRM implementation: from first import to team adoption
A FEW GOOD QUESTIONS
A few good
questions.
A little more context before
you make yourself at home.
Who is Meibo for?
Meibo is built for sales teams, agencies, consultancies and businesses whose growth runs on relationships. Keep talent, clients, collaborators, deals and campaigns together in one workspace.
Can we make it look like our own platform?
Yes. Set your workspace name, logo and colour, and choose whether to show Meibo branding. Branded subdomains and custom domains can be connected after domain ownership, hosting and sign-in are configured.
Can I connect Meibo to our website or other tools?
Yes. Meibo includes workspace API keys, a records API, an enquiry endpoint and signed webhooks, so a developer can connect forms and external services. Gmail and Google Calendar connections are in rollout with early-access workspaces, and Microsoft 365 is in development.
What makes Meibo an agentic CRM?
Most CRMs store what your team types in. Meibo also works on it: Ask Meibo researches your records and, once connected, Gmail and Google Calendar, shows its sources and prepares the follow-up, the record updates and the tasks. Each change waits for your approval before it is saved, and research never sends email. Agent features are in rollout with early-access workspaces.
What can Ask Meibo do?
Ask Meibo searches your CRM and, once connected, your Gmail and Google Calendar. It shows the sources it used and prepares records, updates, tasks and email drafts for you to review. Nothing is saved until you approve. Ask Meibo is in rollout with early-access workspaces.
Will Meibo send emails on our behalf?
Not on its own. Research never sends mail or changes your calendar. Sending an email or saving a meeting always takes an explicit action from you, and email text from your inbox stays private unless you choose to share it.
How does team access work?
Invite people as admins, members or viewers. Owners manage roles; members can work with CRM records; viewers have read-only workspace access. Client-only access to selected records is not yet available.
Do I need to set everything up at once?
No. Create a workspace, add one contact and follow the getting-started checklist. Add your team, branding and connections when you’re ready.
PUT YOUR NEXT OPPORTUNITY IN MOTION.From first contact.
From first contact.
To your next win.
Bring your contacts, deals and team into one CRM.
Start your workspace