Find the right person.
Search names, emails, company names and record details. Filter by owner or status to get from a full contact list to the people you need.
Every contact.
More context.
Know who you’re talking to, what matters to them and who’s taking the next step. Bring your people, companies and shared work into one connected CRM.
Connected recordsViews for your teamClear ownership
A CLOSER LOOKSearch the records. Explore the context.
People
4Name / companyOwner
Interactive product illustration · Fictional recordsChanges stay in this preview and reset on reload.
BUILT AROUND THE WORK
An address book remembers a name. Your CRM should remember the relationship.
A useful contact record connects the person to their company, the colleague responsible for the relationship and the work around it. Meibo keeps those details together, so the next conversation starts with context.
Share the useful context.
Link people to companies and attach notes and tasks to records. A teammate can pick up the relationship without starting from a blank page.
Make responsibility visible.
Assign a record owner and give follow-up tasks a due date. Use an unassigned view to spot relationships that still need someone responsible.
01 / CONNECTED RECORDS
The person is only the beginning.
A name and an email address tell you how to reach someone. Their company, linked work and notes tell you why the conversation matters. Move between connected records to see the bigger picture without copying the same information into separate lists.
- Link a person to their company.
- Keep tasks and notes attached to the relevant record.
- Open linked records from the detail view.
THE RELATIONSHIP, CONNECTED
02 / A USEFUL SHARED VIEW
Your relationships. Your way of working.
Keep the core contact details, then add the information your team actually uses. Custom fields let you capture a renewal date, a relationship category or a simple yes/no flag. Choose visible columns and save a private view or a shared workspace view.
- Text, number, date, single-select and yes/no fields.
- Search, filter and sort records without duplicating them.
- Reuse saved views instead of rebuilding filters.
YOUR TEAM’S CONTEXT
THE DETAILS THAT MATTERA closer look at
A closer look at
what’s included.
Practical tools for the work your team does every day. Compare plan limits and availability on the pricing page.
Explore plans- People and companies
- Separate records for people and organisations, with company links on contacts.
- Ownership
- Assign a team record as owner and filter for a particular owner or unassigned records.
- Custom fields
- Workspace-defined text, number, date, single-select and yes/no fields.
- Saved views
- Private and workspace views with filters, sorting and visible-column settings.
- Notes and tasks
- Attach context and dated next actions to the record they belong to.
- Table editing
- Edit supported cells, adjust columns and work with selected records in bulk.
- Import and export
- Use the contact-import workflow to review incoming data; export the current record view as CSV.
- API access
- Read and update records through workspace-scoped API keys. See the developer guide for the supported contract.
A PRACTICAL FIRST DAYStart small.
Start small.
Make it useful.
You don’t need to configure everything before the first useful conversation. Start with real work and build from there.
- 01
Start with useful records.
Create your workspace and add a small, representative set of people and companies. If you’re importing, check the field mapping and review the results before moving the rest.
- 02
Connect the context.
Link each person to their company, assign an owner and add the fields your team needs. Capture an important note and a concrete next action on the relevant record.
- 03
Give the team a starting point.
Save a shared view of active contacts and a view for unassigned records. Use them in everyday work, then adjust the fields and filters as real needs become clear.
PART OF YOUR WORKING SYSTEM
Explore the APIKeep your tools in the conversation.
Build around Meibo’s REST API and webhooks. Use workspace-scoped access to connect the records your process needs, with the documented endpoints and event contracts.
A FEW USEFUL ANSWERSBefore you
Before you
get started.
Questions about organising your contacts in Meibo.
What is contact management in Meibo?
It’s the part of the CRM that organises people, their companies and the work connected to them. Records hold contact details, an owner and custom fields. Linked tasks and notes provide context beyond a name and email address.
Can I bring contacts from a spreadsheet?
Meibo includes a contact-import workflow and CSV export. Begin with a small sample, review the available field mapping and check the imported records before moving your full list. Our migration checklist helps you plan the clean-up and validation.
Can different teammates use different views?
Yes. Saved views can be private or shared with the workspace. Views preserve filters, sorting and column settings. A filtered view is a way of organising work; it is not a separate permission boundary.
Can I add fields specific to my business?
Yes. Meibo supports text, number, date, single-select and yes/no custom fields. Workspace owners and admins manage field definitions. Use a few fields your team will keep current rather than collecting details without a clear purpose.
Is this only for talent agencies?
No. People, companies, deals, notes and tasks support broader relationship-led work, including studios, consultancies and partnerships teams. Talent and campaign records are available for workflows that need them.
Can my other software access these records?
Meibo has a REST API and webhook tooling. API access uses workspace-scoped keys; your integration must follow the documented endpoints and scopes. The developer guide covers the contract and implementation details.
GO A LITTLE DEEPER