All the client context.On a single record.
Contact details, owner, tags, tasks, notes, documents and requests: every client has a record in meo. Open it and everything is there, with no spreadsheet on the side.
An owner, a status, notes. Everyone knows where the client stands.
Émilie Roy
emilie.roy@example.com
Notes
Internal notes for this contact
Kickoff meeting on October 2 at 10:00.Created less than a minute ago
Filter by owner. Everyone finds their clients.
Contacts
3 contacts
- Alex Martinalex.martin@example.comAll completed
- Émilie Royemilie.roy@example.com1 active
- Jonas Lefebvrejonas.lefebvre@example.com2 active
A client leaves? Export their record, then anonymize it.
[Deleted]
No email
Notes
Archived section, contact anonymized
Selling his business in October. Last statement to prepare.
Created 3 days agoContact details
AnonymizedIdentity and contact information
- Name
- [Deleted]
- Not provided
- Phone
- Not provided
- Company
- [Deleted]
In every record
- TagsCreate colour tags for each space and filter the list with them.
- Documents and requestsTheir documents and their requests, each in its own tab, with the progress and status of every request.
- Communication languageFrench or English for each contact, or the space’s default language.
- To doThe contact’s open tasks on their record, with their due date and assignee.
Frequently asked questions
All questionsWhat is on a contact’s record?
An overview with their contact details, owner, tags, status, tasks to do and your internal notes, then a tab for their tasks, information, documents, requests, shares and protection.
What does the export contain?
A JSON file with the contact’s record, the list of their documents and requests, and their consent records.
What remains of an anonymized record?
The name is replaced, the email and phone number are erased, and the contact’s documents are permanently deleted. The record stays in your space, read-only, with your internal notes, the consent records, the anonymized request history and the activity logs.