Everything you know about a client, on a single record.
Contact details, an owner, labels, internal notes and every document: each contact gets one record in Meo. No more information scattered across a spreadsheet, an inbox and your memory.
You open the record, it is all there.
One unified record
Contact details, owner, labels, notes, documents: all on the same page. No more copying and pasting between tools.
Owner and labels
Each contact has an assigned owner and colour-coded labels that you define. You then filter the list by owner or by label in one move.
Everything attached to the contact
Documents received, requests sent, signatures completed, internal notes: it all stays linked to the contact, sorted by date, ready to export.
Filter, assign, find it in two clicks.
Assign an owner to each contact, add the colour-coded labels you want, then filter the list by owner or by label. You see at a glance what needs your attention, and who is handling what.
- Colour-coded labels you create yourself, specific to your space
- Quick filters: by owner or by label
- Reassign the owner in one click when a colleague takes over
- A “My contacts” view showing only the ones you own