One folder per sale, no photos by text.
Driver's licence, proof of address, insurance, credit details (income, employer, notes): all in a single sales folder. When your finance manager opens the folder, everything is there. No salesperson to chase, no client to call back.
Active folder
Client folder · Vehicle #A-2045
Driver's licence
Received 5 min ago
Proof of address
Received 1 h ago
Credit application
Received yesterday
Sales contract
Received 2 d ago
Trade-in appraisal
0%Proof of insurance
No reply for 5 d
Built for the sale, financing and delivery cycle.
A client portal in your brand
One link, one code by email or text message, and your client uploads. No account, no password, no app to install. Hosted in Quebec.
Not just documents
Ask for exactly what you need: driver's licence, proof of address, insurance, and the credit application details (income, employer, notes). Documents and sensitive information are encrypted on entry.
From sale to financing, without friction
When your finance manager opens the folder, everything is there. No salesperson to chase, no client to call back about a forgotten document.
From the first visit to delivery, without licence photos by text.
Four moments in the life of a sale. At each one, Meo removes a chore.
- 01 Qualification
Qualification and test drive
Add your client and capture the driver's licence through the portal, with time-stamped consent. No more photos by text.
- 02 Credit
Credit application and documents
Ask for the proof of address, the insurance and the trade-in paperwork. Your client also sends their credit details (income, employer, notes), encrypted on entry.
- 03 Contract
Contract and delivery
Every version of the contract, the proofs of insurance and the delivery paperwork are archived and time-stamped in the folder. Your team finds them in one click, even months later.
- 04 Follow-up
Follow-up and retention
Your team finds the folder for any after-sales follow-up. Each document type has its own retention period, with documented destruction when it expires.
- 01 Qualification
Qualification and test drive
Add your client and capture the driver's licence through the portal, with time-stamped consent. No more photos by text.
- 02 Credit
Credit application and documents
Ask for the proof of address, the insurance and the trade-in paperwork. Your client also sends their credit details (income, employer, notes), encrypted on entry.
- 03 Contract
Contract and delivery
Every version of the contract, the proofs of insurance and the delivery paperwork are archived and time-stamped in the folder. Your team finds them in one click, even months later.
- 04 Follow-up
Follow-up and retention
Your team finds the folder for any after-sales follow-up. Each document type has its own retention period, with documented destruction when it expires.
The whole sales cycle, without copy-pasting between sales, F&I and delivery.
One place for your prospects, your credit applications, your signatures and your Law 25 compliance. No Excel spreadsheet to update by hand, no inbox to dig through.
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Prospects and clients on a single screen
Every buyer has a record: assigned salesperson, tags and internal notes (vehicle of interest, history of past exchanges). No more prospects forgotten in your manufacturer's CRM.
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Contracts and authorizations signed digitally
Purchase order, credit authorization, financing contract: everything is signed in one place, unlimited, verified by a unique code. No separate DocuSign subscription.
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Law 25 compliance for credit data
Your clients hand you sensitive financial information: income, employer, SIN. Meo covers your Law 25 obligations by default, grouped into six sections: consent, retention, anonymization, public portal.
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Salesperson → F&I manager handoff in one click
When the client moves to the finance manager's office, everything is already there: driver's licence, proof of address, insurance, credit details. No salesperson to chase, no client to call back.
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Redundant copies synchronized in Quebec
Your data is kept in several copies, continuously synchronized across our Quebec data centres. No dependence on a single disk, a single server, a single centre.
Three things that used to take three separate programs.
Click a pillar to see how Meo covers it. All on one platform, with the same contact and the same audit log.
Every piece of client context in one place.
Each contact has a record: assigned owner, tags, internal notes with due dates, encrypted information and all of their documents. Your client data stops being scattered across a spreadsheet, an inbox and a network folder.
- Assigned owner + colour-coded tags on each contact
- Internal notes (due date, assignee, reminders)
- Encrypted information (cards, PINs, passwords)
- Bulk CSV/Excel import - up to 5,000 contacts