for CRM
Meridian
™Relationship management configured for adoption.
A clean CRM system provisioned with your pipeline stages, roles, and follow-up workflows. Configuration and ongoing admin support included.
Clear setup. Practical workflows. Clean handover. Ongoing admin support if useful.
Product preview
Meridian in action
Unified pipeline, contacts, tasks, and reporting.
Best fit
Built for teams who sell
Whether you're tracking deals, managing accounts, or coordinating handovers.
Sales Representative
Pain: Tracking leads across sticky notes and spreadsheets.
Payoff: One clear pipeline with follow-up reminders.
Sales Manager
Pain: No visibility into team activity or pipeline health.
Payoff: Real-time dashboards and activity logs.
Operations Lead
Pain: Client handovers get lost in email threads.
Payoff: Complete contact history in one place.
What it replaces
Replace the chaos
Move from scattered tools and manual tracking to structured operations.
Deals tracked in spreadsheets
Visual pipeline with clear stages
Follow-ups lost in email
Automated task reminders
No visibility on team activity
Real-time dashboards and reports
Handovers lose context
Full history travels with contacts
Day-one value
What changes on day one
Clear, immediate value—not promises.
Clear pipeline stages and ownership
Every deal has a stage, an owner, and a clear next action.
Reliable follow-up and activity tracking
No more lost threads—every interaction logged automatically.
Simple reporting for decisions
Dashboards that show pipeline value and team activity.
Clean handover when roles change
Complete history travels with contacts and deals.
Activity snapshot
Capabilities
Core capabilities
Everything you need, configured and ready.
Pipeline management
Visual kanban boards with customizable stages and deal values.
Contact management
Unified profiles with interaction history and linked deals.
Task automation
Scheduled follow-ups, reminders, and activity logging.
Reporting dashboards
Pipeline value, conversion rates, and team performance.
Email integration
Log communications and sync with your email client.
Role-based access
Control who sees, edits, and approves at each level.
Setup journey
Your setup journey
From first login to daily operations in four steps.
Configure structure
Pipeline stages, custom fields, and deal values set up.
Assign roles and permissions
Team visibility rules and approval chains defined.
Import data
Existing contacts and deals migrated cleanly.
Run day-to-day workflow
Track deals, log activities, generate reports.
Controls
Control who does what
Roles, permissions, and approval chains built in from day one.
Onboarding
Configured for your team, not just activated
We handle provisioning, configuration, training, and ongoing admin support.
Provision and configuration
Roles, permissions, workflows, and approval chains configured to match your structure.
Data import and structure
Existing records migrated cleanly with proper categorization and validation.
Training and ongoing support
Team onboarding, documentation, and controlled admin support for changes.
Meridian™ for CRM starts from EUR 500 per month, depending on users and configuration.
Setup is included in Foundation Build packages or available as a fixed onboarding fee.
Book a Pricing CallScope CRM around your process.
We'll review the workflow, recommend the setup, and show the starting price.