Northstar Creative
Website redesign
$8,500 Discovery call
Sales CRM for appointment-driven teams
More conversations.
More booked meetings.
Your next opportunities
Every deal has a next step. Make it a good one.
Open pipeline$48,500USD
Active deals8
Meetings this week5
A clear view of what’s next.
New lead3
Oak & Co.
Team onboarding
$4,200 Send introduction
Fieldwork
Brand strategy
$6,800 Review brief
In conversation2
Forma Studio
Growth retainer
$12,000 Follow up on proposal
Evergreen
Customer portal
$5,000 Book a walkthrough
Meeting booked2
Good Company
Sales enablement
$7,500 Product walkthrough
Atlas Partners
Spring campaign
$2,500 Scoping meeting
Ready to close1
Meridian
Service agreement
$2,000 Confirm start date
Keep every conversation connected
WhatsApp, SMS and email, with the context your team needs.
AL
Alex Lee
Thursday works for us!
WhatsApp · Northstar CreativeMR
Morgan Reed
Thanks for the proposal.
Email · Forma StudioSP
Sam Patel
Can we move our call?
SMS · EvergreenAlex LeeNorthstar Creative · Website redesign
Today, 10:24
Hi Alex, shall we walk through the brief on Thursday? I have 10:00 available.
Thursday works for us! Looking forward to it.
✓ Appointment confirmed · Thursday at 10:00
The conversation and the next step, on the same record.
A little less back-and-forth
Let prospects book a time. Keep your team’s calendar in sync.
Wednesday 7 OctThursday 8 OctFriday 9 Oct
Product walkthrough
Good Company · Sam
ConfirmedDiscovery call
Oak & Co. · Jamie
ConfirmedWebsite brief
Northstar Creative · Alex
ConfirmedScoping meeting
Atlas Partners · Alex
ConfirmedShared booking pages. Automatic reminders. Room for real conversations.
Less switching tabs. More picking up where you left off.See how it fits together
Built for your working day
The tools to keep sales moving.
From a new enquiry to a booked appointment, keep every step in the same place.
Leads with a next step
Route new leads to the right person, keep their history together and turn qualified enquiries into deals.
One shared inbox
WhatsApp, SMS and email in one view. Give your team the context to respond without starting over.
Booking without the back-and-forth
Share a booking page, distribute appointments across the team and send meeting reminders.
Calls from your workspace
Start a call in the browser and keep the conversation connected to the contact you’re speaking with.
Follow-up that keeps its place
Build timed sequences that stop when a prospect replies, books a meeting or opts out.
A clear view of your pipeline
Track deals through your stages, see who owns the next step and spot opportunities that have gone quiet.
Timing that makes sense
Use business-hour delays and recipient quiet hours to keep messages within the right sending windows.
A workspace for the whole team
Assign roles, organise teams and control record visibility as your organisation grows.
Know what needs attention
Bring leads, activity and reports together so your team can see what’s happening and decide what comes next.
From enquiry to appointmentA good conversation deserves
A good conversation deserves
a clear next step.
Keep your team moving together, without losing the details between tools.
Bring the enquiry in
Capture the lead, assign an owner and keep every message on the same record.
Leads & shared inboxKeep the conversation going
Reply, call or schedule a follow-up. Your team can see what happened and what’s due.
Calling & sequencesMake time to meet
Let the prospect book a time, send a reminder and move the deal into its next stage.
Booking & dealsOne place for every relationship
Built around the way your team sells.
A shared workspace for the people turning enquiries into lasting customer relationships.
Sales teams
Keep leads, deals and conversations connected. Make handovers easier and follow-up consistent.
Service businesses
Turn enquiries into appointments and keep the customer’s history close for every visit.
Growing organisations
Give teams the right access, route new leads and work from the same information.
A few things
you might be wondering.
Getting to know MeloCRM.
What is MeloCRM built for?
MeloCRM is a sales CRM for teams that work through conversations and appointments. It brings contacts, deals, shared messaging, booking and follow-up into one workspace.
Which messaging channels can we use?
The shared inbox supports WhatsApp, SMS and email, with browser calling through Twilio Voice. Your organisation connects its own providers; channel availability and usage costs depend on that setup.
Can we manage more than one team?
Yes. You can organise people into teams, assign roles and control who can see or manage records. People who belong to multiple organisations can switch between their workspaces.
Can we automate follow-ups?
Yes. Sequences support timed steps and can end when a prospect replies, books a meeting or opts out. Workflows can assign tasks and coordinate the next action.
How do we get started?
Create an organisation, invite your team and set up your sales pipeline. Then connect the communication channels and booking pages your team needs.
Let’s talkTell us about
Tell us about
your team.
Have a question about MeloCRM or want to see how it fits your business? Leave a message and we’ll get back to you by email.
A real conversation about what your team needs.
Your next conversation starts hereGive your sales team
Give your sales team
a better place to work.
Leads, conversations and appointments. Together in MeloCRM.
Get started with MeloCRM