Streamline Your Business with Mesh CRM
Your all-in-one solution for client management, task tracking, and more.
Explore Features
Your all-in-one solution for client management, task tracking, and more.
Explore Features
Mesh CRM is designed to enhance the management of client interactions, streamline business processes, and improve profitability. Let us help you elevate your business.
Inquire to start your free trialOrganize and track tasks effectively with filters and detailed views.
Manage client data efficiently with detailed profiles and quick access to contacts.
Adjust task categories, reminders, and more to fit your needs.
Keep your data safe with secure authentication and encryption.
Manage detailed client profiles, view clients in various formats, and quickly access related contacts.
Filter tasks by client and status, manage recurring tasks, and set custom reminders for efficient task tracking.
Seamlessly search, select, and create contacts while keeping all interactions well-documented and linked.
Admins can dynamically manage task categories, set default reminders, and toggle between dark/light modes.
Automate notifications for tasks, reminders, and other key events with integration support for SendGrid.
Export task details to PDF, select databases dynamically, and ensure smooth operation across multiple companies.
Role-based access control, personalized notifications, and robust user management tools for enhanced security.
Mesh CRM is designed with a clean, modern interface that emphasizes usability. The platform is fully responsive, ensuring seamless access across desktops, tablets, and mobile devices. Enjoy features like drag-and-drop functionality, collapsible sections, and easy navigation.
Security is a top priority in Mesh CRM. The platform uses secure authentication mechanisms and supports HTTPS, ensuring that all client and task data is transmitted securely. Integration with Google Workspace provides additional layers of security for email authentication and user management.