Every deal, tracked from first contact to close.
A real CRM built into the same app as your jobs and invoicing: your own pipeline stages, a drag-and-drop board, contacts with a full activity history, and reporting that tells you where deals actually go. Win one, and it converts straight into work.
- Stages, sources & lost reasons — yours
- Contacts & activity timeline
- Funnel & win-rate reporting
New
Alvarez residence
$2,400
Proposal
Marlowe Estates
$9,800
Chen kitchen remodel
$3,600
Won
Patel HOA contract
$2,600
Where it starts
Every deal, visualized as a pipeline
Track opportunities from first contact to close: New, Qualified, Proposal, Won. Customize the stages, colors, and labels to match how your team actually sells. Win it, and it converts straight into a job.
How Meridian does it
A CRM that runs on your process, not ours.
Everything below lives in the same app as your jobs, quotes, and invoicing — no second tool, no re-typing a deal that already exists.
Pipeline you define
Name your own stages and mark each one open, won, or lost. Add your real lead sources and lost reasons too. Nothing here is a fixed Meridian pipeline you bend around — it starts from a sensible default and every part of it is yours to edit.
A board that works like a board
Drag a deal to a new stage, or use its stage menu — either way the totals for open, won, and lost pipeline value update instantly. Moving a deal to a lost stage requires picking a reason, so a lost deal is never lost without a record of why.
Contacts with a real activity timeline
Leads, vendors, and referral partners who aren’t customers yet get their own record. Log a call, email, meeting, task, or note by hand — and every stage move on a linked deal shows up on the same timeline automatically.
Intake forms feed the pipeline
Build a form that creates an Opportunity instead of a job, publish it, and every submission lands a new deal at the top of your pipeline on its own — matched to the right customer, nothing guessed on their behalf.
Automations on every stage change
Wire an email, a Slack ping, an in-app notification, or a webhook to fire the moment a deal enters any stage in your pipeline — not just a generic “new lead” event, but your own stage names, exactly as you built them.
Pipeline reporting, not a spreadsheet
Funnel by stage, win rate, average deal size, average time to close, source attribution, and a lost-reason breakdown — built from the same data your team already enters working the board.
Win a deal, and the work is already scheduled.
Convert a won opportunity into a job in one click — no re-keying the customer or the deal. And the pipeline itself isn't a desktop-only view: sales can work it from the Meridian mobile app too, deals grouped by stage. See the mobile app →
Build your pipeline in a demo workspace.
Seeded with sample opportunities and contacts to drag around.
Sign up Monday. Take payments Tuesday.
Run payroll Friday.
Free, with everything included and no credit card to sign up. Coming from Jobber, Housecall Pro, or Zoho? We'll work the migration with you.
Built by an operating moving company in Lubbock, TX. Backed by Stripe Connect. Built on Next.js + Expo.