Everything included
All features, no add-ons
Every MereCRM plan includes the full feature set. No hidden modules, no per-feature pricing — just one platform that covers the whole contact lifecycle, from first lead to signed deal and enrolled student.
Contact management
Leads, customers and students in one record
Unified contact record with Lead / Customer / Student categorisation
Full profiles — name, email, phone, address, background and documents
Industry-specific fields (e.g. Medical Class 1, flight experience)
Flexible labels and tags for dynamic filtering and segmentation
Source attribution — know exactly where every lead came from
Class contact kanban — drag contacts across enrollment stages
Milestone tracking per class contact (tests, deposit, contract)
Shared notes and internal team comments per contact
Activity log per contact — every email, stage change and note
Bulk actions — label and update multiple contacts at once
Deals & sales pipeline
Track every opportunity from first contact to closed-won
Dedicated Deal records linked to any contact, course or class
Configurable deal stages per team — rename, recolor, reorder at will
Reserved `won` and `lost` stage keys drive forecast and close-rate metrics
Expected close date, probability and weighted value on every deal
Drag-and-drop deal kanban board with per-stage totals
Lost-reason logging for every deal that does not close
Automated workflow triggers on `pipeline_stage_to_{key}` stage changes
Notes, tasks, documents and checklists attached directly to deals
Forecast report — weighted and unweighted pipeline value per stage
Communication
Keep your whole team in the loop
Send and receive emails directly inside MereCRM
Shared inbox — every staff member sees the full communication thread
Reusable email templates with contact, class and deal placeholders
Automated email triggers on stage changes and milestones
Office 365, Gmail and IMAP integrations for two-way email sync
Internal notes and team comments per contact, deal or class
Bulk email campaigns to filtered contact lists
Courses & cohorts
Plan and manage every class and programme
Flexible course type definitions — PPL, CPL, ATP, onboarding, or your own
Class management with seat capacity and start/end dates
Class contact tracking with milestone dates (test, deposit, contract)
Cohort forecasting — project class sizes across the programme calendar
itslearning LMS integration for course handover
Waitlist management per class
Class-level revenue and payment overview
Multiple courses per contact with independent class contact stages
Programme calendar view across all classes
Revenue & finance
Know your income — confirmed and forecast
Contract signing date tracking per class contact
Deposit and payment milestone registration
Confirmed revenue vs. probability-weighted pipeline per class and per deal stage
Revenue forecast across upcoming classes and open deals
Per-plan pricing: 250 NOK/month flat — no per-seat fees
Invoice and payment history per contact
Subscription management with no binding contract
Financial overview dashboard for management
Analytics & dashboards
Real-time visibility for leadership
Conversion funnel — leads to customers to enrolled students
Lead source attribution and channel ROI reports
KPI dashboard — deal pipeline value, signed contracts, open leads
Class fill rate and seat utilisation charts
Revenue trend charts by month, class and deal stage
Email and communication activity metrics
Contact stage breakdown with drill-down
Exportable reports for management and board presentations
Year-over-year comparison views
Automation & lead capture
Let the system do the follow-up
Embeddable web forms for contact capture — admissions, enquiries, trial sign-ups
Webhook and REST API integrations for website lead capture
Checklists per course, class or deal — auto-triggered on creation or stage change
Reusable checklist templates (PPL, CPL, ATP, IR, medical, pre-course, graduation, onboarding)
Trigger-based automated emails on stage changes and milestones
WorkflowService — event-driven automations with configurable triggers
Checklist progress dashboard — overdue alerts and completion stats for the team
Vipps and Paddle payment webhooks for automatic payment registration
Checklists & workflows
Nothing slips through the cracks
Reusable checklist templates per process (admissions, sales, onboarding, medical, graduation)
Auto-trigger checklists when a contact is created, a class contact moves stage or a deal enters a stage
Manual checklist assignment for ad-hoc processes
Item-level completion tracking with due dates per step
Progress indicator on each checklist (completed / total items)
Checklist instances attached to contacts, class contacts, classes or deals
Overdue item detection with red alerts on the dashboard
Completion rate stats per team — last 30 days
Checklist overview report for management with stage and progress filters
Toggle items complete/incomplete directly from the contact, class or deal record
Template items carry optional due-date offsets from instance creation date
Separate templates per course, class or deal stage
Portal & documents
Self-service for contacts, less admin for your team
Contact self-service portal with secure signed-URL access
Contacts follow their own progress and stage in real time
Document upload portal — contracts, certificates, ID
Staff document review and approval workflow
Bulk document download per class or course
Automatic reminders for missing paperwork
Secure, private document storage per contact
Portal notifications when stage or documents change
Platform & security
Built for teams, safe by design
Role-based permissions — admins, staff, and read-only users
Full audit trail — every change logged with user, timestamp, and checksum
GDPR: one-click data export, erasure requests, and consent tracking per contact
SHA-256 data integrity checksums on all records
Dark mode support across the entire application
Norwegian, English and Dutch language support
Multi-team: full data isolation between schools or business units
No startup cost · Cancel anytime · No binding contract
Ready to try MereCRM?
Get started today for 250 NOK/month — no startup cost, no binding contract.