Workflows

messeji helps you get stuff done and close more deals with simple, intuitive workflows.

Meetings

Manage your entire meeting, from scheduling to follow-up, with messeji.

messeji allows you to manage your meeting scheduling, planning, execution, and follow-up in a single workflow.  Everything in one place to keep you organized and allow you to focus on running great meetings and closing deals.

Tasks

Create, manage, and track all your tasks.

Assign tasks to your colleagues and customers and let messeji do the rest.  messeji makes it easy to manage all your tasks, across multiple meetings to help you get stuff done and drive the sales cycle forward.

  • Assign Tasks to yourself, your team, or your customers
  • Track tasks on your Task List 
    • Get Notifications when a task is accepted, declined, or submitted for review
    • Automatically Remind your Assignee when the due date is approaching if the task is not submitted
  • Access feedback and attachments from Assignees directly from your Meeting Card

Templates

Drive your sales process with templates.

Build templates for Intro Meetings, Discovery Sessions, Product Demos, and more with purpose-built Meeting Goals, Agendas, Talking Points, and Tasks for each stage of the Opportunity.  Curate your templates to drive your Opportunity from one stage to the next.

  • Set Meeting Goals to benchmark your progress
  • Create Agendas and Talking Points to cover key topics, capture information, and attain your Meeting Goals
  • Assign Tasks to drive action

Learn what works best and evolve your templates to drive great outcomes for every meeting at each stage of the Opportunity.  Put yourself in the best position to close every deal, every time.

Updated on 18 November 2020

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