Now in early access — 14-day free trial

Your pipeline.
Finally organized.

Meridian is the CRM built for agents who are serious about their business — intelligent lead scoring, automated follow-up prompts, and a dashboard that tells you exactly where to focus.

MHPAROSB
Trusted by 400+ agents across the US
meridiancrm.io/dashboard
Navigation
▦ Dashboard
◉ Leads
▸ Analytics
⌂ Listings
🔔 Alerts 2
Agent Profile
Sarah M. · Pro Plan
Good afternoon, Sarah.
Hot Leads
3
Avg Score
74
Active
2
Conv. Rate
17%
Top Scored Leads
Marcus Holloway
Zillow · $620,000 · Pre-approved
A+
88
Simone Beaumont
Instagram · $290,000 · Cash Buyer
A
72
Priya Anand
Referral · $380,000 · First-time buyer
B
56
Lead ScoringPipeline AnalyticsFollow-Up AlertsActivity LoggingMessage TemplatesListing ManagementConversion Tracking Lead ScoringPipeline AnalyticsFollow-Up AlertsActivity LoggingMessage TemplatesListing ManagementConversion Tracking
The Problem

Most agents are
leaving money in
the spreadsheet.

You have the leads. You have the listings. What's missing is a system that tells you who to call, when to call them, and why they matter — before they sign with someone else.

48%
of agents never follow up after an initial rejection. The data is clear: most deals close after the fourth or fifth contact.
60%
of clients say no four times before saying yes. Without a system tracking where each lead stands, those deals vanish.
$69+
per month for legacy CRMs — bloated, complex, and built for teams of 50. Meridian is built for you.
✕ Without Meridian
Leads scattered across texts, emails & notes
No idea which leads are hot vs. cold
Miss follow-ups → lose deals to competitors
No data on what's actually working
Listings managed in a separate spreadsheet
◈ With Meridian

Everything you need.
Nothing you don't.

Intelligent Lead Scoring
Every lead gets a live 0–100 score based on budget, engagement recency, source quality, and behavioral signals. A+ leads surface automatically so you always know who to call first.
⚡ Pro Feature
Follow-Up Alerts
Set follow-up dates and Meridian flags overdue, due-today, and upcoming contacts automatically. Never let a warm lead go cold because life got busy.
All Plans
📊
Pipeline Analytics
See your conversion funnel, lead sources, monthly volume trends, and score distribution in one clean dashboard. Know your numbers. Grow your business.
⚡ Pro Feature
✉️
Follow-Up Templates
Context-aware message templates that match each lead's status. Hot lead? Showing scheduler. Cold lead? Re-engagement. Closed client? Referral ask. Ready to copy and send.
⚡ Pro Feature
📋
Activity Logging
Log every call, email, showing, and note against each lead with timestamps. Build a complete relationship history that makes every follow-up smarter than the last.
All Plans
🏡
Listing Management
Track your active, pending, and sold listings with days-on-market, inquiry counts, open house dates, and one-click status updates — all in the same tool as your leads.
All Plans

Results that
speak for themselves.

★★★★★

"I closed two deals in my first month using Meridian that I'm certain I would have let slip. The scoring system alone paid for itself ten times over."

KM
Kayla Merritt
Residential Agent · Austin, TX
★★★★★

"I've tried Follow Up Boss, LionDesk, even built my own Airtable. Nothing stuck. Meridian took me 20 minutes to set up and I've used it every single day since."

DT
David Tran
Buyer's Agent · Seattle, WA
★★★★★

"The follow-up templates are ridiculous in the best way. I used the cold lead re-engagement message on a lead I'd given up on — she called me back the same day."

NR
Nicole Reyes
Listing Specialist · Miami, FL

Built for agents.
Priced for agents.

Feature ◈ Meridian Pro Follow Up Boss LionDesk Spreadsheet
Lead Tracking
Intelligent Lead ScoringAdd-on
Follow-Up Alerts
Pipeline Analytics
AI Message TemplatesBasic
Activity Logging
Listing Management
Setup Time20 minDaysDaysHours
Monthly Price$39$69+$39+$0

Simple, honest
pricing.

14-day free trial. No credit card required. Cancel anytime.

Starter
$19/mo
per month
or $179/yr — save 2 months
Unlimited lead tracking
Follow-up alerts & reminders
Activity logging
Listing management
Lead scoring
Pipeline analytics
Message templates
Start Free Trial
Team
$89/mo
per month · up to 5 agents
or $849/yr — save 2 months
Everything in Pro
Up to 5 agent seats
Shared lead pipeline
Lead assignment & routing
Team analytics dashboard
Brokerage-level reporting
Dedicated onboarding call
Contact Us

Your next close
is in your pipeline.

Start your 14-day free trial today. No credit card. No commitment. Just a better way to work.

Get Started Free
Join 400+ agents already using Meridian · Cancel anytime