Have questions? No problem! Check out MeshiCRM's most frequently answered questions below.
After following the steps on: How it Works, MeshiCRM will then be able to track your anonymous user's page view history as they navigate your website. The user's page view history will only be sent to Notion if/when the user submits a form with relevant information.
Sure is! The Personal version of the service is free and will always be free. Of course, you can upgrade for more features should you so desire, but you will never be obligated to do so.
More detailed information is coming on this, however for now, please see: Pricing
While MeshiCRM does have some correlation to other solutions, MeshiCRM is not a direct competitor to those services. In fact, integrations with those systems are on our development roadmap for a later point in time. However, should that ever change, MeshiCRM has and will always have a free tier and will always be free which allows for unlimited lead tracking, automatic lead scoring, and website integration with no payment information required and no commitment whatsoever.
For now, MeshiCRM only requires that an Email address is captured in any form data on your website.
No. When MeshiCRM adds new leads, the leads will have a status of 'Lead'. However, you and/or your sales team will need to move the leads through your sales process accordingly.
Yes! As your users interact with your website, their Lead Score is updated based on the actions they take. Their User Interaction score is then updated accordingly based on set Lead Score thresholds.
These thresholds are:
Low : 0 - 4.75
Medium : 5 - 9.75
High : 10+
Leads are scored based on user interaction on your website. For the time being these values are determined by MeshiCRM and not customizable in the free tier.
Scoring works as follows:
Page View : .25
Form Submission : 1
No. MeshiCRM only sends data to your Notion instance. We neither intercept nor store any data other than relevant account data and preferences created at signup.
Yes. Once a user submits a form on your website, MeshiCRM sends that information to Notion where they are added as a user to your CRM instance. The user's ID is then returned to your website and stored for tracking purposes, along with relevant information needed for lead scoring. No personal user data is stored within the MeshiCRM tracking cookie and that cookie is not shared with MeshiCRM or any other third-party services.
While this varies depending on region and country, most likely, yes. You will need to ensure you are in compliance with all regulations that apply to your website.
MeshiCRM uses code that prevents your form from submitting by default while user data is submitted to the CRM. This is pretty standard on most modern form submissions that handle form submits without refreshing or redirecting to a new page. However, if you need the form to refresh or redirect to a targeted 'Thank You' page, simply add
&submit=trueto the URL in your provided embed code.
<script src="https://api.meshicrm.com/tracker.min.js?ncuuid=1234567-891011-1213-1415-1617181920&submit=true" defer></script>
MeshiCRM makes every effort to combat this, however due to the nature of some dynamically loaded forms that load later in the page loading process, MeshiCRM may be loaded prior to your website's form. When this happens, MeshiCRM cannot access the form data. If this occurs you may be able to configure your form to use the MeshiCRM Webhook upon submission. This process will vary depending on your website's technology, plugins, developer, etc., and you may need to contact their documentation or support to determine if/how you can move forward.
https://WEBHOOK/URL/TO/COME