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Sales CRM: Contacts, Pipelines & Stripe

Track contacts, build visual pipelines, connect Stripe for payment tracking, and manage your sales process.

In this guide

  1. 1. Contacts table
  2. 2. Editing contact details
  3. 3. Visual pipeline builder
  4. 4. Deal auto-population
  5. 5. Stripe payment tracking
  6. 6. Pipeline email touchpoints
  7. 7. Admin default view
  8. 8. CRM Tutorial

1Contacts table

The Contacts page is your unified view of every prospect. The table includes filterable columns for Salesperson, Purchase Status, LTV, Pipeline Stage, Action Needed, and Custom Tags. Date columns show when the contact was added, their sales call date, and last human or virtual touchpoint. Use the inline dropdown filters on each column header to narrow results — including "empty" and "not empty" filters. You can reorder columns by dragging, and save your preferred layout as a personal view. Admins can set a team default view that applies to all members who haven't customized their own. Click any contact to open their detail page with full information, editable CRM fields, and interaction history.

2Editing contact details

On a contact's detail page, click Edit to modify their information. A "CRM Fields" section lets you set or override:
  • Salesperson — who owns this contact.
  • LTV — lifetime value in dollars.
  • Pipeline Stage — where they are in the funnel (auto-populated from the pipeline but manually overridable).
  • Action Needed — yes or no flag for follow-up.
  • Custom Tags — comma-separated labels for categorization.
These fields are also auto-populated when the pipeline system processes deals, so you may not need to set them manually.

3Visual pipeline builder

CRM Pipelines uses a visual node-graph editor to define your sales process. Each pipeline stage is a node — connect them with edges to create branching flows (e.g. Sales Call → STANDOUT Trial and Sales Call → MCAT Trial). Each stage can match events by event type, team group, specific people, or event name patterns (contains / does not contain). This lets you model complex, branching funnels without writing any code. Outcome stages automatically create sub-buckets: Purchased, Canceled, Payment Failed, and Refunded — with revenue tallies and product names pulled from Stripe. Who can edit: Only admins and sales managers can create or modify pipelines. Sales reps see a read-only view. This keeps the pipeline as the reliable "brains" of the CRM.

4Deal auto-population

Deals are created and progressed automatically based on your pipeline definitions. When a prospect attends a meeting that matches a pipeline stage, their deal advances. You don't need to manually move deals — the system handles it. The pipeline also writes a snapshot of each prospect's current stage to their contact record, so the Pipeline Stage column on the Contacts table stays up to date without manual intervention.

5Stripe payment tracking

Connect your Stripe account in Settings → Integrations to automatically detect when prospects pay, fail payment, or get refunded. How matching works:
  1. If a rep enters a Payment Email on the post-close form, MeetMatch matches by that email first (100% unambiguous).
  2. Otherwise, it falls back to the prospect's email with a 7-day time window around their trial start.
Stripe syncs run hourly via a cron job. The system auto-updates purchase status and populates the product name and revenue on outcomes. If auto-detection fails, reps can manually link a prospect to a Stripe payment from the contact detail page. Your Stripe API key is encrypted at rest using AES-256-GCM and stored securely in the database — it is never exposed in plain text.

6Pipeline email touchpoints

You can attach email touchpoints to pipeline edges. When a prospect moves between stages, the system can send automated or manual emails. Each email supports:
  • A/B variants — test different subject lines or body copy.
  • Delay days — send the email X days after the stage transition.
  • Token placeholders — use {{prospect_name}}, {{salesperson_name}}, etc.
Click any edge in the pipeline editor to configure its email touchpoints.

7Admin default view

Admins can save a default Contacts table view that applies to all team members who haven't set up their own. This controls which columns are visible and their order. To set it:
  1. Customize the columns and order on the Contacts page.
  2. Open the Views dropdown.
  3. Click Set as team default.
Team members can always override the default with a personal view. If no team default is set, a lean 5-column fallback is used (Name, Email, Salesperson, Purchase Status, Sales Call Date).

8CRM Tutorial

New to the CRM? Visit the CRM Tutorial page for a detailed walkthrough of every feature. The Pipelines page also includes an interactive guided tour — click Rewatch demo to replay it at any time.

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