Mobile Application
Navigation, Settings and Swipe Actions || Mobile App
Overview This article explores three essential features of the Meritto mobile app: Navigation, Settings, and Swipe Actions. These features enhance your experience by enabling seamless movement within the app, personalized configurations, and ...
My Workspace || Mobile App
Overview The My Workspace feature in the Meritto Mobile App enables you to manage, analyze, and interact with personalized dashboards and reports effortlessly. While previously accessible only through the web, this feature now empowers you to ...
Mobile CRM
Overview The Mobile CRM module in Meritto empowers you to manage customer relationships on the go by offering real-time access to CRM data and tools from your mobile devices. In today’s fast-paced business environment, staying connected with leads ...
Whatsapp in Opportunity || Android Mobile App
Overview The WhatsApp in Opportunity feature in Meritto’s Android mobile app allows you to send personalized WhatsApp messages to their opportunities. With seamless integration of WhatsApp Business and WhatsApp Click to Chat, you can engage leads ...
Add Opportunity || Android Mobile App
Overview The Add Opportunity feature in Meritto’s Android mobile app enables you to manually add opportunities for leads based on predefined logic. This functionality ensures that you can seamlessly create and associate opportunities with existing ...
Air Alerts
Overview The Air Alert feature in Meritto Mobile App provides a call pop-up experience to you whenever you receive an incoming call or make an outbound call. This feature works even if In-App Calling or Telephony Calling is not enabled for an entity. ...
Scan QR code to open Lead Profile
Overview The Scan QR Code feature in the Meritto Android Mobile App enablesyou to open a Lead or Applicant profile instantly by scanning a QR code. This eliminates the need to search manually by name, email, or phone number in the Lead Manager or ...
Unsynced Calls Screen in Mobile App
Overview The Unsynced Calls screen in Meritto’s mobile app displays all call entries that have not yet been synced to the cloud, categorized as: Registered Leads: Call logs of existing leads that are pending synchronization. Unknown Numbers: Call ...
Field Force Location Tracking
Overview The Field Force Location Tracking feature in Meritto's Mobile App allows organizations to track your locations during Check-in and Check-out automatically. This feature provides real-time insights into field operations and ensures that ...
Voice Notes Feature in Mobile App
Overview The Voice Notes feature in Meritto’s mobile app allows you to create and submit notes effortlessly by recording your voice instead of typing. This enhances productivity by enabling quick note-taking and ensuring that the recorded notes are ...
Telephony Call from Mobile App
Overview This article explains how to initiate Telephony calls to leads or applicants using the Meritto Android Mobile App. You can seamlessly make calls through the configured Telephony vendor, ensuring an integrated and efficient calling ...
In-App Calling Best Practices and Important Checks
Overview Meritto’s In-App Calling feature ensures that all call logs are properly recorded and synced to the system. However, to ensure smooth functionality and avoid any conflicts with other apps or device settings, certain best practices and checks ...
Popular Articles
Lead Allocation in Meritto CRM
Overview Meritto CRM provides a comprehensive lead allocation system designed to distribute leads efficiently among counselors. The system supports both manual and automated allocation methods, offering flexibility to align with various business ...
Automation - An Overview
Overview Automation in Meritto CRM is a rule-based workflow that executes predefined actions when specific criteria are met. It enables you to streamline counselor allocation, multi-channel communication, lead scoring, and trigger webhooks by ...
All About MIO AI
Introduction Mio AI is Meritto's high-performance Agentic AI platform, designed from the ground up to serve as a digital teammate for the education industry. It was created to address the core, persistent challenges that institutions face: ...
About University Channel Partner CRM
Overview Meritto’s University Channel Partner CRM is designed specifically for channel partners managing online degree enrollments. It enables them to efficiently scale their operations, manage leads, and build strong partnerships with universities ...
How to Create Communication Templates?
Overview Communication Template Creation in Meritto enables standardized messaging across multiple channels. Predefined Formats: Create templates for Email, SMS, WhatsApp, and more. Consistency in Messaging: Ensure uniform communication across all ...