Lightweight CRM

With the Lightweight CRM, you get a complete directory of every person and company you've met with. The People and Companies pages each provide an organized list of your meeting contacts, all built automatically from your meeting history.
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Every time a meeting ends, Bliro identifies each participant by their email address and creates a contact entry for them if one doesn't exist yet. It then assigns each contact to a company based on their email domain so everyone with an @xyz.com address is automatically grouped under "xyz".

This happens in the background after every meeting. There's nothing to configure.

The People view shows all contacts you've met with. Each entry displays the person's name, email, company, the date of your last meeting, and a total meeting count.

You can search by name or email, and sort the list by name, last meeting date, or number of meetings. This is useful when you want to quickly look someone up before a call or check when you last spoke to them.

Clicking on a person opens their detail page, which shows every meeting you've had with them. You can filter that list by date, status, owner, and more.

The Companies view works the same way, but organized by company rather than individual contact. Each entry shows the company name, domain, and the same last meeting and meeting count metrics.

This is useful when you want an overview of your history with a particular account or organization. To get further information about the company click on their domain. This leads you to their landing page.

If a contact or company name wasn't picked up correctly you can edit names directly in Bliro by clicking on the name field.
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Important: Within an organization, name edits are shared across all team members. A change you make will be visible to your colleagues, so it's worth making sure edits are correct before saving.

Within a Bliro organization, the People and Companies directory is built from meetings across all team members. Each user sees contacts generated from their own meetings, while shared name edits apply organization-wide.

Reach out to us at [email protected]. We are happy to help you!