Mesy lets sales reps update deals, capture leads, log meetings, draft replies and ask for advice through the channels they already use, without opening another app or a laptop.
Text·Voice note·Photo·Name card·File
From SGD 60 per user/month · Private deployment available
Mesy AI
Mesy coordinates specialist AI assistants, each focused on a different part of the sales process.
Turns emails, messages, photos, name cards and files into contacts, companies and deals.
Records notes, updates opportunities, creates tasks and keeps follow-ups from being forgotten.
Reviews the deal context and recommends practical ways to move a stuck opportunity forward.
Answers questions about pipeline, activity and performance in plain language.
Universal search
Press ⌘K anywhere. Jump to a page, open a record, find a task, or pull up an email. One search across your entire workspace, and Mesy AI is a keystroke further.
Universal drag
Every record, email, task, and file in Mesy is draggable.
Drop anything onto the command bar and the agent can read it: the full email thread, the record's fields, the task's links.
Items stay on the shelf while you navigate, so you can collect things from different pages before you act.
Drag a file or email out of the shelf onto any record panel to link them, no forms involved.
Actions
Not a chatbot bolted on the side. The agent creates contacts, updates deals, drafts emails, and schedules tasks through the same API your team uses.
Move a deal, set the next step, change an owner, all through the same tools your team's own buttons call.
Tasks land on your list and your calendar, linked to the deal and the people they belong to.
A photo, a file or a forwarded email becomes contacts and companies, staged for you to confirm.
01 / 03
One word, and the company, its deal, its mail and its task all answer to it.
A simpler working day
Salespeople move between meetings, messages, customer calls and email. Mesy turns what they naturally send and ask into completed CRM work.
The old way
Open the CRM later and try to remember every detail.
With Mesy
Send a text or voice note before leaving the meeting.
The old way
Copy information from emails, photos and name cards into fields.
With Mesy
Send the source and let Mesy extract and structure it.
The old way
Search through notes, emails and tasks across multiple screens.
With Mesy
Ask for a briefing in plain language.
The old way
Remember to create every task and draft every reply.
With Mesy
Let Mesy create next actions and prepare the response.
The old way
Wait for everyone to complete end-of-week updates.
With Mesy
Keep records current as sales work happens.
The old way
Build filters and reports before getting an answer.
With Mesy
Ask the question and receive a live view.
You stay in control
Start with every AI action reviewed by a person. Increase autonomy per assistant as your team gains confidence. Mesy records both human and AI activity so administrators can always see what changed, who initiated it and when.
01 / 04
Mesy can find and analyse information, but cannot change records.
Control what the AI agent can do per specialist. Gated actions show YOU a confirm card. There is no separate approval queue. Expand a specialist to see every tool it can use and what happens at its tier.
| Specialist | Current tier | Change |
|---|---|---|
| Insights Agent6 tools | Tier 1: Read-only AI can only read data | Tier 1: Read-only |
| Intake Agent11 tools | Tier 2: Review Every write shows you a confirm card first | Tier 2: Review |
| Deal Coach5 tools | Tier 1: Read-only AI can only read data | Tier 1: Read-only |
| Sales Admin Agent6 tools | Tier 1: Read-only AI can only read data | Tier 1: Read-only |
| Tool | Description | Behavior |
|---|---|---|
| Read | ||
search_records | Search CRM records of one type. | Runs live |
| Write | ||
add_note | Add a note to a CRM record. | Blocked |
update_record | Update fields on an existing CRM record. | Blocked |
create_task | Create a task (follow-up, reminder, action item). | Blocked |
| Destructive | ||
delete_record | Soft-delete a CRM record. | Blocked |
| Always review | ||
create_calendar_event | Schedule a new calendar event (Google or Outlook). | Blocked |
Tool behaviour at this tier
Mesy can find and analyse information, but cannot change records.
A person approves every proposed change before it is executed.
Trusted writes run directly while protected actions still require confirmation.
Approved workflows run independently within the controls you set.
Control what the AI agent can do per specialist. Gated actions show YOU a confirm card. There is no separate approval queue. Expand a specialist to see every tool it can use and what happens at its tier.
| Specialist | Current tier | Change |
|---|---|---|
| Insights Agent6 tools | Tier 1: Read-only AI can only read data | Tier 1: Read-only |
| Intake Agent11 tools | Tier 2: Review Every write shows you a confirm card first | Tier 2: Review |
| Deal Coach5 tools | Tier 1: Read-only AI can only read data | Tier 1: Read-only |
| Sales Admin Agent6 tools | Tier 2: Review Every write shows you a confirm card first | Tier 2: Review |
| Tool | Description | Behavior |
|---|---|---|
| Read | ||
search_records | Search CRM records of one type. | Runs live |
| Write | ||
add_note | Add a note to a CRM record. | Confirm card |
update_record | Update fields on an existing CRM record. | Confirm card |
create_task | Create a task (follow-up, reminder, action item). | Confirm card |
| Destructive | ||
delete_record | Soft-delete a CRM record. | Confirm card |
| Always review | ||
create_calendar_event | Schedule a new calendar event (Google or Outlook). | Confirm card |
Changes, notes, AI turns and filed emails land in one history. An agent's turn is grouped with the records it changed, your team's own edits sit in the same stream, and every change row carries a Revert. A second tab shows what your workspace spent its AI on, by model and by day.
| Event | Record | Type | Detail | User | Source | When | |
|---|---|---|---|---|---|---|---|
AI turnJordan Leejust nowCompleted · 3 tool calls2 events | |||||||
| Created | Sarah Chen | Contact | name: Sarah Chen · email: sarah@acmerobotics.com | Revert | |||
| Created | Acme Robotics | Deal | name: Acme Robotics · value: $24,000 · +1 more | Revert | |||
| Note | Coastal Logistics | Deal | Met their ops lead, they want the phased rollout option in the revised proposal. | Jordan Lee | Human | 1h ago | |
AI turnAlex Rivera2h agoCompleted · 2 tool calls1 event | |||||||
| Updated | Harbourline Freight | Deal | stage: Proposal → Negotiation | Revert | |||
| Email filed | Coastal Logistics | Deal | Re: revised proposal (phased rollout) | Jordan Lee | Human | 3h ago | |
AI turnJordan Lee4h agoCompleted · 3 tool calls1 event | |||||||
| Created | Kembang Foods | Deal | name: Kembang Foods · value: $11,200 | Revert | |||
| Updated | Coastal Logistics | Deal | expected close: — → Aug 12, 2026 | Jordan Lee | Human | 5h ago | Revert |
AI turnMei Tan6h agoCompleted · 2 tool calls1 event | |||||||
| Updated | Hokusai Trading | Deal | expected close: — → Aug 28, 2026 | Revert | |||
| Updated | Vertex Mfg | Deal | owner: Alex Rivera → Jordan Lee | Jordan Lee | Human | 7h ago | Revert |
| Updated | Botanic Labs | Deal | expected close: — → Aug 19, 2026 | Jordan Lee | Human | 9h ago | Revert |
The complete platform
Custom objects, fields, and first-class relations. Model your business, not ours. Schema changes apply instantly, no migrations, no consultants.
Track candidates, job openings, and placements
8 fields
7 fields
6 fields
Manage properties, buyers, and listings
7 fields
7 fields
6 fields
Or build your own object type from scratch.
Start blank7 fields · label: name
Semantic Role
OpportunityControls how dashboards, AI, and integrations treat this type
Label Field
Name (name)Field used as the record title everywhere
Visibility
Public (read/write)Who can see records of this type when sharing is on.
Identity Fields (duplicate detection)
A new record matching any of these fields (normalized-exact) surfaces a duplicate card before create.
Won Stage
WonLost Stage
LostValue Field
Deal value (currency)Turn on record sharing and visibility follows your org chart: superiors see their subordinates' records, and each object type sets its own visibility. What each member can do is set per person.
When on, record visibility follows each object type's visibility setting plus the role hierarchy. When off, everyone in the workspace sees everything (today's behavior).
A role is a position in your org chart: superiors see their subordinates' records once workspace sharing is on. What a member can do is set per person in the Members list.
Price Book
Give your team one current catalogue for the products and services they sell, then attach the right items directly to an opportunity without leaving the CRM.
Line items
Platform licence
20 users × S$1,200 − 20%
Implementation package
1 × S$4,800
Already part of the workday
Conversations, meetings and task due dates land beside the customer record. Your team keeps its familiar tools; Mesy keeps the CRM organised.
01 / 07
Google Calendar connected: its week on the grid, with CRM due dates.
Already part of the workday
Conversations, meetings and task due dates land beside the customer record. Your team keeps its familiar tools; Mesy keeps the CRM organised.
Both mailboxes in one list, every conversation linked to the contact and deal it belongs to. Nobody has to file anything.
Intro call: next steps
Great speaking just now, Jordan. Sending over the questions our team wants covered before we talk numbers.
Re: contract review Friday
We're aligned on the terms. Legal wants one change to the payment schedule before we sign.
Re: revised proposal (phased rollout)
Thanks for the walkthrough. The phased option is the one we'll take to the board on Wednesday.
Pricing for the August order
Could you send the updated pricing before Thursday's call? Volumes are close to last quarter's.
Onboarding kickoff: Thursday agenda
Attaching the agenda for Thursday. Our ops team will join for the second half.
Renewal timing
Checking in on the renewal. Can we pick this up before the end of the week?
Ahead of Wednesday's intro call
A bit of background on what we're building, so we can spend the call on your side of it.
Re: proposal looks good
Proposal looks good. Let's schedule a call. What does next week look like on your side?
Select an email
Chats, groups and meeting threads open in Mesy, so answering a teammate never means leaving the CRM.
Perfect. I'll walk them through it Tuesday and keep Daniel warm until then.
Hokusai pricing sheet is ready whenever you want to look before Thursday.
Mei Tan: Pipeline review moved to 3pm on Wednesday.
Direct message
Coastal's proposal walkthrough is booked for Tuesday. Can you get me the revised deck before then?
Yes. Phased rollout option included, since that's what their ops lead asked for.
Daniel's reply came in this morning. The phased option is the one going to their board on Wednesday.
So the revised proposal is basically this week's whole game.
On it today. It's the one still sitting overdue on my list.
Perfect. I'll walk them through it Tuesday and keep Daniel warm until then.
Send a voice note or a business-card photo to Mesy on Telegram: it transcribes, drafts the contact and waits for your tap. WhatsApp is next.
One more from the expo
08:12Business Card Extracted
Name: Wei Lin
Company: Sunrise Retail
Email: wei@sunrise.com.sg
Tap Confirm to add & link to Sunrise Retail, or Discard.
08:13Transcription:
Vertex renewal, Priya wants it wrapped before Friday.
08:14Business Card Extracted
Name: Priya Sharma
Company: Vertex Manufacturing
Email: priya@vertexmfg.com
Phone: +65 6555 0142
May match an existing contact — tap Add anyway to create a new one, or open Mesy → Approvals to review. Or Discard.
08:17Pricing
Choose the level that fits your team, communication channels, AI usage and deployment requirements.
Standard
Up to 10 users
Pro
Up to 100 users
Private
Private deployment available
Implementation and migration are scoped according to data volume, integrations and workflow complexity.
Practical implementation
Start with selected workflows, validate them with your team, then expand automation as confidence grows.
Review your process, fields, pipeline and existing data.
Set permissions, Price Book, channels and integrations.
Go live with selected assistants, then add workflows and autonomy.
See Mesy in your sales process
Tell us how your team works today. We will show you how Mesy can capture, update and act within your existing sales process.