Companies and contacts
Store each customer company once, then add all the people you deal with.
- Multiple contact people
- Primary-contact selection
- Editable job roles
- Search and pagination
Built around real customer relationships.
Metisseo starts with the company record, lets you add multiple contact people and keeps every opportunity, appointment, quote, invoice, document, note and support request connected to the right customer.
Core platform
Everything needed for the everyday work.
Tasks and appointments
Plan work, follow-ups and meetings from one responsive workspace.
- Task calendar and list view
- Assigned users and priorities
- Public booking links
- Contact appointment history
Sales pipeline
Move opportunities through a visual sales process and retain the full history.
- Multiple pipelines
- Drag-and-drop stages
- Won and lost visibility
- Time spent in each stage
Quotes and invoices
Create itemised proposals, collect acceptance and convert approved quotes into invoices.
- VAT and line items
- Electronic acceptance
- Quote-to-invoice conversion
- Optional online deposits
Customer service
Keep support, documents and customer access connected to the company record.
- Support tickets
- Private documents
- Customer portal
- Customer-visible records
Automation and email
Reduce repetitive admin with workflows, sequences and reusable branded emails.
- WYSIWYG email editor
- Live email preview
- Personalised merge fields
- Company SMTP or managed delivery
- Replies routed to your company inbox
Reports and dashboards
Turn live CRM activity into clear sales, customer, workload and service insights.
- Responsive charts and graphs
- 30-day to 24-month periods
- Detailed report-data tables
- Printable reports
Start free, then add only what your company needs.
All paid items are priced excluding VAT and billed per month.
Company administratorFreeOne designated administrator login
Additional users£5 ex VATPer additional user per month
Optional add-onsFrom £5 ex VATManaged email £5; portal, payments and storage £10
Monthly billingOne invoiceUsers and add-ons grouped together
Why Metisseo
Easy to understand and ready to grow.
Simple daily workflow
Clear dashboards, consistent page layouts and contextual help reduce training time.
Configure it your way
Custom pipelines, lists, branding, permissions and email templates adapt to your business.
Controlled access
Company administrators decide which modules and records each user can access.
“I’ve found Metisseo to provide all this and more. It is easy to use, and I’ve been able to customise it to suit my needs, so I can spend more time developing the business and cut down on time spent on admin.”Orange Safety Management Solutions Ltd
Get started with Metisseo.
Create your company account or contact the Metisseo team with any questions.