Companies and contacts
Use a company as the main record and add every contact person, job role, status and note.
A CRM that adapts as your company grows
Keep customers, sales and service connected
Metisseo brings company records, contacts, opportunities, tasks, appointments, quotes, invoices, support, documents and customer self-service into one permission-controlled workspace. Start with one free company administrator and add paid users or optional features when they are useful.
One company administrator login is free. Paid users and optional add-ons are billed monthly.
Companies482+18 this month
Open opportunities37£84,200 pipeline
Tasks due124 high priority
Quotes awaiting reply83 expiring soon
New enquiryQualifiedProposalWon
Latest customer activity
Quote accepted by Northshore Services
Follow-up task assigned to Alex
Customer uploaded signed document
One free administrator£5 additional usersOptional portal, storage and paymentsCompany branding and permissions
A complete customer journey
Stop piecing the customer story together from separate tools
Metisseo links relationship data, sales activity, team work, appointments, commercial documents and support to the same company record. Your team can see what has happened, what is due and who is responsible.
Core capabilities
Build the CRM package your company needs
Start with customer records and pipeline management. Activate customer-facing services when they add value.
01
Companies and customer records
Keep the people, organisations and activity behind every relationship together.
Complete customer timeline
See opportunities, tasks, appointments, quotes, invoices, documents and support in context.
Fast search and filters
Find records by name, category, status, source and other configured fields.
Custom lists
Control the categories, statuses, sources, roles and other values used by your team.
02
Sales, quotes and revenue
Move opportunities from first enquiry through proposal, acceptance, invoice and payment.
Visual sales pipelines
Create multiple pipelines with custom stages, colours, probabilities and won or lost outcomes.
Stage history
Record when opportunities move, who moved them and how long they stayed in each stage.
Quotes and proposals
Build itemised proposals with VAT, expiry dates, signatures, acceptance and optional deposits.
Invoices and payments
Create invoices, publish them to customers and connect Stripe for direct payment.
03
Tasks, appointments and customer service
Plan team activity, accept bookings and keep customer issues moving.
Tasks and calendars
Assign work, priorities and due dates using a calendar or searchable list.
Appointments and booking links
Create appointments internally or publish branded booking links with live availability.
Support tickets
Track priority, status, ownership, customer replies and internal notes.
Secure documents
Upload internal or customer-visible files with categories, validation and company-wide search.
01
See the complete customer record
Companies, contacts, opportunities, tasks, appointments, quotes, invoices, files and support stay connected.
02
Control how each user works
Use permissions and owned or assigned scope to give people access to the records relevant to their role.
03
Add only what creates value
Document storage, customer portals, payments and managed customer email are optional monthly services.
Clear monthly pricing
One free administrator. Simple charges as you grow.
Additional users cost £5 ex VAT per month. Customer-facing add-ons start at £5 per company per month.
FreeCompany administrator
£5Additional user / month
£5–£10Optional add-ons / month
“Metisseo is easy to use and I have 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
Questions
Frequently asked questions
Is the first Metisseo login free?
Yes. Each company receives one designated company administrator login free of charge. Paid users are added only when more team members need access.
Can we choose only the add-ons we need?
Yes. Document storage, the customer portal, customer payments and managed customer email are optional. Activate the features that create value for your company.
Does Metisseo work on mobile devices?
Metisseo is designed for desktop, tablet and mobile browsers. Access still depends on the permissions assigned to each user.
Can Metisseo use our branding?
Yes. Companies can add their logo and colours, customise customer-facing areas and request an approved custom domain.
Start with the core CRM
Create your free Metisseo company account
Set up one free company administrator, then add users and optional services only when they are needed.