1
Trigger
Choose the CRM event that begins the workflow.
Consistent follow-up without repetitive admin
Let routine customer work move automatically
Build workflows and timed sequences around CRM events, then send personalised messages through the company’s own SMTP account or Metisseo-managed email.
One company administrator login is free. Paid users and optional add-ons are billed monthly.
Metisseo workspace
Automation and Email
- Company-specific permissions
- Responsive on desktop, tablet and mobile
- Connected customer history
What it includes
Features connected to the same CRM record
- Event-based tasks, assignments and field updates
- Timed sales and follow-up sequences
- Stop conditions when outcomes are reached
- WYSIWYG HTML email templates
- Customer, company, user and record merge fields
- Tested company SMTP or managed delivery add-on
How it fits together
A clear workflow from record to outcome
2
Act
Create work, update data or schedule communication.
3
Personalise
Insert the correct customer and record information.
4
Track
Record delivery status and stop when the target outcome occurs.
Questions
Frequently asked questions
Can Metisseo send through our email account?
Yes. Companies can configure and test their own SMTP account.
What happens if we do not have SMTP details?
The managed customer email add-on can provide delivery for supported customer communications.
Can a sequence stop automatically?
Yes. Sequences can stop when defined outcomes or CRM changes occur.
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.