1
Create the company
Record business details, category, status and source.
The complete customer record
See every relationship and activity in context
Use the company as the central CRM record, add every person you deal with and keep the work around that relationship organised.
One company administrator login is free. Paid users and optional add-ons are billed monthly.
Metisseo workspace
CRM Records
- Company-specific permissions
- Responsive on desktop, tablet and mobile
- Connected customer history
What it includes
Features connected to the same CRM record
- Multiple contact people with a primary contact
- Editable job roles, categories, statuses and sources
- Customer notes and activity history
- Opportunities, tasks and appointments in connected tabs
- Quotes, invoices, documents and support records
- AJAX search, filtering and responsive mobile cards
How it fits together
A clear workflow from record to outcome
2
Add people
Store each contact person, role and communication details.
3
Connect the work
Link opportunities, tasks, appointments, quotes and support.
4
Review the history
Use one record to understand the current relationship and next action.
Questions
Frequently asked questions
Can one company have several contacts?
Yes. Add multiple contact people and choose the primary contact.
Can we use our own customer categories?
Yes. Company administrators can maintain the categories, statuses, sources and job roles used in their workspace.
Can users be limited to assigned customers?
Yes. Permissions can restrict access to owned or assigned records.
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.