Features

Metisseo is a CRM system with a step by step process for sales, order processing, project management and more. Within the step by step process features include a pipeline with opportunities management, task management and customer information management.
Features within these areas are as follows...

Contacts

Unlimited Contacts

No restrictions on the number of contacts you can add.

Categories

Unllimited contact categories to sort your contacts by type.

Custom Fields

Capture additional information when creating a client, by adding custom information fields.

Manage Contacts

Easy to search and manage your customers details.

Opportunity History

Track opportunity history for each contact.

Task History

Track task history for each contact.

Tasks

Unlimited Tasks

No restriction on the amount of tasks you can add.

Assign Tasks

Assign tasks to an employee.

Task Types

Create different types of tasks.

Deadline / Followup

Set followup dates, which are flagged in the system that require action.

Task History

All tasks are assigned to a contact for easy searching and full history.

Pipeline

Unlimited Opportunities

No restriction on the amount of opportunities you can add.

Assign Opportunities

Assign an opportunity to an employee.

Multiple Pipelines

Create multiple, customisable pipelines for example, Work Process, Sale Process and Project Management.

Dashboard

Set followup dates, which are flagged in the system that require action.

Opportunity History

All opportunities are assigned to a contact for easy searching and full history.