The tools your team needs, without a forced bundle

Use a company as the main record and add every contact person, job role, status and note.

See opportunities, tasks, appointments, quotes, invoices, documents and support in context.

Find records by name, category, status, source and other configured fields.

Control the categories, statuses, sources, roles and other values used by your team.

Create multiple pipelines with custom stages, colours, probabilities and won or lost outcomes.

Record when opportunities move, who moved them and how long they stayed in each stage.

Build itemised proposals with VAT, expiry dates, signatures, acceptance and optional deposits.

Create invoices, publish them to customers and connect Stripe for direct payment.

Assign work, priorities and due dates using a calendar or searchable list.

Create appointments internally or publish branded booking links with live availability.

Track priority, status, ownership, customer replies and internal notes.

Upload internal or customer-visible files with categories, validation and company-wide search.

Trigger tasks, assignments, emails and field changes when CRM events occur.

Schedule timed follow-up and stop sequences automatically when outcomes are reached.

Build formatted messages and insert customer, company, user, quote or appointment details.

Use your own tested SMTP account or activate Metisseo-managed customer email.

Choose exactly what each user can access and restrict records to owned or assigned work.

Add your logo, colours, login message and an approved custom workspace domain.

Review pipeline, quote, invoice, customer, task, appointment, support and email activity.

Use page-specific guidance and the built-in support area when your team needs assistance.