1
Capture
Create the opportunity from an enquiry or customer record.
From enquiry to outcome
Make the next sales action visible
Create the pipelines and stages your company actually uses, move opportunities visually and retain a clear history of every stage change.
One company administrator login is free. Paid users and optional add-ons are billed monthly.
Metisseo workspace
Sales Pipeline
- Company-specific permissions
- Responsive on desktop, tablet and mobile
- Connected customer history
What it includes
Features connected to the same CRM record
- Multiple pipelines and queues
- Custom stages, colours and probabilities
- Drag-and-drop opportunity movement
- Won and lost outcomes
- List view, filters and stage history
- Time-in-stage and user movement records
How it fits together
A clear workflow from record to outcome
2
Progress
Move it through the agreed stages and record next actions.
3
Propose
Connect quotes, notes and supporting documents.
4
Measure
Review value, outcomes and time spent in each stage.
Questions
Frequently asked questions
Can we create more than one pipeline?
Yes. Different teams, services or sales journeys can use separate pipelines.
Does Metisseo keep stage history?
Yes. It records movement time, the responsible user and historic stages.
Can we view opportunities as a list?
Yes. Use the visual pipeline or a filterable list view.
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.