Leads
Leads helps sales teams organise early-stage customer interest. Review each lead before deciding how to pursue the relationship.
Which enquiry should we follow up next?
MetisOne: CRM
Customer and supplier relationship records, from an initial lead to a quotation.
Book a demoWho it is for
Sales, account and relationship teams.
Accounts
Accounts provides a place to organise business account records. Keep account-level context available when colleagues discuss the relationship.
What do we know about this account?
Contacts
Contacts helps teams maintain business contact information. Review contact details before arranging the next conversation.
Who should we speak to at this organisation?
Opportunities
Opportunities helps sales teams organise potential business. Use the record to discuss the next step and its business context.
Which opportunity needs a decision?
Quotes
Quotes provides a place to manage quotation records. Bring the quotation into the conversation before an order is considered.
Which quotation are we reviewing?
Products
Products helps teams organise product information used in their business. Maintain a common reference for discussions about products and quotations.
Which product information is relevant here?
Vendors
Vendors provides a place to maintain supplier records. Use the record when coordinating supplier-related activity.
Which supplier record should we consult?
| Module | Typical business question |
|---|---|
| Leads | Which enquiry should we follow up next? |
| Accounts | What do we know about this account? |
| Contacts | Who should we speak to at this organisation? |
| Opportunities | Which opportunity needs a decision? |
| Quotes | Which quotation are we reviewing? |
| Products | Which product information is relevant here? |
| Vendors | Which supplier record should we consult? |
Work across families
Consider CRM alongside the families that share its business work. Select the modules required, then discuss the workflow and integration arrangements between teams.
AI-ready
Every module is AI-ready and works without AI or with AI. Your organisation decides whether to use AI; it is not a prerequisite.
Deploy it your way
Deploy MetisOne on-premises or in your organisation’s own private cloud.
Standalone or connected to ARX and AERIX
MetisOne works standalone for corporate workflow setup and integrations, without ARX or AERIX. It can also connect to ARX and AERIX for private and hybrid AI.
Questions, answered.
What does CRM cover?
Customer and supplier relationship records, from an initial lead to a quotation.
Which modules can CRM teams consider?
Sales, account and relationship teams. This family includes Leads, Accounts, Contacts, Opportunities, Quotes, Products, Vendors.
Can CRM work without AI?
Yes. Every CRM module is AI-ready and can run without AI or with optional AI.
Do we need ARX or AERIX?
MetisOne works standalone for corporate workflow setup and integrations, without ARX or AERIX. It can also connect to ARX and AERIX for private and hybrid AI.
Can we select modules and deploy in our own environment?
Organisations select the modules they need and can add more over time. Deployment is on-premises or in the customer’s own private cloud.
Explore related work
MetisOne families
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Read the articleDefine your next step with Metis.
Discuss your operational priorities, deployment requirements and evaluation criteria with our team.