Presales
Presales helps teams organise work before a sale. Consider the preparation alongside the customer enquiry and proposed scope.
What must be prepared before the next sales discussion?

Invoicing control, contract and renewal tracking, and project, time and expense coordination.
Book a demoFinance, operations and project teams.
Presales helps teams organise work before a sale. Consider the preparation alongside the customer enquiry and proposed scope.
What must be prepared before the next sales discussion?
Orders provides a place to manage business order records. Review the order context when organising operational work.
Which order needs the next action?
Invoices helps finance teams organise invoicing control. Keep the invoice discussion connected to the relevant business activity.
Which invoice requires review?
Renewals helps teams keep track of renewal-related work. Review renewal records as part of ongoing customer and contract planning.
Which renewal should we discuss next?
Contracts provides a place to organise business contract records. Use the record as a business reference when discussing an order or renewal.
Which contract record relates to this work?
Projects helps teams organise project work. Discuss project activity together with resources, time and expenses where relevant.
What needs attention in this project?
Time Tracking provides a place to record time spent on work. Use time records to inform conversations about workload and project activity.
Where is the team spending its time?
Expenses helps teams organise business expense records. Consider expense records alongside the work to which they relate.
Which expense needs to be reviewed?
| Module | Typical business question |
|---|---|
| Presales | What must be prepared before the next sales discussion? |
| Orders | Which order needs the next action? |
| Invoices | Which invoice requires review? |
| Renewals | Which renewal should we discuss next? |
| Contracts | Which contract record relates to this work? |
| Projects | What needs attention in this project? |
| Time Tracking | Where is the team spending its time? |
| Expenses | Which expense needs to be reviewed? |
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 MetisOne on-premises or in your organisation’s own private cloud.
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.
Invoicing control, contract and renewal tracking, and project, time and expense coordination.
Finance, operations and project teams. This family includes Presales, Orders, Invoices, Renewals, Contracts, Projects, Time Tracking, Expenses.
Yes. Every Operations module is AI-ready and can run without AI or with optional AI.
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.
Organisations select the modules they need and can add more over time. Deployment is on-premises or in the customer’s own private cloud.
A practical guide to choosing ERP modules around business work, with optional AI and room to expand.
Read the articleHow to frame ERP deployment decisions around ownership, administration, workflows and optional AI.
Read the articleDiscuss your operational priorities, deployment requirements and evaluation criteria with our team.