Name: Metis CRM
Author: Collier Pickard Ltd.

Help Desk

Web and Video Conferencing

Customer Support

Help Authoring

Product Lifecycle Management (PLM)

Development

Business Intelligence (BI)

Collaboration

Digital Rights Management (DRM)

IP PBX

Visual Collaboration

Enterprise

Accounting

FinTech

Financial Close

Trust Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Wellness

Employee Scheduling

HR Management

Payroll

Talent Intelligence

Talent Management

Vendor Management Systems (VMS)

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Archiving

Bug Bounty

Build Automation

Cloud Storage

Code Review

Composable Infrastructure

Data Center Outsourcing (Europe)

Email Encryption

Fraud Detection

Hadoop-Related

Integration Platform as a Service (iPaaS)

Low-Code Development

Network Diagnostics

Network Performance Monitoring

Process Mining

Security Validation

Storage Management

Web Access Management

Web Scraping

Zero Trust Security Solutions

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Blogging

Content Management

Customer Journey Analytics

Email Marketing

Marketing Automation

Mobile Analytics

Public Relations (PR)

Sales and Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Job Site Management

Project Management

Professional Services

Conversation Intelligence

Customer Relationship Management (CRM)

Sales

Microsegmentation

User and Entity Behavior Analytics (UEBA)

Security

Chiropractic

ID Card

Insurance Underwriting and Rating

Legal Case Management

Moving Software

Nonprofit CRM

Real Estate Property Management

Spreadsheet

Travel Agency

Vertical-Specific

medium

small

STARTER - Basic sales management, tracking and collaboration

BUSINESS - Full CRM functionality, customization and unique productivity features.

ENTERPRISE - Full CRM functionality with advanced reporting, customization and services.

UNLIMITED - Full CRM functionality with advanced reporting, customization and services.

UNLIMITED - Advanced CRM functionality including advanced features

Pipeliner CRM

Sales Force Automation

Customer Service & Support

CRM Project Management

CRM Reporting & Analytics

Customization

Social CRM

Integrations with 3rd-party Software

Platform

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Social data

Social engagement

Marketing automation

Compensation management

Mobile access

Role-based user permissions

Reporting

Pipelinersales

HubSpot CRM

Likelihood to Recommend

Likelihood to Renew

Usability

Support Rating

Implementation Rating

HubSpot

Salesforce Sales Cloud

Availability

Performance

Online Training

In-Person Training

Configurability

Product Scalability

Data Sources

Data Sharing and Collaboration

Contract Terms and Pricing Model

Salesforce

Zoho CRM

Ease of integration

Vendor pre-sale

Vendor post-sale

Zoho CRM Scalability

Zoho

Microsoft Dynamics 365

Microsoft

Insightly

Insightly, Inc.

Pipedrive

Pipedrive Inc.

Sugar Sell (SugarCRM)

SugarCRM

SAP Sales Cloud

Oracle Sales

Oracle Implementation Satisfaction

Oracle

Metis CRM is a customer relationship management (CRM) system integrated with Microsoft Outlook built specifically for professional service firms.

Top Rated 2023

large

Free Forever

CRM Bundle

Metis CRM

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Collier Pickard Ltd.

This is the technique of using software to automate certain sales-related tasks.

The software acts as a single source for all customer data and enables users to access that data efficiently.

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Users can defines salesperson territories based on customer or market characteristics.

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Users can create, process and fulfill price quotations and sales transactions.

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

This component of CRM software automates help desk, call center and field service management.

This includes incident/ticket creation, routing, escalation, and resolution.

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

This includes lead generation, scoring, qualification, routing, and nurturing.

This involves the ability to send mass email to groups of people based on particular qualifications.

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

This includes the ability to plan, track, collaborate and report on tasks.

This includes automated invoice creation and billing.

Software provides a broad range of standard and the ability to build custom reports.

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

The software helps users accurately forecast sales based on volume and conversion metrics.

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Users can create reports and dashboards unique to their needs.

Metis CRM

Overview

What is Metis CRM?

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Pricing

Metis CRM

What is Metis CRM?

Entry-level set up fee?

Offerings

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Alternatives Pricing

Pipeliner CRM

What is Pipeliner CRM?

HubSpot CRM

What is HubSpot CRM?

Product Details

What is Metis CRM?

Comparisons

Compare with

Pipeliner CRM

HubSpot CRM

Salesforce Sales Cloud

Zoho CRM

Microsoft Dynamics 365

Insightly

Pipedrive

Sugar Sell (SugarCRM)

SAP Sales Cloud

Oracle Sales

Reviews