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AUTOMATION THAT WORKS FOR YOU

Sales Automation
that Runs on Autopilot.

Metrico CRM automates the repetitive work so your team can focus on conversations, relationships, and closing deals.

  • No more manual assignment
  • Never miss a follow-up
  • Save hours every week
Metrico CRM Automation

Automation That Eliminates Manual Work

Auto Lead Assignment

Automatically assign leads to the right salesperson based on your rules, round-robin, territory or workload.

Smart Follow-ups

Send timely reminders and notifications so your team never misses a follow-up with any lead.

Task Automation

Create tasks automatically when a lead moves stages or when a specific action happens.

Email & WhatsApp Automation

Send emails and WhatsApp messages automatically based on triggers and templates.

Workflow Automation

Build powerful workflows to automate actions, approvals, updates and notifications.

How Automation Works in Metrico

1
Trigger

An event happens
(New Lead, Form Submission, etc.)

2
Condition

Set conditions to make sure the right action is taken.

3
Action

Metrico performs the action automatically.

4
Notification

Your team gets notified instantly.

5
Track & Analyze

Monitor results and improve performance continuously.

Popular Automation Use Cases

New Lead Automation

Instantly engage and assign incoming leads.

Auto assign the lead
Send welcome email/WhatsApp
Create follow-up task
Notify salesperson
View Full Workflow

Deal Stage Automation

Automate pipeline progression and updates.

Update probability automatically
Create tasks for next steps
Notify manager on stage change
Move deals automatically
View Full Workflow

Follow-up Automation

Never let a warm prospect go cold again.

Create follow-up tasks
Send reminder notifications
Escalate overdue follow-ups
Keep your pipeline active
View Full Workflow

Re-engagement Automation

Automatically revive inactive opportunities.

Identify inactive leads
Send re-engagement email
Create follow-up task
Notify salesperson
View Full Workflow

Put Your Sales Process on Autopilot

Let Metrico CRM handle the repetitive work so your team can focus on what really matters.

Save Time
Reduce Manual Work
Close More Deals
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