Built for software companies, IT services, agencies, and B2B firms. Never lose track of a prospect. Hand over demo leads smoothly, follow up on pending proposals automatically, and know your exact monthly sales revenue in advance.
See how to manage high-value deals, track proposals, and predict monthly revenue effortlessly.
When deal conversations are scattered across personal WhatsApp, inboxes, and messy notes, sales stall and deals go cold.
When a sales person passes a lead to a closer, client requirements and budget discussions get forgotten, making your company look unprepared.
Quotes get sent and forgotten. Without automatic reminders, no one reaches out to the client, and the buyer quietly chooses a competitor.
Business owners have to guess their month-end revenue. You never know which deals will actually close and which are completely dead.
A clear, repeatable system to keep every sales conversation on track until the contract is signed.
Inbound demo requests from LinkedIn, Google Ads, webinars, and your website are captured instantly and assigned to the right sales person.
Easily check company budget, decision-maker authority, and timeline before spending senior executive time on lengthy custom presentations.
Keep an eye on every proposal sent. Get automatic alerts if a client hasn't responded in 48 hours so your sales team never lets a deal go cold.
Once a deal closes, hand over the project smoothly to your delivery team with all client notes, payment terms, and user counts preserved.
Stop wondering what your sales team is working on. See calls made, meetings booked, pending proposals, and closed deals clearly in real time.
See the expected revenue from deals in progress so you can plan cash flow and growth with confidence.
See who is making calls, booking meetings, sending proposals, and closing sales every week.
Get automatic alerts 60 days before an existing client contract expires to collect renewals on time.
Join high-velocity tech and service enterprises accelerating revenue with Metrico CRM.