Leads
Leads helps sales teams organise early-stage customer interest.
Which enquiry should we follow up next?
MetisOne: CRM
Modules for customer and supplier relationship work, including leads, accounts and quotations.
Book a demoWho it is for
Sales, account and relationship teams.
Accounts
Accounts provides a place to organise business account records.
What do we know about this account?
Contacts
Contacts helps teams maintain business contact information.
Who should we speak to at this organisation?
Opportunities
Opportunities helps sales teams organise potential business.
Which opportunity needs a decision?
Quotes
Quotes provides a place to manage quotation records.
Which quotation are we reviewing?
Products
Products helps teams organise product information used in their business.
Which product information is relevant here?
Vendors
Vendors provides a place to maintain supplier records.
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?
Modules for customer and supplier relationship work, including leads, accounts and quotations.
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
Insights
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Read the articleRunning ERP on-premises or in a private cloud: what to consider
How to frame ERP deployment decisions around ownership, administration, workflows and optional AI.
Read the articleDefine your next step with Metis.
Discuss your operational priorities, deployment requirements and evaluation criteria with our team.