Track every interaction, automate follow-ups, control data visibility, and move deals forward with complete clarity across your organization.
Built for Your Industry
One platform. Configured differently for every business.
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Manage the complete business lifecycle — from first lead to active deal and long-term client — with full visibility and context at every stage.
Centralized records for leads, deals, and clients.
Custom deal pipelines with stage-wise tracking.
Calls, follow-ups, notes, and activities linked across entities.
Seamless movement from Lead → Deal → Client without data loss.
Connect Metro CRM with the tools your team already uses — without disrupting existing workflows.
Integrate email providers (Gmail, SMTP, Outlook).
Use customizable email templates
Send emails directly from lead or deal records.
Open APIs and webhooks for external systems.
Reduce manual work by automating routine actions while keeping full control over approvals and exceptions.
Trigger actions based on stage, status, or events
Auto-assign leads, deals, or tasks
Send reminders and notification
Apply approval rules at critical stages
Automate reminders, tasks, and actions so nothing slips through the cracks..
Follow-up tasks are created automatically when a lead or deal is added, updated, or moved to a new stage — so your team never forgets the next action. ✔ Explicit follow-up ✔ Clear automation
Text Set follow-up dates once and let the CRM handle reminders. Get notified before deadlines so no call, message, or meeting is missed. ✔ Mentions reminders ✔ Mentions dates
See every follow-up attempt — calls, messages, notes, and outcomes — in a single timeline, giving full visibility into what’s done and what’s pending. ✔ History ✔ Visibility
Manage leads, deals, follow-ups, and daily operations seamlessly from one connected CRM platform.
Deliver fast, precise responses exactly when your customers need them the most.
Deliver fast, precise responses exactly when your customers need them the most.
Deliver fast, precise responses exactly when your customers need them the most.
Deliver fast, precise responses exactly when your customers need them the most.
Deliver fast, precise responses exactly when your customers need them the most.
Deliver fast, precise responses exactly when your customers need them the most.
Discover how Metrico CRM manages leads, deals, and clients with structured workflows and complete visibility.
"Metrico CRM helped us bring structure to our admissions process and improved follow-up efficiency across teams!"
