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Metrico CRM logo Metrico CRM dashboard Metrico CRM deals Metrico CRM integration Metrico CRM Leads Metrico CRM profile
Metrico CRM dashboard
Metrico CRM deals
Metrico CRM integration
Metrico CRM Leads
Metrico CRM profile

Metrico CRM

Brand : Metrico Technologies Pvt Ltd

Starting Price:

₹ 1,299 excl. GST

₹ 1,533 incl. GST

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Metrico CRM Pricing & Plans

Starter
  • Unlimited leads, deals & contacts
  • 1 Active sales pipeline grid
  • Quotation & Invoice PDF Builder
  • Asynchronous Excel/CSV import wizard
  • Task, follow-up & reminder tracking
    • Quantity
    • Monthly

Calculated Price (Exclusive of all taxes)

1299
Professional
  • Everything in Starter, plus
  • Unlimited active sales pipelines
  • Native Facebook Lead Ads Integration
  • Visual Email Template Builder
  • Automated round-robin lead distribution
  • Role-based access & data visibility controls
  • Advanced conversion analytics & SLA reports
  • Priority chat & technical support
    • Quantity
    • Monthly

Calculated Price (Exclusive of all taxes)

2199

Metrico CRM Features

Customer Data Management (CDM)

  • icon_check Contact Management Centralises and organises client profiles, interaction histories, and contact records.
  • icon_check Account Management Maintains 360-degree views of client relationship records, opportunities, and deal pipelines.
  • icon_check Customer Profiles Aggregates interaction notes, call logs, and activities into centralized client profiles.
  • icon_check Contact Segmentation Organizes and filters contacts by custom pipeline stages, lead sources, and tags.
  • icon_check Activity History Preserves a complete chronological timeline of call logs, notes, emails, and stage changes.

Sales Management

  • icon_check Lead Management Captures leads automatically from Meta, websites, WhatsApp, and APIs into a unified dashboard.
  • icon_check Quote Management Configures, tracks, and shares sales quotes and pricing proposals for prospective buyers.
  • icon_check Sales Forecasting Evaluates active pipeline stages and deal values to project prospective revenue streams.
  • icon_check Deal Management Visualizes customizable sales pipelines and deal stages from discovery down to closure.
  • icon_check Sales Automation Automates lead assignment, routine tasks, reminders, and sales approval workflows.
  • icon_check Workflow Automation and Management Automates routine operations like smart lead routing, approvals, and alerts.
  • icon_check Opportunity & Pipeline Management Manages customizable deal pipelines to track sales opportunities smoothly.
  • icon_check Order Management Track and manage orders from customers to ensure timely fulfillment and accurate billing.
  • icon_check Contract Management Managing contracts from their creation, execution, and performance tracking to their eventual termination.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.

Marketing Automation

  • icon_check Email Marketing Connects with Gmail, Outlook, and SMTP to deliver customizable email marketing templates.
  • icon_check Campaign Management Tracks marketing campaigns and lead source attribution across advertising channels.
  • icon_check Lead Nurturing Automates follow-ups, scheduled tasks, and multi-channel messaging to engage leads.
  • icon_check Customer Journey Tracking Tracks the complete customer lifecycle from initial lead capture to deal winning.
  • icon_check Customer Segmentation Filters client databases using custom attributes, deal statuses, and industry tags.
  • icon_check Event-Triggered Workflows Instantly fires automated actions, task assignments, or alerts when lead status changes.
  • icon_check Automated Campaigns Triggers scheduled email and message sequences based on defined workflow conditions.

Data Sourcing / Integrations

  • icon_check Social Media Integration Connects directly with Meta (Facebook/Instagram) lead ads to ingest leads instantly.
  • icon_check Data Import/Export Supports seamless bulk uploading and extraction of leads and account databases.
  • icon_check API Access Exposes open REST APIs and webhooks to synchronize system data with external software.
  • icon_check Calendar Integration Connects team schedules to schedule sales calls, follow-up reminders, and tasks.
  • icon_check Third Party Integrations Connects with external tools like WhatsApp, Meta Ads, web forms, and email servers.
  • icon_check Email Marketing Tools Integration Connects smoothly with Gmail, Outlook, and SMTP providers for email delivery.
  • icon_check Marketing Tools Integration Ingests lead capture forms from websites, landing pages, and Meta ad channels.
  • icon_check Interactive Voice Response (IVR) Integration Pairs with cloud telephony systems to record calls and track call logs.
  • icon_check eCommerce Integrations Sync CRM with eCommerce platforms like Shopify, WooCommerce for a unified customer experience.

Collaboration Tools

  • icon_check Team Communication Aligns team members with shared lead notes, activity logs, and internal task handoffs.
  • icon_check Task / Activity Management Assigns tasks, sets automatic follow-up reminders, and tracks activity history.
  • icon_check Document Sharing & File Storage Attaches and organizes sales collateral, notes, and documents within deal records.
  • icon_check Omnichannel Support & Engagement Unifies customer touchpoints across Email, WhatsApp, website forms, and phone calls.

Security & Compliance

  • icon_check Audit Trail Logs system activities, team actions, and database modifications for administrative oversight.
  • icon_check Data Encryption Protects business data and customer contact details using secure cloud encryption standards.
  • icon_check Role-Based Access Control (RBAC) Restricts workspace permissions and data visibility according to user roles.
  • icon_check Backup & Disaster Recovery Cloud-hosted infrastructure ensuring continuous data retention and safety.
  • icon_check GDPR & Data Privacy Adheres to foundational data privacy protocols to protect client records safely.

AI & Machine Learning

  • icon_check Lead Scoring Ranks and prioritizes prospects based on interaction history and engagement parameters.
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Reporting & Analytics

  • icon_check Real Time Analytics Delivers live reporting dashboards tracking team activities, conversions, and sales metrics.
  • icon_check Campaign Performance Measures conversion rates and lead generation success across different ad sources.
  • icon_check Custom Dashboards Configures live analytics dashboards to monitor sales performance and conversion rates.
  • icon_check Sales Performance Reports Generates detailed reporting summaries tracking rep activity, deals won, and team velocity.
  • icon_check Customer Insights Analyzes interaction histories and pipeline movements to extract actionable sales insights.
  • icon_check Forecasting & Trends Highlights future revenue trajectories and pipeline velocities using live sales data.
  • icon_check Performance Tracking Monitors individual salesperson follow-up speed, conversion ratios, and task completion.
  • icon_check Predictive Analytics Leverage AI to predict future trends, sales, and customer behavior for better decision-making.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Dispatches instant real-time alerts when new leads arrive or tasks become due.
  • icon_check Custom Workflow Alerts Sends team notifications whenever custom process thresholds or rules are met.
  • icon_check System Errors/Failures Logs technical exceptions and API sync errors automatically for diagnostic review.
  • icon_check Customer Interaction Alerts Alerts assigned sales reps instantly when a prospect engages or requests follow-up.
  • icon_check Workflow Trigger Alerts Notifies team members as soon as background automation rules activate.
  • icon_check SLA Violations Flags untouched leads or overdue follow-ups to ensure fast response time compliance.
  • icon_check Lead Activity Alerts Sends immediate push/email alerts to reps the moment a new lead lands in the system.

Metrico CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Integration:
  • Training:
  • Language:
  • Ubuntu Windows MacOS
  • DesktopMobileTabletiPad
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, SMBs, SMEs, MSMBs, MSMEs
  • Email
  • API Integration
  • Live Online
  • English

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