MetriCRM
Lite
Function
- Account
- Contact
- Appointment
- Service Contract
- CSAT Survey
- Knowledge Base
- Landing Page
- Email API
- Voice API
Feature
- Real Time Analytics
- Wallboard
- Downloadable Report
- SLA Tracking
- Audit Trail
- User Management
- Password Policy
- User Role & Permission
- TaskBoard
- Branch Management
- Category Management
- Product Management
- Template
- Operation Hours
- Genetic Search
- Desktop Notification
- Two Factor Authentication (2FA)
MetriCRM
MetriSales
- All Features In Lite Plan
- Lead
- Opportunity Quotation
- Quotation Approval Workflow
- Sales Order Management
- Invoice
- Payment Management
- Task Management
- PDF Generation
- Product Management
- Pricelist Management
- Sales Pipeline Analytics
MetriCRM
MetriCare
- All feature in Lite plan
- Ticket Management
- Email2Ticket
- Skill-based-Routing
- Escalation
- Task Management
MetriLite Plus
All Features in Lite Plan
+ Messaging
+ Drag-and-Drop workflow
+ AI Chatbot
+ Social Media Management
MetriCare Plus
All Features In MetriCare Plan
All Features In Lite Plan
+ Messaging
+ Care bot*
+ Social Media
MetriLite Plus
All Features In MetriSales
All Features In Lite Plan
+ Messaging
+ Sales bot*
+ Social media
Plus feature
MetriCRM Messaging serves as an all-in-one chat platform for a support or marketing team to have access to multiple messaging platforms accessible within MetriCRM. These chats are accessible by all licensed agents within MetriCRM, and all can be managed within the “MetriChat” page of the CRM dashboard. Messaging aspects will remain the same as the respective platform, with addition of account information accessibility, escalation, actions, and reports. The supported platforms are SMS, WhatsApp Business API (Enterprise & SME), Facebook Messenger, Webchat (via FBM), Line, WeChat, Instagram and Telegram
MetriCRM Social Media Management is developing and shall be launching this module in Q3 2023 to help the business for planning out social media posts, comment and reply, if you run multiple social media accounts for your business to further increase the effectiveness and efficiency by streamlining the management into single system and single user interface
AI-powered Analytics is an artificial intelligent driven which learns the past behaviours, identify patterns and proactively provide comprehensive insights without users asking or actively searching for them to generate and provide analogies, anomalies, outliers, trends, clusters, distribution, correlations, and predictions that can have a direct impact on business.
MetriCRM supports integration with 3rd party system via Representational State Transfer Web Application Programming Interface (RESTful Web API) as a main point of integration. The available integration available are:
- OpsCentral API Integration
- Yeastar PBX API Integration
- 3CS PBX API Integration
- Email Server Integration
- WhatsApp SME API Integration
- Facebook API Integration
- Telegram API Integration
- Chatbot API Integration
- Customer Database API Integration
