Everything in MetriCRM

Your own address, data stored in Singapore, a separate database per workspace.

Every screen, email and document in three languages.

Sign up and your workspace, roles and defaults are set up automatically.

NIST-aligned passwords, authenticator codes and remembered devices.

Own/team/all access, field rules and role-based screens.

Every change recorded with who, what and when.

SAML/OIDC sign-in and automatic user provisioning.

Encrypt your data with your own AWS KMS key.

Evidence, policies and controls for audits.

Pick modules and seats, pay in MYR, download invoices.

Your own fields on accounts, contacts and tasks, in every language.

Model anything — vehicles, warranties, projects — with lists, forms and reports.

Drag-and-drop layouts per role, picklists, statuses and SLA rules.

Logo, colours, portal, emails, PDFs — even white-label and your own sender domain.

Profile picture, theme, language, time zone and your own home dashboard.

Connect your systems with a documented API and signed webhooks.

Let your own AI agents work with MetriCRM, securely.

Branches, approvals and waits on a drag-and-drop canvas.

Install integrations, agent templates and industry packs.

Test changes on a copy, then promote them to production.

Guided migration of your v3 data and settings.

Every error shows a code and reference so support can fix it fast.

Claude by default, bring your own key, credits and policy controls.

Answers from your knowledge base with citations; actions only after you approve.

Redact NRIC, phone and card numbers; keep chosen fields away from AI.

Thread summaries, reply drafts and broadcast copy — always labelled.

Resolve common requests end to end within your guardrails.

Build, test and version agents without code.

Monitor quality, guardrails and a kill switch for every agent.

Only verified AI resolutions are billed.

360° customer view with hierarchy, tags and account managers.

Find look-alike records and merge them with a full audit.

Save filters as tabs and share them with your team.

Notes, @mentions, emails and milestones in one history.

Due dates, reminders, recurring tasks and a daily work view.

Find any record in under a second, in any language.

In-app and email alerts, with quiet hours and digests.

Internal and public articles with approvals and AI translation.

Round robin by longest wait, load balancing, skills or account manager first — with capacity limits, a waiting queue and a simulator.

When something happens, do something; every run is logged.

CSV/Excel import with progress and duplicate handling; scoped exports.

Single-use survey links, scores rolled up per customer.

Connect support@ and sales@ by SMTP/IMAP — mail is never deleted.

Assignment, internal notes, collision warning and snooze.

Templates, AI drafts, attachments, send later and undo send.

Rules that route, tag or close mail, plus safe auto-acknowledgements.

Reusable emails in three languages with approval.

Send to segments and lists at a safe pace, with one-click unsubscribe.

Connect Google and Microsoft email and calendars.

Case workspace with live presence, queues and saved views, kanban, merge and keyboard shortcuts.

Business-hours SLAs with escalations and breach alerts.

Every new email to a support mailbox becomes a case and is assigned automatically; replies stay on the case.

Customers track cases and read your public articles.

Summaries, suggested replies and SLA risk prediction.

Support levels per contract, checked on every case.

Capture, qualify and score leads with AI.

Drag-and-drop stages with win probability.

Weighted pipeline and forecast against monthly targets, quota attainment by rep, win rate, sales velocity and AI win chance on each deal.

Price-list lines with discounts and SST, versions, approval rules, branded PDFs and online acceptance.

Sales orders from accepted quotations, invoices with SST, receipts and part payments, reminders, and team-to-team fulfilment stages.

Catalogue with SST categories, tiered price lists, validity dates and volume pricing.

Multi-step email and task cadences.

Booking links synced with your calendar.

Track terms and renew on time.

Recurring billing for your own customers.

Assign regions and track targets.

WhatsApp, Messenger, Instagram, Telegram and LINE in one place.

A branded chat widget for your website.

Answer common questions and hand off to agents.

Comments and messages from X, TikTok and YouTube.

Click to call, screen pop and call logging.

Send and receive SMS through ClickSend.

IVR, queues and live board on Twilio, Yeastar or 3CX.

Call recordings stored in Singapore or Malaysia.

Transcripts, summaries and AI voice agents.

Drag-and-drop reports across every module.

Reports emailed daily, weekly or monthly.

Questions in plain language, answered with charts.

Submit e-invoices to LHDN straight from your invoices.

Let customers pay invoices online.

Sign quotations and contracts online.

Consent, data requests and breach records.

NRIC, SSM, addresses and public holidays built in.

Capture leads with branded forms and pages.

Automated multi-step campaigns.

See which campaigns bring revenue.

Spot at-risk customers early, with AI churn prediction.

Repeatable steps for onboarding and renewals.

Work on cases and deals from Slack or Microsoft Teams.

AI scores every conversation against your scorecards.

Coaching sessions linked to real conversations.

Forecast volume and plan shifts.

Assets, service locations and job checklists.

Assign the right technician on a map.

Mobile-friendly job view with photos and signatures.

Internal tickets via portal, email, Slack or Teams.

Request forms with approval chains.