How can we help?
Step-by-step guides and answers for every MetriCRM module, in English, Bahasa Melayu and 中文.
Browse by module
- Getting startedSign in, find your way around and set up your profile.4 guides
- Users & securityInvite people, organise teams and roles, and keep the workspace secure.5 guides
- Plans & billingModules, seats, invoices and AI credits.3 guides
- AI & copilotUse the AI copilot and control what AI can see.3 guides
- MetriCRMAccounts, contacts, tasks, knowledge base and automation.11 guides
- MetriMailMailboxes, the shared inbox, templates and broadcasts.9 guides
- MetriCareCases, queues, SLAs, escalation and the customer portal.10 guides
- MetriSalesLeads, web forms, pipeline, deals, quotations with approvals, products and price lists. Orders and invoices arrive in a later release.13 guides
- MetriChatWebsite chat with the Care bot, the agent inbox and canned replies. WhatsApp, other messaging apps and social media are coming soon.2 guides
- MetriVoiceCalls and SMS. Guides arrive when telephony is released.Coming soon
- AnalyticsDashboards and reports. Guides arrive when analytics is released.Coming soon
- MetriAgentAutonomous AI agents. Guides arrive when MetriAgent is released.Coming soon
Frequently asked questions
Where is my data stored?
In Singapore (AWS ap-southeast-1), in a database that belongs to your workspace only.
Can I use MetriCRM in Bahasa Melayu or Chinese?
Yes. Switch between EN, BM and 中文 at any time; screens, emails and guides are available in all three.
Which browsers are supported?
The latest versions of Chrome, Edge, Safari and Firefox, on desktop, tablet and phone.
A user lost their phone with the authenticator app. What now?
They can sign in with a backup code. If they have none left, an admin opens the user in Settings → Users and selects Reset 2FA.
Do permission changes need users to sign in again?
No. Role and permission changes apply immediately.
Is there a free trial?
Yes, 14 days with no card needed. Add a payment method before the trial ends to keep using the workspace.
Can I change the number of seats at any time?
Yes. Changes are prorated on your next invoice.
Is our data used to train AI models?
MetriCRM does not use your data to train AI models. AI requests apply your data policy (redaction and excluded fields) before anything is sent.
Can we use our own AI key?
Yes. Add an Anthropic, OpenAI or Google key in Settings → AI; those requests then don't use your included credits.
How large an import can MetriCRM handle?
Large files are imported in the background in chunks — 100,000 rows is fine. You get a notification and an errors file when it finishes.
Does MetriCRM delete email from my mailbox?
Never. Imported mail is moved to the “MetriCRM-Imported” folder by default, or left unchanged if you prefer.
How quickly does new email arrive?
Mailboxes are checked automatically every few minutes. Select Sync now in the inbox to check immediately.
Can customers tell that we use MetriCRM?
Replies are sent from your own mailbox and address, through your own mail server.
Do you track opens and clicks?
Only for broadcasts, and only if an admin turns tracking on. Normal replies are never tracked.
Do SLA clocks run at night and on weekends?
No. They only run during the hours in your business calendar and skip its holidays — unless you set the calendar to Open 24×7.
Can customers see internal notes?
Never. Customers only see your public replies, by email and in the portal.
What if the same customer emails twice about one issue?
MetriCare shows similar open cases. Merge them and the messages, tasks and links move into one case.