From first lead to won deal
Capture leads from web forms, sales mailboxes and imports, score them with AI and assign them to reps automatically. Convert them into accounts, contacts and deals without duplicates, move deals through your own pipelines, and send MYR quotations with SST, approval rules and an online accept link. Accepted quotations become sales orders and invoices with receipts, part payments and automatic reminders, and your fulfilment stages hand each order from team to team automatically. A sales dashboard tracks pipeline, win rate, sales velocity and forecast against monthly targets with a rep leaderboard, a website sales assistant qualifies visitors and books follow-up calls, and every lead, deal, quotation, order and invoice carries its own tasks and notes.
Available now
What MetriSales does
Leads & scoring
Available nowCapture, qualify and score leads with AI.
Visual pipeline
Available nowDrag-and-drop stages with win probability.
Forecasting & targets
Available nowWeighted pipeline and forecast against monthly targets, quota attainment by rep, win rate, sales velocity and AI win chance on each deal.
Quotations
Available nowPrice-list lines with discounts and SST, versions, approval rules, branded PDFs and online acceptance.
Orders & invoices
Available nowSales orders from accepted quotations, invoices with SST, receipts and part payments, reminders, and team-to-team fulfilment stages.
Products & price lists
Available nowCatalogue with SST categories, tiered price lists, validity dates and volume pricing.
Sales sequences
Coming soonMulti-step email and task cadences.
Meeting scheduler
Coming soonBooking links synced with your calendar.
Contracts & renewals
Coming soonTrack terms and renew on time.
Subscriptions
Coming soonRecurring billing for your own customers.
Territories & quotas
Coming soonAssign regions and track targets.
Questions about MetriSales
How do leads reach my reps?
Leads from web forms, emails to a sales mailbox and imports are numbered and assigned automatically by round robin or load balancing. If every rep is busy, the lead waits and is handed out as soon as someone is free.
Can I put a lead form on my website?
Yes. Build a form in English, Bahasa Melayu and Chinese, publish it, and share the link or paste the embed code into your site. Every submission becomes a lead.
Does MetriSales handle SST?
Yes. Products carry an SST category, and deal, quotation and invoice lines calculate SST per line. Your SST registration number is printed on quotations, invoices and receipts.
Can quotes require manager approval?
Yes. Set rules by discount %, total or product, with up to five levels and a role or a named approver. Nobody approves their own quotation; approvers decide in the app from an email link.
How do customers accept a quotation?
The quotation is emailed from your sales mailbox with a branded PDF in English, Bahasa Melayu or Chinese and a secure link. The customer accepts or declines online; we record their name, the time and their IP address.
Can work move between teams automatically?
Yes. Define fulfilment stages such as Customer Care, DTP, Production and Logistics, each owned by a team, with a checklist, required fields and an SLA. Escalating an order or invoice assigns the next team's member by round robin or least load, and every move is kept.
How do customers pay invoices?
Invoices go out with a PDF and a secure link. Record bank transfers, cash and cheques, including part payments, and a numbered receipt is issued. Optionally connect your own Stripe account so customers can pay online; reminders go out before and after the due date.
Can I see how the team is doing against target?
Yes. The sales dashboard shows open and weighted pipeline by stage, wins, win rate, close ratio, average deal size, sales velocity, time to win and quote approval time for this month, quarter, year or the last 90 days. Set monthly targets for the company and each rep to see forecast against target and quota attainment on a rep leaderboard.
Can my website qualify leads for me?
Yes. Switch on the sales assistant for your customer portal and hosted web forms. It answers questions from your product names and descriptions (never prices), asks for the visitor's need and contact details, and offers follow-up call times. Each conversation becomes a lead, assigned like any other, with a call task for the rep.