Sales & CRM
Connect Sales to Your Financial Reality
Bring CRM data into your forecasting. See how your pipeline impacts future revenue, utilization, and profit margin — and convert won deals into projects with one click.
Trusted by over 100 leading agencies
From Pipeline to Profit
Plan Budgets and Resources Before You Win
Manage your pipeline with precision — align budgets, capacity, and forecasts in one place.
- Deals Budgets.
- Set clear budgets for every deal to stay profitable.
- Resource Allocations.
- Plan team capacity ahead of time.
- Revenue Forecasting.
- See future earnings based on your pipeline.
- CRM Integration.
- Sync deals automatically for real-time forecasts.
- Bridge Sales and Delivery.
- Turn won deals into projects instantly.
Flexible Reporting
Customize and Track What Matters
Create tailored sales reports with custom fields and stay on top of key deal metrics — all in one place.
- Sales Revenue.
- Track potential revenue by client, segment, owner, or any other dimension.
- Won Deals.
- View closed deals by owner or time period.
- Lost Deals.
- Analyze why deals were lost to improve conversions.
- Custom metrics.
- Define and calculate sales metrics using your own formulas to meet your unique requirements.
- Custom Fields.
- Filter and group data by custom fields to refine your reports.
Ready to transform your agency?
Get started with Metric AI today and see the difference
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