Freshsales Integration with Metric.ai

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Automatically import the clients, deals, and revenue of your consulting firm from Freshsales

About Metric.ai

Metric.ai is a financial planning software tailored for professional services. Control profitability, rates, cash flow, hours and utilization from your CRM, project management, time tracking and finances software without any workflow changes.

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About Freshsales

With Freshsales CRM, your team can now use AI-based lead scoring, built-in phone, email, activity capture and more. 360° customer view Lead scoring Auto profile enrichment Auto lead assignment Appointments, tasks, notes and files Web forms

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