Salesforce Integration with Metric.ai

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Automatically import the clients, deals, projects, employees, and revenue of your consulting firm from Salesforce

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 Salesforce

Salesforce is world's #1 platform for sales.

1. Account and contact management
2. Opportunity management
3. Lead management
4. Business process
5. Workflow and approvals
6. Customization

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