Salesforce Integration with Metric.ai
for Professional Services Analytics

Automatically import the clients, deals, projects, employees, and revenue of your consulting firm from Salesforce
About Metric.ai
Metric.ai is a business intelligence software tailored for professional services. All crucial measurements of your business are taken from your current tools.

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.

  • Account and contact management
  • Opportunity management
  • Lead management
  • Business process
  • Workflow and approvals
  • Customization
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    Let's Integrate Your Stack of Tools
    with Our Professional Services Analytics