The intelligent CRM that runs your whole business

French CRM software designed for SMBs, which holds the entire customer relationship on a single record. Contacts and companies bring together contact details, properties, notes, attachments and the full timeline of interactions: emails opened, calls made, meetings booked, quotes sent. What your team does elsewhere in Metaventus lands here, automatically.

• Full activity history, time-stamped
• Notes, documents and records linked to each other
• Custom fields visible in lists and filters
• Bulk actions: edit, assign, archive in one operation
• Global search: contact, company, opportunity, task, object

Set your criteria once — “active customers in Paris, email consent, purchase less than six months old” — and the list lives its own life: every contact who meets the conditions joins it, every contact who no longer does leaves it. Your campaigns and automations always target the right person, never an export from three weeks ago.

• AND / OR conditions on every property, standard or custom
• Consent by channel built into targeting
• Live count while you build
• Cross-criteria on your custom objects
• Static lists for your one-off selections
• Usable as they are in campaigns and automations

A contact on its own says very little. With custom objects, you model what your business actually deals with — contracts, properties, cases, equipment, subscriptions — and you link it to your contacts and companies. Then you put that data to work in your segments, your campaigns and your automations: the right message, to the right person, every time. Without a line of code.

• Model contracts, assets or any structure specific to your business
• Link each object to its contacts and its companies
• Segment on their properties: “rent > €900”, “contract expires in 30 days”
• Personalise emails and SMS with their data
• Trigger automations from your objects — no code

Organise your opportunities in one or several pipelines with custom stages, move them around in Kanban, and let scoring prioritise what deserves your energy. The weighted pipeline calculates your forecast based on the probability of closing.

• Custom stages and Kanban view
• Opportunity scoring on data and engagement signals
• Weighted pipeline and revenue forecasts
• Tasks, due dates and reminders attached to deals

An email to send, a call to make, a meeting to prepare: every task has a type, a priority, a due date and a reminder, and stays linked to the contact or opportunity concerned. You keep it, you assign it to a colleague — or you hand it to the AI agent, which handles it and shows you its progress.

• Typed tasks: email, call, meeting…
• Priority, due date and reminder on each one
• Linked to a contact or an opportunity
• Assigned to a colleague or handed to the AI agent
• Filters: in progress, overdue, done, by assignee

Centralise your documents, work on your PDFs online, and let AI do the reading: OCR, summary, document type, entities and dates detected in one click. No more manual filing.

• Document management: search, filters, ZIP export
• PDF editor: rotate, split, merge pages
• Automatic conversion of images to PDF
• AI enrichment: OCR, summary and detected metadata

How many records, how many companies, how many opportunities open and for what amount: CRM Analytics answers before you have asked the question. The acquisition curve shows new leads and opportunities created over the period — and if something slows down, you see it the same day.

• Contact records, companies, open opportunities, pipeline value
• Acquisition over time: new leads and opportunities created
• Period of your choice: 7, 30, 90 days
• Sales analytics by rep, CSV export