Artificial intelligence
Metaventus AI isn't just another tab: it's woven in everywhere it saves you time — enrichment, scoring, targeting, summaries, writing.
No credit card required
How it works
Smart properties compute, enrich or update fields from your CRM data. SIREN/SIRET enrichment fills in company records from the public registry. OCR reads your documents and extracts a summary, type, entities and dates.
Scoring prioritizes your opportunities based on their data, activities and engagement signals. Recipient suggestions rank your contacts by relevance for each campaign, based on their real 360° activity. Call and conversation summaries save you from replaying an hour of audio.
Go further
A voice agent that greets, qualifies and routes your calls 24/7.
DiscoverEvery call transcribed, summarized and filed in the customer record.
DiscoverA voice agent that makes your outbound calls — reminders, follow-ups, confirmations.
DiscoverUse cases
Detailed scenarios with figures, where this hub plays a central role: the starting situation, what gets put in place, what it shifts.
4,200 policies, 11 staff, and 9% of cancellations nobody saw coming.
Discover Local government19 municipalities, one front door for residents.
Discover Housing12,000 homes, and a complaint that no longer vanishes between caretaker and contractor.
DiscoverFAQ
The AI-powered CRM covers the diffuse intelligence: enrichment, scoring, suggestions, summaries. The agentic CRM goes further: autonomous agents act (answering chat, picking up the phone). Metaventus does both — see the Agentic CRM page.
Yes. Every AI feature is optional and on-demand: nothing triggers without your action or configuration, and credit billing only runs if you use it.
No. Your data stays your data: it's never used to train models, either ours or third parties'. Our public AI Charter details these commitments.
Smart properties — a field whose value is derived from existing data — lead score from real activity, summaries of transcribed calls, OCR and summaries of documents, and recipient suggestions for a campaign.
Yes: a smart property sits on a custom object exactly as it does on a contact. A case, a contract or a property can carry a computed field, and segments build on it.
Another question? Write to us — a human will answer.
Create your free account in two minutes: CRM, telephony, marketing, appointments and customer service — all in one place, with AI built in.
No credit card required
