CRM
Build the business applications your work actually needs — properties, case files, contracts, vehicles, sites, citizen requests — and link them to your customers. No development, no project: they become segmentable, automatable and mail-mergeable straight away.
No credit card required
How it works
Define an object like "Property", "Case file", "Contract" — with its fields (text, number, date, list, checkbox) — in minutes, right in the interface. Every record has its own page, its links and its place in the CRM navigation.
A Metaventus object isn't a dead table: segment your contacts by the properties of their linked objects ("owners of a property in Lyon"), inject properties as variables into your messages, trigger automations on creation or update.
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Use cases
Detailed scenarios with figures, where this hub plays a central role: the starting situation, what gets put in place, what it shifts.
19 municipalities, one front door for residents.
Discover Local government34 rural municipalities, 41,000 residents, and a four-person processing team.
Discover Housing12,000 homes, and a complaint that no longer vanishes between caretaker and contractor.
Discover Local authority60,000 residents, 4,200 benefit applications a year, and documents requested three times over.
Discover Local authority14 nurseries, 1,200 requests a year, and families informed before they call.
Discover Local authorityOne adviser per 400 businesses, events, training, and follow-up that holds.
Discover Healthcare6 homes, 480 residents, and a reception desk on the phone all day.
Discover Legal9 lawyers, 2 assistants, 40 calls a day and 63% landing during a hearing.
Discover Legal4 notaries, 34 staff, 1,100 files a year and five parties to inform per file.
Discover Legal4,800 amicable files a year, 12 staff, and 38% recovered before any proceedings.
Discover Services4,200 policies, 11 staff, and 9% of cancellations nobody saw coming.
Discover Real estate3 branches, 240 mandates, and a six-hour first response time.
Discover Real estate90 buildings, 5,400 units, and 220 calls a day across three managers.
Discover Training1,800 learners a year, 62 sessions, and an average fill rate of 68%.
Discover Retail18,000 subscribers, 4,200 questions a month, and one question asked fifteen ways.
DiscoverFAQ
The Discover plan includes one custom object; higher plans allow more. Each object can hold as many records as needed.
A real estate agency creates a "Property" object (address, size, price, status), links it to owner and buyer contacts, segments "buyers looking in Lyon", and automates an email about new matching properties — with the property's properties used as variables.
No: the object, its properties, its views and its links are all built from the interface. That is what lets you model a business in an afternoon rather than in a project.
Yes: a scenario can fire on the creation or change of a record, and its variables are usable in emails and SMS. A contract reaching its due date can launch its own follow-up.
Yes, by file with column mapping, through the import worker — the same path as contacts, so large volumes do not saturate the service.
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
