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Metrosales

AI-Native · 11 Core Modules

Stop managing sales. Start automating outcomes.

MetroSales isn't a feature list — it's an AI engine built to make every rep on your team perform like your best rep. Engage more. Nurture smarter. Close faster. At scale.

Book a demoExplore the modules
MetroSales platform11 modules
Drip Configuration Lead Assignment Hierarchy AI Assist Marvis AI Inbound Calls AI Outbound Calls Smart Dialer MetroCampaigns MetroInsight Builder MetroRoster Meeting / Visit Forms One AI engine
Capture · Route · Engage · Understand · Nurture · Measure
01
Capture & assignment
Leads routed to the right rep in the first second.
 02
Voice & call intelligence
AI voice agents, a full dialer and AI call summaries.
 03
Marvis
An AI SDR that keeps every lead card moving.
 04
Omnichannel
Campaigns on WhatsApp, email and SMS from one console.
 05
Drip journeys
Stage-based nurture that hands over stalled leads on time.
 06
Insights
No-code reports, scheduled and exported in a click.
50Mn+
Leads processed
120+
Businesses powered
33%
Faster pipeline speed
20%
More revenue, faster

01 · Capture & assignment

Every lead captured, owned and answered — in the first second.

Lead Assignment Hierarchy

The right lead. The right rep. The very first second.

Speed-to-lead wins deals. The moment a lead is created, Lead Assignment Hierarchy routes it to the best-fit rep or team using the rules you define — lead source, location, product, project or any combination. No manual sorting, no spreadsheets, no leads waiting in a queue while a competitor calls first.

  • Instant auto-assignment — leads are allocated the moment they enter the system, 24x7.
  • Rule-based routing — assign by source, campaign, city, region, product, project or custom fields.
  • Multi-level hierarchy — set primary, secondary and fallback owners so every lead always has a home.
  • Balanced workloads — distribute leads fairly across your team to keep reps productive and response times low.
  • Full accountability — clear ownership from the first touch, with every assignment tracked.
See assignment in action
Assignment engine routing
EDNew lead: Emily DavisGoogle Ads · Riverside · ₹1.4 Cr

Checking 12 reps…

  • Sarah M. — Riverside specialist, 78% win rate on Google Ads
  • Available now · 4 of 15 leads
  • Budget, area and project all match
Assigned to Sarah M. in 2.8s · WhatsApp alert sent

02 · Voice & call intelligence

Every call answered, worked and understood.

AI Assist

Every call, understood. Every next step, ready.

Your reps should be selling, not taking notes. AI Assist listens to every sales conversation, writes a crisp summary, reads the prospect's sentiment and recommends the best plan of action. It then updates the prospect's record automatically — so the CRM is always accurate and the next conversation starts exactly where the last one ended.

  • Automatic call summaries — key points, requirements and objections captured in seconds.
  • Sentiment analysis — know instantly whether a prospect is hot, hesitant or slipping away.
  • Suggested next actions — AI-recommended follow-ups that help every rep sell like your best rep.
  • Hands-free record updates — lead fields and notes are filled in automatically after every call.
  • Zero admin time — reps spend more time on conversations and less on data entry.
See call intelligence live
Call intelligence · Emily Johnson8m 42s

EmilyOur budget is around 1.1 to 1.2 crore, and the bank has pre-approved us.

RepDo you prefer east-facing? We have two in Riverside.

EmilyYes! Could we see them this weekend?

Signals found

Budget ₹1.1–1.2 CrLoan pre-approvedWants visit this weekEast-facing
PositiveSentiment
HighUrgency
89/100Score
Logged to CRM: send shortlist on WhatsApp, book Saturday visit, follow up Friday 5pm.

AI Inbound Calls

Your office closes. Your sales line never does.

Prospects call when it suits them — late evenings, weekends, holidays. MetroVoice AI Inbound makes sure every one of those calls is answered. The AI voice agent picks up, holds a natural conversation, captures the prospect's requirements, updates the lead card and creates follow-up tasks for your SDR. By the time your team logs in, warm leads are waiting with full context.

  • Zero missed calls Every after-hours enquiry is answered, not sent to voicemail.
  • Natural AI conversations Engages prospects, answers basic queries and qualifies interest.
  • Automatic data capture Key details are recorded straight into the lead record.
  • Ready-made follow-ups Tasks are created for the SDR so the next morning starts with action.
  • 24x7 coverage without extra staff Extend your sales hours without night shifts.

AI Outbound Calls

Scale your outreach. Not your headcount.

Put your calling list to work with an AI agent that dials, talks and qualifies. MetroVoice AI Outbound calls your prospects, engages them in natural conversation, captures what matters and updates the lead card automatically. Every interested prospect comes with a follow-up task for your SDR, so your team spends its time on conversations most likely to close.

  • AI-driven calling at scale Reach large prospect lists quickly and consistently.
  • Engaging, human-like conversations Introduce offers, gauge interest and qualify leads.
  • Instant record updates Every response is captured and saved to the lead card.
  • SDR-ready handoffs Follow-up tasks are created for prospects who need a human touch.
  • Ideal for re-engagement Revive old, cold or unresponsive leads without draining team bandwidth.

Smart Dialer

One dialer. Total control over every conversation.

MetroVoice Dialer is a complete calling command centre for your sales floor. Launch and manage call campaigns, listen in live, whisper guidance to reps mid-call, and loop in other departments or bring everyone into a conference — all from one screen. Every call is recorded, and built-in analytics show exactly how your team spends its time: talk time, connected calls, missed calls and overall effectiveness.

  • Call campaign management Create, launch and monitor calling campaigns with ease.
  • Live listen Supervisors hear conversations in real time for quality and coaching.
  • Whisper coaching Guide a rep privately mid-call without the prospect hearing.
  • Call merge and conference Bring in other departments or experts to close faster.
  • 100% call recording Every conversation saved for training, audits and dispute resolution.
  • Productivity analytics Track talk time, connected vs missed calls and effectiveness per rep, per day.

03 · AI that works every lead

An SDR for every lead, without the headcount.

Marvis

Your AI sales teammate that never misses a detail.

Meet Marvis — the AI that thinks like your best SDR. Marvis reads a prospect's entire story: the full timeline, every event, every field and every interaction across channels. It then summarises where the deal stands, recommends what to do next, moves the lead to the right funnel stage, creates follow-up tasks and even sends outbound messages. Every lead card stays current, complete and ready to act on — as if a dedicated SDR were tending to each one.

  • 360° context analysis — understands the complete prospect journey, not just the last touchpoint.
  • Instant deal summaries — get the full picture of any lead in seconds, before you pick up the phone.
  • Smart recommendations — data-backed suggestions on the next best action for every prospect.
  • Autonomous funnel updates — moves leads through your sales stages based on real engagement.
  • Auto-created tasks — follow-ups are scheduled for the right rep at the right time.
  • Proactive outreach — pushes outbound messages to keep prospects engaged without manual effort.
Meet Marvis
AI draft · from 14 profile details2.3s
West-facingSchool nearbyLoan ₹1.1 Cr
Rep approvesSend
Delivered · read · Emily is typing…
3.4×Reply rate
1-clickApprove
3Channels

04 · Omnichannel engagement

Every channel, every message — one campaign console.

MetroCampaigns

Every channel. Every message. One campaign console.

Reach prospects wherever they engage — WhatsApp, email and SMS — from a single console. Design reusable templates, get WhatsApp templates Meta-approved, then schedule or broadcast to targeted audiences in a few clicks. Failed deliveries are automatically retargeted, and email delivery and open tracking show you exactly what's landing.

  • Multi-channel templates — build WhatsApp, email and SMS templates in one place.
  • Built-in Meta approval — submit and manage WhatsApp template approvals without leaving the platform.
  • Schedule or broadcast — send now or plan campaigns for the perfect moment.
  • Retarget failed messages — automatically re-reach prospects whose messages didn't get through.
  • Delivery and open tracking — measure email delivery and opens to optimise every campaign.
Voice & GSIPClick-to-call, SIM hosting, IVR
Video meetingsBuilt-in, recorded, AI-transcribed
See omnichannel in action
Voice AI · live call 00:00
DR
David ReedInbound · +91 98•• ••43 10

AI agentHi David, thanks for calling MetroSales. How can I help?

DavidWe're comparing CRMs — our current one misses calls.

AI agentEvery call here is answered in under 3 seconds. How many leads a month?

DavidAbout 2,000.

Playbook tip: ask about missed-call pain points, then offer a dashboard demo.

05 · Drip journeys

Nurture on autopilot. Never let a lead go cold.

Drip Configuration

Build the journey once. It runs for every lead.

Every lead moves at its own pace, and Drip Configuration makes sure your follow-up keeps up. Build automated drip journeys that trigger the right message at the right lead state, reassign leads across teams at defined intervals, and reach prospects on WhatsApp the moment a key event happens. Your pipeline stays warm, consistent and moving — without anyone setting a reminder.

  • State-based drips — schedule messages that fire automatically as a lead moves from New to Contacted, Interested, Site Visit and beyond.
  • Smart inter-team handoffs — auto-reassign untouched or stalled leads to another team after a set interval, so no opportunity sits idle.
  • WhatsApp at the right moment — send timed or event-triggered WhatsApp messages where your prospects already are.
  • Interval and event triggers — combine time-based and action-based rules to build journeys that react to real buyer behaviour.
  • Consistent follow-up at scale — every lead gets the same disciplined nurture, whether you handle a hundred or a hundred thousand.
See a drip journey live
Drip builder · Skyline launchActive
TriggerLead stage becomes “Interested”
Wait 2 days
Send WhatsAppTemplate · Floor plans & offer
Meta approved
If replied Move to Meeting Scheduled
No reply in 48h Reassign to Team B + SMS
1284leads in journey 71%replied 0left untouched

06 · Insights & reporting

Your pipeline has the answers. MetroSales makes sure you hear them.

MetroInsight Builder

Your data, your reports — no code required.

Stop waiting on IT for the numbers you need. MetroInsight Builder lets anyone on your team create custom reports in minutes. Pick the fields you want, apply aggregation rules, organise data into groups and sub-groups for clear, decision-ready views, then save and schedule reports to arrive automatically. Need to dig deeper? Export to Excel in one click.

  • No-code report building — drag-and-select from your configured fields; no technical skills needed.
  • Powerful aggregations — sum, count, average and more to turn raw data into insight.
  • Groups and sub-groups — structure reports by team, source, project, stage or any dimension.
  • Save and schedule — have key reports delivered on a schedule, so leaders always have current numbers.
  • One-click Excel export — take your data anywhere for further analysis or sharing.
MetroInsight Builder
SourceProjectStage
Count of leads
Source›Project
SourceProjectLeads
FacebookSkyline412
Google AdsSkyline268
Walk-inRiverside155
ReferralHillcrest97
Every Monday · 9:00 Export to Excel
  • 01 Live dashboards Numbers update as work happens — not at the end of the day.
  • 02 Build it yourself Pick fields, group and filter — no code, no IT ticket.
  • 03 Every level covered From each rep to the whole company, in one view.
  • 04 Export in one click Send any report to Excel, or schedule it to your inbox.

07 · Team & field operations

Coverage that never drops — in the office or on site.

MetroRoster

Reps take a day off. Your leads don't.

A lead assigned to an absent rep is a lead at risk. MetroRoster is a complete roster management console where you define each rep's working days, weekly offs and holidays. Lead assignment adapts automatically — new leads go only to reps who are available, so every enquiry gets a prompt response no matter who's on leave.

  • Centralised availability Manage working days, shifts, weekly offs and holidays for your whole team in one console.
  • Availability-aware assignment Leads are routed only to reps who are on duty.
  • No leads left stranded Eliminate gaps caused by absences and unplanned leave.
  • Works with Lead Assignment Hierarchy Your routing rules stay intact while respecting the roster.
  • Less manual juggling Managers no longer need to reassign leads by hand.

Meeting / Visit Forms

Every walk-in, captured. Every visit, counted.

The moment a prospect walks into your office, site office, showroom or event venue, Meeting / Visit Forms capture the details on the spot. Record who visited, what they're interested in and the outcome of the meeting — straight into the lead record. Footfall is tracked in real time, giving managers a live view of walk-ins and site visits across every location.

  • On-the-spot capture Log visitor details and requirements during the meeting, not after.
  • Works anywhere Use at offices, project sites, showrooms, events or any meeting location.
  • Real-time footfall tracking See walk-ins and site visits as they happen, across locations.
  • Linked to the lead record Visit details flow straight into the prospect's timeline.
  • Measure offline conversion Connect site visits to bookings and understand what drives them.

Ready to see it in action?

See every feature live in a 30-minute demo — tailored to your industry, team size and current sales process.

Book my 30-minute demo

Integrations

Plugs into your existing stack. Instantly.

MetroSales connects natively with the platforms your team already uses — from lead sources and payment gateways to automation tools and communication APIs.

Animated diagram: sources such as Facebook, Instagram, WhatsApp and Google Ads send leads to MetroSales, which creates the lead, updates fields, scores it, assigns a rep, schedules a call and creates a follow-up task.

Need a custom integration? Our API and webhook support connects MetroSales to virtually any platform. Talk to us about custom integrations

Frequently Asked Questions

Everything you need to know

Start today

Ready to stop managing leads and start closing deals?

See every feature live in a 30-minute personalised demo — tailored to your industry, team size and current sales process.

Book a free demo