• Metis Professional Services CRM
  • Powered by Saleslogix
  • Client Satisfaction
  • Client Value Analysis
  • Data Validation
  • dotmailer Integration
  • Fee Earner Dashboards
  • Instant Access
  • List View
  • Mobile CRM Access
  • Networking
  • Outlook Integration
  • Preference Centre
  • Phone Dialogue
  • Referrals
  • Taxi Report
  • Timelines

Metis Professional Services CRM

Client Relationship Management for professional service firms, Metis CRM is designed to work the way you do. Acquire new clients, maximise cross selling opportunities and build lasting client satisfaction with this advanced CRM solution.

Why we recommend Metis CRM

As the authors of Metis Professional Services CRM, we recommend it because we believe in it. Metis has been designed to work the way professional services need, rather than forcing fee earners to adapt to suit the needs of a CRM system.


From £25.00 per user, per month.

CRM for Professional Services

Fee Earners CRMFor Fee Earners

Develop a greater understanding of your clients with a 360° view of your relationship. Access key information, anywhere, anytime, including “taxi” reports summarising all recent interactions with your client across the firm.

Marketing CRMFor Marketing

Track relationships with prospects and clients, send targeted communications, monitor social activity and assess campaign ROI. Integrate your email marketing with Metis CRM to enhance your marketing message.

Professional Services CRMFor Personal Assistants

Seamless integration with word processing, time and billing, email, data quality and document management systems help you to focus your efforts where they’re needed – not on repetitive tasks.


Metis CRM has increased the efficiency of the 50+ events run per year and has vastly improved marketing communications.

What you can Expect from Metis Professional Services CRM


Any professional services firm will understand that there are a list of tasks and jobs that need to be done, but that get put off indefinitely in favour of seemingly more important tasks. Thank you letters or confirmation of appointment messages, for example. Metis CRM helps to make sure these important tasks are completed by automating many of the more time consuming elements.