Metis
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AI-native CRM for roofing

Run your roofing company from one intelligent CRM.

Metis brings your leads, customers, calls, calendar, sales team, territories, tasks and operations into one system — then uses company-specific intelligence to help your team determine what should happen next.

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Built specifically around roofing sales operations.

gometis.app/dashboard
The Metis dispatch dashboard showing setup progress, calls qualified today, appointment inventory and dispatch status

Most CRMs tell you what happened. Metis helps you decide what happens next.

Traditional CRM

  • Stores the lead.
  • Stores the appointment.
  • Stores the rep.
  • Stores the notes.

Metis

  • Understands the opportunity.
  • Helps qualify it.
  • Makes the score explainable.
  • Understands rep eligibility.
  • Helps determine assignment.
  • Tracks what needs to happen next.

System of record + system of action + company intelligence, in one workspace.

One connected system

From first call to final outcome.

Metis is designed around the entire lifecycle of a roofing opportunity — not isolated tools that force your team to move information between systems.

  1. 01

    Lead

    Call or web enquiry lands on one record.

  2. 02

    Qualify

    Your script plus adaptive follow-up questions.

  3. 03

    Score

    Opportunity scored 1.0–10.0 with reasons.

  4. 04

    Book

    Appointment inventory protected, not guessed.

  5. 05

    Dispatch

    Best eligible rep, route and time.

  6. 06

    Sell

    Rep arrives with full context.

  7. 07

    Follow up

    Required workflows tracked to completion.

  8. 08

    Outcome

    Result written back to the same record.

Every stage reads from and writes to the same customer and opportunity record.

The CRM foundation

Everything your team needs. One customer record.

Metis centralises the operational information a roofing company actually works from, so CSRs, reps and managers stop reconciling spreadsheets, inboxes and calendars.

  • Customer
  • Property
  • Lead source
  • Calls & notes
  • Qualification
  • Opportunity score
  • Appointments
  • Assigned rep
  • Tasks
  • Territory
  • Activity
  • Outcome
gometis.app/leads
Metis leads view showing qualified leads with opportunity scores, status and assigned reps

The intelligence layer

Your CRM should do more than remember. It should think.

Metis applies intelligence across the information already moving through your roofing company to help your team qualify opportunities, understand lead quality and make better operational decisions.

Company knowledgeCustomer informationOpportunity signalsRep performanceTerritoryScheduleRouting
Metis intelligence

Next best action

A recommendation your manager can inspect, adjust or override. Metis surfaces decisions — people stay in control of them.

Company intelligence

Teach Metis how your company thinks.

Every roofing company qualifies opportunities differently. Metis works from manager-approved material rather than generic assumptions:

  • Booking criteria
  • CSR scripts
  • Repair vs. replacement guidance
  • SOPs
  • Company rules
  • Calibration examples
  • Manager corrections
  • Historical outcomes where available
Explainable.Correctable.Manager-controlled.
gometis.app/admin/scoring
Metis scoring and calibration admin screen showing readiness, rules and calibration cases

Metis Intelligent Dispatch

The right opportunity. The right rep. The right time.

Metis Intelligent Dispatch goes beyond simply assigning the nearest available rep. It weighs the whole day at once, so a weak closer never inherits an exceptional lead just for being close by.

Opportunity quality
Rep performance
Territory
Availability
Drive time
Route efficiency
Capacity
Best eligible assignment
gometis.app/dispatch
Metis daily dispatch screen showing appointment assignments per sales rep

Inside the product

Real screens, not stock imagery.

gometis.app/dashboard
Metis dispatch dashboard with setup progress and daily operating metrics

Lead quality, appointment inventory and tomorrow's dispatch at a glance.

Product areas

Four pillars, one workspace.

Customer & opportunity

  • Leads
  • Customers
  • Qualification
  • Opportunity scoring
  • Customer records
  • Follow-up

Sales operation

  • Calendar
  • Sales reps
  • Tasks
  • Manager review
  • Performance

Territory & dispatch

  • Service area
  • Rep territories
  • Coverage map
  • Intelligent Dispatch
  • Routing
  • Mileage

Company intelligence

  • Knowledge base
  • Company rules
  • Calibration
  • SOPs
  • Scoring explanations
  • Manager corrections

Territory & eligibility

Know where your team can actually sell.

Metis keeps two things separate: where the company operates, and where each individual rep can run appointments. Real county, city and ZIP boundaries are rendered per rep, with overlaps and coverage gaps called out instead of assumed.

  • Company service area, including exclusions and carve-outs
  • Per-rep territories with rep colours and overlap detection
  • Coverage gaps where no active rep can take the appointment
  • Routing and dispatch operate on top of that eligibility
gometis.app/coverage-map
Metis coverage map showing company service areas coloured by the sales rep covering each city, county and ZIP, with coverage gaps highlighted

One system. Everyone working from the same information.

CSR

Qualify, book and complete required workflows.

Sales rep

Know the customer, appointment and context before arriving.

Manager

Control scoring, territories, assignments, exceptions and accountability.

Owner

Understand how the sales operation is performing.

One CRM. One operation. More intelligent decisions.

From the first homeowner conversation through the final sales outcome, Metis gives roofing companies one system to manage the operation — and the intelligence to make better decisions along the way.

Build your roofing operation on Metis.

Create your company's private Metis workspace and configure it around how your team operates.

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