Sales pipeline
Capture a stranger. Close a deal. On one board.
Metiva captures a lead the moment someone fills in a form or sends a message, scores it, moves it across a pipeline your agency actually uses, and closes it into a signed contract and a paid invoice. Same record, start to finish. No retyping, no second tool.
30 minutes, no slides. We map your current stack live. Dutch or English.
A real Metiva sales pipeline with demo data, not a render.
Every lead, every source, on one board
One record, not five copies
A pipeline is only as honest as the data under it.
Most agencies run a CRM wired to an inbox, a contract tool, and an invoicing tool, and each one keeps its own copy of the customer. The numbers drift, the contact shows up twice, and someone spends Friday reconciling. Metiva is built the other way around. The lead, the deal, the contract, and the invoice are the same record seen from different angles. What you sold and what the ad produced describe one truth, because they read from one record.
Capture
Every lead lands on the board, however it arrived.
A visitor who fills in a form, a WhatsApp that arrives in the inbox, or a name you type after a call all become a lead the same way, on the same board. Capture is deduplicated on email, so the same person never lands twice.
- Website pixel: the first-party mtv.js snippet captures the original ad click ID on the visit, so a new form submission already carries its first touch.
- Inbound message: a conversation from any of the twelve inbox channels becomes a lead without retyping a thing.
- Manual intake: add a lead by hand after a call. Deduplicated on email, so your board stays clean.
- +14Visited pricing twice2h ago
- +9Opened the proposalYesterday
- +6Replied within an hourMon
Score and qualify
Know who to call first, before anyone picks up the phone.
Metiva scores every lead automatically on four factors and grades it from cold to on-fire. Scores re-run on a schedule and on demand, and every change is kept, so you can see exactly why a lead heated up instead of guessing.
- Multi-factor scoring across intent, profile fit, behavior, and urgency.
- A BANT-style qualification step, so a lead is sales-ready before the handoff from marketing.
- Append-only score history. No silent overwrites, no lost context.
The pipeline
Move a deal from first touch to closed-won, on one board.
A kanban over the stages your agency actually uses, not a generic template. Drag a deal forward and the board updates pipeline value, win rate, and the conversion funnel in real time. Leadership sees pipeline health without a spreadsheet, and reps see exactly where every deal stands.
- Company-configured stages. Set the pipeline once to match how you sell.
- Live pipeline value, win rate, and a conversion funnel across the whole board.
- Every deal carries its first-touch source, visits-before-sale, and time-to-sale.
Illustrative sample pipeline. Stages, values, and scores are configured per agency.
The wedge, wired in
When a deal is won, the ad platforms hear about it.
Because the deal and the attribution read the same record, advancing a stage can fire a server-side conversion to Meta, Google, LinkedIn, and TikTok with the original ad click ID. The platforms optimize toward the deals that became revenue, not the form-fills they can no longer see. This is the post-iOS14 fix, built into the board your team already works in.
- First-touch source, visits-before-sale, and time-to-sale on every deal.
- Server-side conversion upload with deduplicated event IDs and automatic retries.
- Reporting per client, under your own brand.
- Meta CAPIevt_8f21a4 deduped
- Google Enhanced Conversionsevt_8f21a4 deduped
- LinkedIn CAPIevt_8f21a4 deduped
- TikTok Eventsevt_8f21a4 deduped
One record, every module
The same customer record the whole system reads from. No copies, no drift.
When a lead converts, it reuses the person Metiva already knows, the one the inbox thread, the deal, the contract, the invoice, and the attribution report all point at. Update an email once and it is correct everywhere. This is the difference between a CRM wired to other tools and a CRM that is part of one system.
- Every touch (a visit, a message, a booking, a payment) resolves to one canonical person.
- A signed contract converts one-to-one into an invoice, same line items, same client.
- No nightly sync, no duplicate contacts, no reconciliation meeting.
Built on one system
- 1
- Customer record per real person
- 12+
- Inbox channels feeding the pipeline
- 4
- Ad platforms tied to every won deal
- 8
- Tenant-scoped roles, fail-closed
The identity spine the pipeline is built on
Real adapters, not stubs
Meta, Google, LinkedIn, TikTok
From founder to finance, one registry
Capability counts, not performance promises. We show you the rest live on the call.
Questions
What agency owners ask about the pipeline.
Metiva is priced per company, not per seat: a one-time implementation, then a monthly service retainer priced by the client brands you manage, with unlimited seats. The monthly fee is a service retainer, not software rental: hosting, maintained integrations, support, and accurate attribution. You commit for 12 months, then it is monthly cancellable, with two months free on annual prepay. Tell us how you run and we quote you directly, on WhatsApp or by email.
No. The CRM is part of one system. The lead, the deal, the contract, and the invoice are the same record, connected by real foreign keys, not a nightly sync. There is nothing to integrate and nothing to reconcile.
Yes. Stages are configured per agency to match how you actually sell. You set the pipeline once, and the board, the pipeline value, the win rate, and the conversion funnel all follow it.
Every lead is scored automatically on four factors: intent, profile fit, behavior, and urgency, graded from cold to on-fire. Scores re-run on a schedule and on demand, and every change is kept as an append-only history so you can see why a lead moved.
Three sources, all landing on one board: the first-party website pixel, the unified inbox (twelve channels), and manual intake. Capture is deduplicated on email, so the same person never appears twice.
Yes. A signed contract converts one-to-one into an invoice with the same line items, and the invoice can be paid online. The whole lead-to-paid chain lives on one record.
See it on your own pipeline
One board for capture, scoring, and closing. Wired to the rest of your business.
Bring your current tool list. We will map your lead-to-deal flow live and show you the same record running through the whole system.
30 minutes. No slides. We map your current stack live. Dutch or English.