Metrava OS: your commercial operation connected in one system.
Your business's commercial operating system: one environment where every opportunity enters, moves forward, gets documented, gets collected and becomes a decision.
We do not install it the same way for everyone. We configure it around your channels, tools, processes and data.
- 10connected modules
- 1source of truth
- 0manual handoffs
Your business's commercial operating system.
It's not a collection of tools: it's an infrastructure where everything writes to the same commercial record — from the moment an opportunity enters until it becomes a decision.
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Connects the full cycle
From entry to revenue: every stage writes to the same commercial record.
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Data born from the operation
Every figure comes from a real operation, not a sheet someone filled in by hand.
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Tailored to your business
Every implementation is configured to your operation: your stages, your documents, your reports, your currency.
Ten modules. One truth.
Every module writes to the same source of truth. What enters through one module is available in the next —no re-keying, no exports.
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Leads
Every contact captured and attributed to its source.
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CRM / Pipeline
Clients, stages, and follow-up in one place.
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Clients
A living record with the full commercial history.
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Proposals
From interest to a document, tied to the contract.
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Contracts
Agreements tied to revenue and the invoice.
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Invoices
Every invoice issued and tracked, no loose sheets.
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Collections
Visibility of what's pending, overdue, and collected.
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Tasks
Follow-up with an owner and a date, not in someone's memory.
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Reports
Source to revenue, without building anything in a spreadsheet.
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Executive Center
The operational truth of the business, every morning.
From entry to decision, without losing the thread.
Nine connected stages. Each stage inherits the context of the one before it: nothing gets re-keyed, nothing gets lost along the way.
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01Entry
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02Lead
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03Follow-up
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04Proposal
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05Contract
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06Invoice
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07Collection
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08Report
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09Decision
What Metrava OS can do.
Eight capabilities operating on the same commercial record — implemented and configured for your business.
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01 · Capture
Capture every opportunity, wherever it comes from
Leads enter automatically from your website, campaigns, referrals, WhatsApp, forms or manual records — each with its source, campaign, UTM data, device and context. Nothing arrives loose: every opportunity is classified and assigned to an owner.
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02 · Follow-up
Follow up without relying on anyone's memory
Every lead has a status, owner, notes and history. If it remains uncontacted, the system creates automatic reminders until someone acts. Tasks and follow-ups live in a prioritized board connected to the lead, client or invoice they belong to.
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03 · Conversion
Turn leads into clients without losing the thread
Conversion preserves the full context: where the lead came from, what they care about, what was said and what should happen next. Each client becomes a source of truth with a complete timeline: notes, emails, proposals, contracts, invoices, projects and the next best action.
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04 · Documents & billing
Quote, contract and invoice in the same flow
Bilingual proposal and contract generators sent by email from the system. Invoicing with automatic numbering, configurable currency based on your operation, clear statuses —draft, sent, paid, overdue— and an implementation + monthly model. Accounts receivable shows expected vs. collected amounts by period.
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05 · Visibility
See the business every morning: Executive Center
An executive panel with the indicators leadership needs to make decisions: revenue, pipeline, collections, conversion, new and uncontacted leads, channel performance and critical tasks. Exportable reports and recurring reports sent automatically by email.
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06 · Organization
Organize the work around the client
Client-based projects with stages, notes and owners; automatic onboarding with checklists when a client closes; ready-to-use campaign segments —active clients, open leads, pending balances— and one-click data exports.
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07 · Control
Operate with control and traceability
Users with roles and permissions, an audit trail for every action and continuous system health monitoring, with alerts when something needs attention.
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08 · Built-in AI
Built-in AI assistance
Metrava OS can integrate AI assistance using the information already inside the system: drafting email or WhatsApp follow-ups, suggesting next actions, summarizing commercial context and proposing segmented campaigns. Activation and scope are configured based on package, volume and business needs.
What leadership sees every morning.
The Executive Center brings revenue, pipeline, collections, conversion, sources, and critical tasks into one view. Each data point shows its status —verified, in review, or pending— through the datum beneath each figure. Built-in AI summarizes, prioritizes, and flags what needs attention — so the business becomes legible and governable for whoever decides.
- Verified
- In review
- Pending
Designed around your operation.
Metrava OS is not a generic platform that forces your business to adapt to it. Each implementation is designed around your operation: your channels, your tools, your data, your domain and your brand.
- WhatsApp Business
- Stripe
- Azul
- Mailchimp
- Brevo
- Resend
- Google Calendar
- Outlook
- DocuSign
- QuickBooks
- Xero
- Google Ads
- Meta Ads
- Custom APIs
- Tailor-made modules
Integrations available based on diagnostic and scope.
Every Metrava OS installation is yours: your system, your data, your domain and your brand — implemented, supported and monitored by Metrava Systems.
For operations where the disorder is already showing.
If your commercial activity lives across several disconnected tools, Metrava OS brings it into one system.
Businesses with leads from many channels
Website, WhatsApp, social, referrals —with no single source of truth.
Companies losing track of follow-up
The pipeline depends on one person's memory.
Teams handling documents by hand
Proposals, contracts, invoices, and collections in loose tools.
Operations that need visibility
Seeing the operational truth before scaling the business.
So it's clear what you're choosing.
Metrava OS is operational infrastructure, not one more loose piece.
- Not a generic CRM
- Not a decorative dashboard
- Not a standalone website backend
- Not a disconnected inbox of forms
Start with a diagnostic.
We assess how your business captures, follows up, documents, and collects today —and recommend the level of Metrava OS that fits. Packages are exactly that: implementation levels of the same system.