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Metols

Platform Modules

Built for Every Part of Your Operation

Ten modules that cover the full lifecycle of a metal distribution business. Customer acquisition through delivery and collections.

CRM

Customer Intelligence

Account management, contact tracking, and segmentation built for metal distribution. Companies, contacts, tiers, and interaction history.

Key Features

  • Company and contact account management with hierarchies
  • Custom account lists: private, shared, and house accounts
  • Account tier classification (Prospect, Active, VIP, Inactive)
  • Full-text search across names, emails, and companies
  • Advanced filtering by type, tier, industry, location, and tags
  • Account notes and interaction history

Use Cases

  • Organize accounts into targeted lists for sales campaigns
  • Track prospect pipelines from first contact to active customer
  • Segment VIP accounts for priority service and pricing
  • Share house accounts across your sales team for collaboration

Frequently Asked Questions

What modules does Metols include?
Metols includes 10 core modules: CRM (customer and contact management), Sales (quotes, orders, pricing), Inventory (real-time tracking with MTR traceability), Purchasing (purchase orders, receiving, supplier management), Processing (production orders, machine centers, yield tracking), Quality (inspections, NCRs, compliance), Finance (invoicing, AR aging, commissions, credit), Logistics (routes, fleet, shipments, claims), Web (public catalog and customer portal), and AI Agent (conversational assistant with industry knowledge).
Is Metols built specifically for the metals industry?
Yes. Metols is purpose-built for metal service centers and distributors. Unlike generic ERP systems, Metols handles metals-specific requirements natively: CWT pricing with grade and gauge extras, dimensional inventory tracking (width, gauge, length, heat number), processing integration (slitting, shearing, CTL with yield calculation), MTR traceability from receiving through shipment, and remnant tracking for drops and remnants generated by processing.
How does the AI assistant work?
The AI assistant is powered by Anthropic Claude and understands metals distribution terminology and your business data. Ask questions like "What did Thompson Fabrication order last quarter?" or "Which customers have AR over 60 days?" and get answers instantly. The assistant can generate quotes, look up inventory, and analyze sales trends through a conversational interface.
Can Metols handle multi-location operations?
Yes. Metols supports multiple warehouse locations with cross-location inventory visibility, inter-warehouse transfers, location-specific pricing, and consolidated reporting. Sales reps can see inventory across all locations and sell from whichever warehouse has the material in stock.
How long does implementation take?
Most service centers are up and running within 2 to 4 weeks. The platform is cloud-based and requires no hardware. Data migration from existing systems (inventory, customers, pricing) is supported through import tools. Training is role-specific: inside sales, warehouse, and management each receive targeted sessions on their workflows.
Does Metols integrate with my existing systems?
Metols provides REST API access for integration with accounting systems (QuickBooks, Sage, NetSuite), e-commerce platforms, EDI connections with steel mills, freight carrier systems, and other business tools. The API supports real-time data exchange for inventory, orders, invoices, and customer records.
What makes Metols different from generic ERP systems?
Generic ERPs require extensive customization to handle metals-specific workflows. Metols handles them natively: CWT pricing with automatic surcharge calculation, dimensional inventory (tracking by heat number, gauge, width, and length), processing integration with yield tracking, MTR management and traceability, and industry-specific analytics. This eliminates the $100,000+ customization cost and 12-month implementation timeline that generic ERPs require for metal distribution.
Is my data secure on Metols?
Yes. Metols enforces complete tenant isolation at the database level. Every query is scoped to your organization. All data is encrypted in transit and at rest. Authentication supports email/password and OAuth. Your data is never shared with other tenants or used for AI model training.