Sales
Accounts, relationships, opportunities, pipeline and forecasting.
Optional workspaces
Activate only what your operation needs.
Workspaces are optional, role-based operating environments available through the Marketplace. Once activated, they appear inside the Metatility OS Workspaces menu without creating another application, login, database or data silo.
OS / WORKMETATILITY SYSTEM / ACTIVE
Workspace catalog
Fourteen ways to extend one operating system.
An organization can activate one workspace, several workspaces or the full operating environment. Every selection uses the same Core, Engines, governance and audit history.
Configuration & Quoting
Product configuration, pricing, margin control, approvals and proposals.
Partner Network
Manufacturers, suppliers, distributors, dealers, contractors, territories and certifications.
Products & Catalog
Products, variants, specifications, assemblies, documents and compatibility.
Orders & Delivery
Commercial commitments, fulfillment, scheduling, delivery status and closeout.
Procurement
Suppliers, sourcing, purchase orders, lead times, receiving and exceptions.
Inventory & Assets
Warehouses, stock, equipment, serialized assets, transfers and lifecycle.
Projects
Project development, phases, tasks, milestones, budgets, issues and changes.
Field Operations
Scheduling, mobile workflows, installation, inspection, evidence and closeout.
Service & Support
Cases, warranties, service requests, maintenance and customer support.
Finance
Cost, margin, commitments, billing readiness and operational performance.
Training & Certification
Courses, technical knowledge, assessments, credentials and renewals.
Marketing
Campaigns, content, demand generation, events and partner marketing.
Intelligence
Cross-operational reporting, exceptions, recommendations, simulation and controlled action.
Activation model
Marketplace first. OS menu after activation.
A workspace becomes visible only after the organization activates it and grants the user an authorized role.
01Discover in Marketplace
02Review scope + dependencies
03Activate for organization
04Assign roles + permissions
05Open from Workspaces menu
Configuration & Quoting
QuotX powers the Configuration & Quoting Workspace.
The workspace is activated through the Marketplace and then opened from the OS Workspaces menu. QuotX remains the capability identity, but no longer operates as a separate product.
OPTIONAL WORKSPACE / REVENUE ENGINE
Configuration & Quoting
Configure products, apply authorized price books, test compatibility, protect margin, route approvals, generate proposals and convert the approved commitment into an order—all inside one operating system.
Open Metatility OS01Configuration
02Rules + pricing
03Margin control
04Approval
05Proposal
06Order record
Shared by every activated workspace
The guarantees that prevent another software silo.
One identity and organization
One canonical data model
One permission system
One event and audit history
One search and notification layer
One governed intelligence model
One governed environment