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Solutions · Agencies

Answer a client’s question from their own accounts.

Connect each client’s accounts once, give each a name you recognize, and keep it to yourself or share it with your team.

Try free for 7 days Questions
  • Google Search Console
  • WooCommerce
  • Zoho CRM
Claude
Prepare Northwind’s monthly organic and sales report against last month.
Read Search Console, WooCommerce and Zoho CRM with HeyMetra
Northwind this month: organic clicks +12%, store sales +6%, leads −4%. The click gain came from the new guides, but guide visitors don’t fill in the form; suggest adding a quote form to the guides.
Turn it into the client PDF, one chart per metric.
northwind-october.pdfPDF · 4 pages
Reply to Claude…

Four hours on every client report, every month.

The accounts you already use.

Accounts

For agencies that report on several clients: HeyMetra connects each client’s accounts once, under that client’s name, and you ask your AI assistant about one client or all of them together, without their accounts mixing.

Send the answer on to Slack Telegram Email

Ask it the way you would ask a colleague.

Questions

Same question, same AI assistant. On the left it cannot see your accounts; on the right it reads them, answers and sends the report.

Without HeyMetra

Claude
For each client, how did search clicks and new leads move this month?
I can’t see your Google Search Console and Zoho CRM. Download each client’s Search Console and CRM reports and paste it here, and I’ll work it out.

With HeyMetra

Claude
For each client, how did search clicks and new leads move this month?
Read with HeyMetra
Clicks rose for 3 clients, out of 5 clients; leads fell only for Client B (-18%).
Make this a PDF and email it to the team every Monday at 9:00.
  • report.pdfMade by Claude
  • Every Monday at 9:00Claude scheduled task
  • Sent to team@yourcompany.comFrom your own address, with HeyMetra email

Without HeyMetra

ChatGPT
Which client’s clicks rose without sales rising?
I don’t have access to Google Search Console and WooCommerce. If you export each client’s clicks and orders and share it, I can compare.

With HeyMetra

ChatGPT
Which client’s clicks rose without sales rising?
Read with HeyMetra
Client C: clicks up 22%, orders flat. The rise came from blog pages.
Make this a PDF and email it to the team every Monday at 9:00.
  • report.pdfMade by ChatGPT
  • Every Monday at 9:00ChatGPT scheduled task
  • Sent to team@yourcompany.comFrom your own address, with HeyMetra email

Without HeyMetra

Grok
For the monthly report, give me each client’s clicks, orders and leads in one table.
I’m not connected to Google Search Console, WooCommerce and Zoho CRM. Upload three reports for every client as CSV and I’ll try.

With HeyMetra

Grok
For the monthly report, give me each client’s clicks, orders and leads in one table.
Read with HeyMetra
The table is ready for 5 clients: clicks, orders, leads and the change from last month.
Email this to the team.
  • Sent to team@yourcompany.comFrom your own address, with HeyMetra email

Without HeyMetra

Perplexity
Which client has the most open work in Jira, and how are their clicks doing?
I can’t reach your Jira and Google Search Console data. Share Jira’s open issues and each client’s clicks and I’ll look into it.

With HeyMetra

Perplexity
Which client has the most open work in Jira, and how are their clicks doing?
Read with HeyMetra
Client A has 9 open issues; their clicks have fallen for two weeks (-11%).
Email this to the team.
  • Sent to team@yourcompany.comFrom your own address, with HeyMetra email

Set it up once. Then just ask.

How it works
  1. 01

    Connect your accounts

  2. 02

    Add HeyMetra to your AI assistant

  3. 03

    Ask

Where each assistant adds it

It reads freely. It changes nothing without you.

Trust
How approval works

You might be wondering

Do you cover ad accounts?

Google Ads, Meta and Google Analytics 4 are coming. Today you can connect each client’s search, store, CRM and payment accounts.

Do clients’ accounts get mixed up?

Each connection is one account with its own name. It stays yours alone, or you share it with your whole workspace.

What does it cost?

Each plan has one monthly price, shown below, and the first 7 days are free. Plans differ in how many accounts you connect and how many people use them, and every live connector works on every plan. Forgot to cancel the trial? Write to us within 24 hours of the first payment and, if HeyMetra has not been used since, we refund it in full.

Can it change anything in my accounts?

Only in an account you allowed to take changes when you connected it. Your AI assistant says in the chat what it wants to change, and nothing changes until you say yes there. HeyMetra cannot undo a change afterwards.

Plans and what each one covers.

Pricing

For the accounts on this page we suggest Superior.

  • Starter

    For one person starting with their main account.

    $6$5/mo

    billed monthly $60 billed annually, save 17%

    Try free for 7 daysTry free for 7 days
    • 2 connectors at once
    • 2 accounts across them
    • 1 seat
    • Unlimited conversations

  • Most popular

    Pro

    For a small team running several accounts together.

    $19$15.83/mo

    billed monthly $190 billed annually, save 17%

    Try free for 7 daysTry free for 7 days
    • 5 connectors at once
    • 10 accounts across them
    • 2 seats
    • Unlimited conversations

  • Superior

    For teams and agencies with many accounts to connect.

    $49$40.83/mo

    billed monthly $490 billed annually, save 17%

    Try free for 7 daysTry free for 7 days
    • 50 connectors at once
    • Unlimited number of accounts
    • 3 seats
    • Unlimited conversations

  • Enterprise

    For organizations with custom scale and security needs.

    • Custom connectors
    • Custom accounts
    • Custom seats
    • Unlimited conversations

    Contact us

    Contact sales
Compare plans →

Try it on your own accounts.

Try free for 7 days