MetaBiz Description
Metabiz is a multi-platform business management software that can handle both Workflow Management and Customer Relationship Management. It is Claris FileMaker-based software that was originally developed in FileMaker 12. It has been upgraded several times and currently works with Claris FileMaker 19. We offer customization to meet the specific needs of each client.
MetaBiz Alternatives
Connecteam
Connecteam is an all in one employee app that was specifically designed for non-desk employees. It provides all the necessary capabilities to manage and operate field employees, including communication features, workflows and scheduling, as well as time clock.
Just a few clicks and you can bring together your deskless workforce. Your desktop Launchpad allows you to collaborate, manage operations, develop professional skills, and monitor employee engagement. In minutes, you can create a fully-branded mobile app for your company. You can add safety checklists, orientation courses, product catalogues, and shift management to your mobile app. Or, you can customize the features to suit your needs. You can also gain insight into how your team interacts with company assets and take steps to improve efficiency. Connecteam allows managers and employees to automate their processes and allow them to focus on growth.
Integrations include Google Calendar, Gusto, QuickBooks Payroll, Xero and others.
Learn more
Planfix
The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance.
Planfix’s platform combines task and project management, CRM, sales, marketing, production, logistics, support service, accounting, and HR in one full-featured solution. Data is seamlessly transferred from one team to another - for example, a transaction at the implementation stage becomes a project and then is transferred to support.
Planfix is equally well suited for businesses and non-profit organizations, public associations, or any other group of people working towards a common cause.
Trusted by 7724 companies, automates business workflows of more than 68 000 users.
Learn more
Clari Copilot
Clari Copilot (previously Wingman) transforms your revenue team by enabling them to win every revenue-critical situation.
Clari Copilot’s conversation intelligence platform gives reps and managers everything they need to compete fiercely and spot revenue leaks. They can also close deals faster.
Clari Copilot and Clari together give you everything you need to manage revenue on a single platform. Clari Copilot stores your conversation data right where your sales team is working, Clari.
Clari Copilot is used by top sales teams from Chargebee, Oktopost and Properly Homes to manage their revenue.
Learn more
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Why do our customers choose FileInvite?
1. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. Some clients have consistently reduced document turnaround time by as much as 87.5%.
2. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. Discover what a customer-centric approach to document collection can do for your business.
3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra.
Trusted by customers large and small, worldwide, FileInvite is the pioneer of document collection solutions for customer-centric businesses. Try FileInvite free for 14 days. No credit card required.
Send your first Invite in just five minutes when you sign up for a free account.
Learn more
Pricing
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
MetaSys Software
Year Founded:
1996
Headquarters:
India
Website:
www.metasyssoftware.com/products/metabiz/
Media
Recommended Products
Auth0 for AI Agents now in GA
Connect your AI agents to apps and data more securely, give users control over the actions AI agents can perform and the data they can access, and enable human confirmation for critical agent actions.
Product Details
Platforms
Web-Based
Customer Support
Business Hours
Online Support
MetaBiz Features and Options
Workflow Management Software
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
MetaBiz User Reviews
Write a Review- Previous
- Next
