MetaBiz

MetaBiz

MetaSys Software
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About

Clientshare launched in 2017 with a vision to fix supplier-client relationships on a global scale. From our very first client, to our latest enterprise win, we’ve maintained our passion for helping B2B enterprises retain and grow their customers by giving them the tools to stand out, win trust and deliver exceptional Business Reviews. We have built the world's leading Business Reviews platform, Pulse. Pulse gives your business the tools to manage your entire Business Review and feedback process, measure customer satisfaction through NPS, CSAT and written feedback, and master retention and growth by effectively identifying risks and opportunities with accounts. We work with organisations across Logistics, Facilities Management, Process Outsourcing and Manufacturing to provide them with the tools needed to create, deliver, measure and act on reviews and feedback. If you are a Clientshare Pulse users, please leave a review and share your experience with us!

About

Metabiz is a Multi-Platform business management software with the ability to handle several aspects of Workflow Management as well as Customer Relationship Management. It is a Claris FileMaker-based software originally created in FileMaker 12, it has been upgraded a few times and currently works with Claris FileMaker 19. Every company has its own specific needs which is why we offer complete customization of this product suited to the client’s requirements. This module offers a personalization feature in your client communications which goes a long way in forging long-standing relationships. It also facilitates efficient tracking of your documents and management of your clients & contacts. Projects, Timesheets, Calendars and other work processes can be easily streamlined through this module.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Clientshare Pulse benefits account teams & senior leaders at large enterprise B2B service providers.

Audience

Workflow Management solution for small and medium scale businesses

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Available on request
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • You can very easily see where you have accounts that need some extra attention to prevent churn. This has been essential for us in some key cases. On the other hand, you can also see your team's areas of success and strength, making it easier to celebrate the wins and see where contracts could grow.

Cons

  • I don't see any particular cons with the platform, and the Clientshare team is always asking for feedback which gets acted upon - practicing what they preach!

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Clientshare
Founded: 2016
United Kingdom
www.myclientshare.com

Company Information

MetaSys Software
Founded: 1996
India
www.metasyssoftware.com/products/metabiz/

Alternatives

Alternatives

Jarvis CRM

Jarvis CRM

The Scarpetta Group, Inc.
Pulse Project Management

Pulse Project Management

Pulse Collaboration Systems
Core CRM Pro

Core CRM Pro

Productive Computing

Categories

Categories

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Not Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Not Supported
Customizable Dashboard Not Supported
Document Management Not Supported
Forms Management Not Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

No info available.

Integrations

No info available.
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Claim Clientshare and update features and information
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Claim MetaBiz and update features and information