Audience
Workflow Management solution for small and medium scale businesses
About MetaBiz
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.
Other Popular Alternatives & Related Software
Suger
Suger is the modern platform for Cloud Go-to-Market (Cloud GTM).
We make it easy for software companies to list, transact, and co-sell through cloud marketplaces and partner portals like AWS, Microsoft Azure, Google Cloud, Snowflake, and Alibaba.
Suger automates the manual, cross-functional work behind Cloud GTM—from private offers and CRM syncing to entitlement fulfillment and co-sell execution—so your sales, ops, and finance teams can focus on closing deals, not chasing workflows.
Built API-first with 24+ integrations, Suger connects directly to cloud marketplaces and partner portals, CRM, CPQ, communications, billing & metering, accounting, data warehouse, file storage, IAM/SSO systems, and more to power your marketplace motion end-to-end.
Over 200 software companies—including Intel, Notion, Webflow, Clari, and Fivetran—trust Suger to simplify and scale their marketplace 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. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system.
2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email.
3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra.
Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.
Learn more
Clari Copilot
Clari Copilot (previously Wingman) turns your revenue team into serial closers by helping them win every revenue-critical moment.
With Clari Copilot’s conversation intelligence platform, reps and managers have everything they need to compete fiercely, spot revenue leak, and close deals faster.
With Clari and Clari Copilot coming together, you have everything you need to run revenue on one platform. With Clari Copilot, your conversation data lives right where your sales team works, in Clari.
Top sales teams at Chargebee, Oktopost, PartsBase and Properly Homes trust Clari Copilot to run their revenue.
Learn more
Claris FileMaker
Build apps like a boss. Take on digital transformation with Claris FileMaker. Quickly build custom apps that solve your business problems today — and tomorrow. Accelerate your business, unlock your team’s creative potential, and drive to better outcomes. Need an app to solve a really sticky business problem? Build it with FileMaker. It’s got all the tools you need to roll up your sleeves and DIY — or team up with pro developers for next-level expertise. And by today, we mean today. With built-in templates, drag-and-drop design, and an intuitive graphical UI, you’ll be app-building in no time. And your work goes live the second you’re ready, across every device — that’s the power of FileMaker. Need an app now but crunched for time? Odds are you’re not alone. Explore Marketplace to find the perfect jumping off point for your own custom app — from templates and components to fully-completed vertical market apps.
Learn more
Pricing
Free Trial:
Free Trial available.
Integrations
No integrations listed.
Company Information
MetaSys Software
Founded: 1996
India
www.metasyssoftware.com/products/metabiz/
Videos and Screen Captures
Other Useful Business Software
Our Free Plans just got better! | Auth0
You asked, we delivered! Auth0 is excited to expand our Free and Paid plans to include more options so you can focus on building, deploying, and scaling applications without having to worry about your security. Auth0 now, thank yourself later.
Product Details
Platforms Supported
Cloud
Support
Phone Support
Online
MetaBiz Product Features
Workflow Management
Access Controls/Permissions
Business Process Automation
Calendar Management
Compliance Tracking
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration
Approval Process Control
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
No-Code
