MetaBiz

An off the shelf solution to manage Small and Medium Businesses

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.

Features

  • Customer Relationship Management

    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.

  • Workflow Management

    Projects, Timesheets, Calendars and other work processes can be easily streamlined through this module.

  • Inventory Management

    This module helps you maintain an organized Product Repository & effectively manage the inflow & outflow of your products.

  • Reporting and Analytics

    Our Reporting & Analytics module helps you make informed decisions with detailed reports and graphic analytical charts.

  • User Management

    This module offers a number of useful features like management of users & roles, maintenance of Application Access Logs & tracking of Employees using Timesheets.

  • Outlook Integration

    The Outlook Manipulator plug-in in this module facilitates the integration with Outlook emails, contacts, calendars etc.

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Here’s a graphical representation of the product for better understanding

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