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Average Ratings 0 Ratings
Description
Introducing a customizable FileMaker template designed to serve as a foundational tool for your unique application. This versatile software solution excels in organizing your contacts, managing projects, processing job orders, generating estimates, handling project discrepancies, and overseeing leads, proposals, contracts, products, warehouses, income, expenses, payments, documents, as well as tasks and events through an integrated calendar and timesheet feature. It represents a smart approach to efficient business management! The application is particularly suited for enhancing business process management, allowing you to prepare sets of activities (whether events or tasks) and easily assign them to specific contacts, projects, or sales leads. The project management module enables you to define projects, outline tasks and roles, monitor project activities, allocate tasks to individuals or teams, generate purchase orders and estimates, swiftly create invoices, and keep tabs on project-related expenses. Additionally, you can efficiently track your leads and prospects, generate quotes or proposals promptly, and dispatch them to clients with ease. Once a lead is successfully converted, you can seamlessly create a project with a single click and continue to monitor its progress as needed.
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.
API Access
Has API
No
API Access
Has API
No
Integrations
Google Calendar
No
Pricing Details
$999 per year
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
YZY SOFT
Founded
2011
Country
Lithuania
Website
www.yzysoft.com/product/benroy-business-app/
Vendor Details
Company Name
MetaSys Software
Founded
1996
Country
India
Website
www.metasyssoftware.com/products/metabiz/
Product Features
Business Management
Billing & Invoicing
Yes
CRM
No
Employee Management
Yes
Financial Management
Yes
Inventory Management
Yes
Marketing Management
No
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
Yes
Scheduling
No
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
Yes
Product Features
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
No
Customizable Dashboard
No
Document Management
No
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
Yes
No-Code
No
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes