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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

The default file format for PlanMaker 2021 is XLSX, which eliminates the hassle of importing and exporting files. This compatibility allows you to seamlessly open workbooks created in PlanMaker using Microsoft Excel and vice versa, without any need for conversion. Additionally, PlanMaker 2021 enables the editing of XLS files and the creation of high-quality PDF documents from your spreadsheets. New features also include the ability to generate archival PDFs in PDF/A format for long-lasting document storage. Users familiar with Excel will find it easy to transition to PlanMaker 2021, as there is no need to adjust to a different interface or learn new calculation functions, ensuring full compatibility with Excel. This software supports up to one million rows per worksheet, making it suitable for handling large datasets effectively. To manage these extensive data sets, you can utilize pivot tables, data consolidation, scenarios, data grouping, autofilter, and specialized filters. Furthermore, real-time calculations displayed in the status bar keep you informed of any data updates, enhancing your workflow efficiency. Overall, PlanMaker 2021 stands out as a versatile tool for both novice and advanced users alike.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 No 
Microsoft Excel No 
Zotero No 

Integrations

Microsoft 365 Yes 
Microsoft Excel Yes 
Zotero Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$16.50 per year
Free Trial Yes 
Free Version 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 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

MetaSys Software

Founded

1996

Country

India

Website

www.metasyssoftware.com/products/metabiz/

Vendor Details

Company Name

SoftMaker

Country

Germany

Website

www.softmaker.de/softmaker-office-planmaker

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 

Product Features

Spreadsheet

Analytics No 
Audit Trail No 
Calculators No 
Charting No 
Multi-User Collaboration No 
Templates No 

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