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Average Ratings 8 Ratings

Total
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features
design
support

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

Salesloft is a predictive revenue system designed to help sales organizations create pipeline, convert opportunities, and improve revenue execution. The platform brings together sales engagement, forecasting, conversation intelligence, deal management, pipeline inspection, and seller workflow tools. Its data and AI engine captures signals from account and buyer activity, separates meaningful indicators from background noise, and turns those signals into prioritized actions for revenue teams. Salesloft Rhythm helps sellers determine which prospects, accounts, and deals need attention and recommends next-best actions based on engagement and deal context. Cadence supports structured multichannel outreach, while Conversation Intelligence helps teams analyze sales calls and other buyer interactions. Deals and Inspect provide visibility into opportunity health, pipeline movement, and potential risks that could affect revenue outcomes. Clari Forecast supports sales forecasting and gives revenue leaders a structured view of expected performance. The platform can also trigger AI-assisted workflows for tasks such as forecast summaries, deal-risk analysis, meeting preparation, and follow-up. Salesloft is intended for sales representatives, managers, revenue operations teams, and executives that want a connected system for managing buyer engagement and revenue performance.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Crossbeam No 
ElevateHQ No 
Foundry ABM No 
FullyRamped No 
GridBuddy Connect No 
Lead411 No 
LeanData No 
Martini No 
Microsoft Exchange No 
Model Context Protocol (MCP) No 
Motileo No 
Peerbound No 
Salient No 
Sendoso No 
Showpad Coach No 
Sugar Sell No 
Tolstoy No 
Videolicious No 
Von No 
Warmly No 

Integrations

Crossbeam Yes 
ElevateHQ Yes 
Foundry ABM Yes 
FullyRamped Yes 
GridBuddy Connect Yes 
Lead411 Yes 
LeanData Yes 
Martini Yes 
Microsoft Exchange Yes 
Model Context Protocol (MCP) Yes 
Motileo Yes 
Peerbound Yes 
Salient Yes 
Sendoso Yes 
Showpad Coach Yes 
Sugar Sell Yes 
Tolstoy Yes 
Videolicious Yes 
Von Yes 
Warmly Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
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 Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
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 No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

MetaSys Software

Founded

1996

Country

India

Website

www.metasyssoftware.com/products/metabiz/

Vendor Details

Company Name

Salesloft

Founded

2011

Country

United States

Website

salesloft.com

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

Conversation Intelligence

AI Insights No 
Account Health Alerts No 
Call Analytics No 
Call Recording No 
Call Recording Cloud Storage No 
Call Snippets No 
Call Transcription No 
Call/Meeting Sharing No 
Sales Coaching No 
Topic Tags No 
Topic-Based Analytics No 
Video Conferencing Analytics No 
Win/Loss Analysis No 

Email Tracking

A/B Testing No 
Audience Segmentation No 
Campaign Management No 
Event-Based Notifications No 
Location Tracking No 
Team Management No 

Inside Sales

Auto-Dialing Yes 
Call List Management Yes 
Call Recording Yes 
Campaign Management Yes 
Dashboard Yes 
Data Management Yes 
Lead Capture Yes 
Lead Distribution Yes 
Lead Scoring Yes 
Performance Management Yes 

Revenue Intelligence

Actionable Insights No 
Alerts / Notifications No 
CRM Interactions No 
Call Scoring No 
Conversation Intelligence No 
Dashboard No 
Email/Message Interactions No 
Market Intelligence No 
Phone Call Interactions No 
Pipeline Visibility No 
Sales Coaching No 
Video Call Interactions No 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management Yes 
Meeting Management Yes 
Performance Management Yes 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Engagement

CRM Integration No 
Call Scripts / Call Steps No 
Email Sequences No 
Email Tracking / Automation No 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer Yes 
Sales Automation No 
Search No 
Task Management No 
Templates No 
Workflow Management No 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard Yes 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

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