CRM - The Best Business Management Systems - Frequently UpdatedFileMaker 18Workflow Management

MetaBiz Multi-platform business management software – CRM

By Keefer Rogers Last updated Jan 17, 2020

MetaBiz is a FileMaker based Multi-platform business management software that handles several aspects of Workflow Management and Customer Relationship Management. We have recently refreshed the look and feel and offer customization of MetaBiz to align with your company’s specific business processes.

Features

Customer Relationship Management: This module allows you to manage your clients and contacts; personalize your client communications and efficiently track your documents.
Workflow Management: This module lets you streamline your workflow processes including Projects, Timesheets and Calendars.
Inventory Management: Maintain a Product Repository and efficiently oversee the inflow and outflow of your products.
Reporting and Analytics: Make informed decisions with the use of detailed reports and graphical charts.
User Management: Manage Users and Roles, maintain Application Access Logs and track Employee time with Timesheets.
Outlook Integration: Integration with Outlook emails / contacts / calendar using Outlook Manipulator plug-in.

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