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What is MetaBiz?
Metabiz is an all-in-one business management solution that integrates both Workflow Management and Customer Relationship Management functionalities. This software, built on the Claris FileMaker platform, was initially created using FileMaker 12 and has undergone multiple upgrades, now operating seamlessly with Claris FileMaker 19. We pride ourselves on providing tailored solutions to cater to the unique requirements of each client, ensuring that their specific business needs are met effectively.
What is Clari Copilot?
Clari Copilot, formerly known as Wingman, revolutionizes the way revenue teams operate by equipping them to excel in every crucial revenue scenario.
This advanced conversation intelligence platform provides both representatives and managers with the essential tools to engage in fierce competition and identify potential revenue gaps, ultimately allowing them to secure deals more swiftly.
When combined with Clari, Clari Copilot offers a comprehensive solution for revenue management, consolidating all functionality on one unified platform.
It seamlessly integrates conversation data right where the sales team is actively engaged—within Clari itself.
Prominent sales teams, including those from Chargebee, Oktopost, and Properly Homes, rely on Clari Copilot to effectively oversee and enhance their revenue strategies.
With its user-friendly interface and powerful analytics, Clari Copilot empowers teams to make data-driven decisions that foster growth and increase profitability.
Integrations Supported
Aircall
Beam AI
Clari
FrontSpin
Google Calendar
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Service Hub
LeadSquared
Integrations Supported
Aircall
Beam AI
Clari
FrontSpin
Google Calendar
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Service Hub
LeadSquared
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided
Free Version
Free Trial Offered?
Pricing Information
$500 per user per year
Fair, flexible pricing to help you grow your business with conversation intelligence.
No risk cancellation within 30 days. To be honest, no one’s ever cancelled on us. Just saying.
No risk cancellation within 30 days. To be honest, no one’s ever cancelled on us. Just saying.
Free Version
Free Trial Offered?
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
MetaSys Software
Date Founded
1996
Company Location
India
Company Website
www.metasyssoftware.com/products/metabiz/
Company Facts
Organization Name
Clari Copilot
Company Location
United States
Company Website
www.clari.com/products/copilot/
Categories and Features
Workflow Management
Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration
Categories and Features
Call Recording
Archiving
Call Sharing
Distributed Call Recording
Event Triggered Recording
File Transfer
Instant Retrieval
On-Demand Recording
Recording Bookmarking
Scheduled Recording
Screen Activity Recording
Video Call Recording
Conversation Intelligence
AI Insights
Account Health Alerts
Call Analytics
Call Recording
Call Recording Cloud Storage
Call Snippets
Call Transcription
Call/Meeting Sharing
Sales Coaching
Topic Tags
Topic-Based Analytics
Video Conferencing Analytics
Win/Loss Analysis
Conversational AI
Code-free Development
Contextual Guidance
For Developers
Intent Recognition
Multi-Languages
Omni-Channel
On-Screen Chats
Pre-configured Bot
Reusable Components
Sentiment Analysis
Speech Recognition
Speech Synthesis
Virtual Assistant
Inside Sales
Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management
Revenue Intelligence
Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions
Sales Coaching
Assessments
Audio / Video Conferencing
Built-In Course Authoring
Call Recording
Gamification
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Intelligence
CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting