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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 Core CRM Pro?

Utilizing the strengths of FileMaker's Workplace Innovation Platform, we created Core CRM Pro to manage essential aspects of your business activities. This innovative solution allows for seamless integration with QuickBooks, eliminating the hassle of duplicating the entry of contacts, vendors, and invoices while simplifying your workflows. The versatile CRM provides the convenience of accessing your FileMaker data from an iPad or a web browser, enabling you to easily update contacts, create notes, and issue invoices with great efficiency. By adopting Core CRM Pro, you’re not merely overseeing your data; you are also significantly boosting productivity and driving improvements in your overall business performance. Embrace this powerful tool to transform how you operate and achieve your business goals.

Media

Media

Integrations Supported

Integrations Supported

Claris FileMaker
QuickBooks Online

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Not specified

Company Facts

Organization Name

MetaSys Software

Date Founded

1996

Company Location

India

Company Website

www.metasyssoftware.com/products/metabiz/

Company Facts

Organization Name

Productive Computing

Date Founded

1996

Company Location

United States

Company Website

www.productivecomputing.com/products/core-crm-pro-filemaker-crm/

Categories and Features

Workflow Management

Access Controls/Permissions
Business Process Automation
Calendar Management
Compliance Tracking
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management

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