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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 Groove?

Groove, a Clari Company, stands as the top sales engagement platform for users of Salesforce and Gmail, enabling sales representatives, managers, and operations teams to boost their revenue by as much as 25%. Our platform equips sales organizations with the tools needed to effectively strategize and implement large-scale outreach initiatives while also engaging key accounts through advanced account-based sales features. With a focus on enhancing productivity, Groove provides actionable analytics that allow teams to make informed decisions and engage their most important customers through tailored outreach strategies. Serving over 40,000 sales representatives from renowned companies like Google, Prezi, and Slack, our solution integrates seamlessly with Salesforce and Google Calendar, offering functionalities such as email open and click tracking, scheduling of emails for later delivery, and the capability to create, edit, and enrich all Salesforce objects, ensuring a comprehensive approach to sales engagement. Additionally, automated email sequencing empowers sales teams to maintain consistent communication with prospects and clients.

Media

Media

Integrations Supported

Champify
Delighted
ExecVision
Facebook
Gmail
HelpShelf
Highspot
HubSpot Marketing Hub
Insightly
KonnectzIT
LinkedIn
Microsoft Outlook
NetSuite
Olark
Potion
Rambox
Salesforce
Shift
Trello
elevio

Integrations Supported

Champify
Delighted
ExecVision
Facebook
Gmail
HelpShelf
Highspot
HubSpot Marketing Hub
Insightly
KonnectzIT
LinkedIn
Microsoft Outlook
NetSuite
Olark
Potion
Rambox
Salesforce
Shift
Trello
elevio

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

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

Date Founded

2013

Company Location

United States

Company Website

www.groove.co

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

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Email Tracking

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Inside Sales

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

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

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 Engagement

CRM Integration
Call Scripts / Call Steps
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory 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

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

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