Home/Business Management Software/MetaBiz vs ExcelpointUpdated on: April 19, 2024

Compare MetaBiz vs Excelpoint

84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
82% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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84% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
82% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
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Overview

Summary

MetаBiz by MetаSys is а multi-platform business management software that is based on FileMаker and was developed to help users to аutоmаte workflows. The software provides various types of modules to manage clients and рersоnаlizes соmmuniсаtiоns easily and effectively. It allows users to соllаbоrаte with teams, with ассеss соntrоl for the management of their product Reроsitоry and documents. Users’ can generate reports in grарhiсаl charts to measure their business’s рerfоrmаnсes. It is a CRM and workflow management рlаtfоrm that enables various types of businesses to trасk client reсоrds, manage inventories, monitor timesheets or рrоjeсts, assign rules to employees, and more. The tool provides users with Dоt Net, FileMaker Рrо & РHР/MySQL solutions to manage inventories, reроrts, and more. The software рrоvides end-to-end solutions designed for Web Арр. This online WorkFlow Management system offers Business Рrосess Аutоmаtiоn at one рlасe. MetаBiz includes features such as calendar management, ассess Соntrоls/Рermissiоns, workflow соnfigurаtiоn, task mаnаgement, mobile ассess, business рrосess аutоmаtiоn, соmрliаnсe trасking, and third раrty integrations. ..show more

Excelpoint is leading the way in business process management, enabling organizations to eradicate inefficient processes, drive employee engagement, improve data accuracy and reporting, and free up key members of staff to focus on performance improvement. ..show more

Features

Billing and Invoicing This feature helps in issuing and handling the invoice and bills.

CRM Handles your contact database, follows up with potential customers and keeps them engaged

Employee Management Helps in automating, managing and accessing the data related to the employed staffs, records vital data, etc. in the enterprise

Financial Management Handles functions like management of cash and utilisation of funds

Inventory Management Helps in recording inventory to optimize and fulfill the requirement.

Marketing Management Documents, tracks and also helps to access all data pertaining to the marketing department

Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Performance Metrics Helps in measuring the performance, activities, and behavior of the employees/students individually or collectively as a team

Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Purchasing Acquiring goods or services required for the business at minimal cost

Scheduling Manages and helps to prepare schedules in an appropriate and timely manner

Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Training Management Automates the documenting processes involved in training management and records the performance of employees during training sessions

Vendor Management Helps to manage necessary data concerning vendors and allows easy access

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Mumbai, India / +91 22 4254 5151

Newton Aycliffe, England / +44 (0)1325 375930

API

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

MetaBiz
Custom

Features

  • Customer Relationship Management
  • Workflow Management
  • Inventory Management
  • Reporting and Analytics
  • User Management
  • Outlook Integration
View Price Page
Excelpoint
Custom

Features

  • Create structured ‘information types’ in minutes
  • Control validation (such as mandatory or numeric), screen layouts and business rules simply by choosing options and using a drag and drop approach
  • Find information quickly with flexible search options
  • Reference external databases and other data sources and present information from them within Excelpoint
  • Access your new system from any modern web browser, on desktop, tablet, or smartphone, and via a suite of apps for iOS, Android and Windows Mobile
  • Create business process workflows
  • Automatically generate emails and other notifications
  • Secure information with comprehensive role and user-based permissions, plus access tests based on the information itself. User Authentication can be via forms-based, Active Directory or Azure AD with two-factor layered over any of these approaches
  • Create comprehensive pre-defined reports and dashboards, including summarised information, charts and tables
  • Customise menus to specific teams or users, avoiding clutter and aiding ease of use
  • Deploy Excelpoint on your own server or use it in the cloud
  • Re-brand the application to suit an intranet or corporate style
  • Authenticate users via Active Directory or use our secure form-based login
  • Mapping integration with Google Maps, Bing Maps or OpenStreetMap is available straight out of the box
  • A number of plug-ins are available for API integration with other platforms, for example, Xero Accounts, Companies House, BC News Feed, Local Government Gazetteers, and if required these type of API’s are quick and easy to develop as part of our plug-in architecture
View Price Page

SCREENSHOTS

MetaBiz Screenshots
Excelpoint Screenshots
View 4 screenshot(s)

INTEGRATIONS

    NA
  • Xero

ALTERNATIVES

Top alternatives to MetaBiz

Bitrix24
Bitrix24
HoneyBook
HoneyBook
Scoro
Scoro
vCita
vCita
BQE Core Suite
BQE Core Suite

Top alternatives to Excelpoint

Bitrix24
Bitrix24
HoneyBook
HoneyBook
Scoro
Scoro
vCita
vCita
BQE Core Suite
BQE Core Suite