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Compare Metatask vs Agency Matrix

What is better Metatask or Agency Matrix? Getting the suitable Business Process Management Software product is as simple as evaluating the solid and weaker features and terms offered by Metatask and Agency Matrix. Here it's also possible to match their general scores: 8.0 for Metatask vs. 6.8 for Agency Matrix. Or you can look at their general user satisfaction rating, 100% for Metatask vs. 80% for Agency Matrix.

We suggest that you take some time to examine their differences and determine which one is the better choice for your company. Moreover. remember to factor in your company’s or industry’s special situation, such as, a multilingual app for a global company or a mobile version to help you work on the go.

Currently, the top solutions in our Business Process Management Software category are: Promapp, Wrike, Studio Creatio Enterprise.

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

Starting from $5

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Templates
  • Process Control
  • Task Management and Listing
  • Forms
  • Communication
  • Integration

Pricing Info

Metatask offers an enterprise pricing of $5 per member per month inclusive of the following:

  • Unlimited process templates
  • Unlimited processes
  • Support by email and live chat
  • Custom domain
  • Flexible permissions control
  • Zapier support

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

Metatask integrates with the following business systems and applications:

  • Zapier
  • Microsoft Flow

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

A business processes and workflow management software that simplifies and streamlines the way enterprises manage and control their internal processes so that teams are able to perform repetitive tasks effectively on a consistent basis.

Company Email

hello@metatask.io

Contact No.

Company's Address

Metatask OÜ
Sepapaja 6, Tallinn 15551
Estonia

NOAWARDS
YET

SmartScore™

OUR SCORE 6.8

User Satisfaction

CUSTOMER EXPERIENCE 80%

Pricing

Starting from $69

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • 100% Cloud-Based System
  • Unlimited Data Base for Clients
  • Up To 15 CSR/Agents per Location
  • Employee End-of-Day Tab
  • Online Training Videos
  • Hyperlink to Insurance Company
  • Import Customers/Prospects
  • Free Training and Support
  • Payment Processing
  • Rolodex
  • Invoicing
  • Bi-Lingual Receipts/Thank You Letters
  • X-Date Tracking
  • Follow Up Items and Notes
  • Mac/Safari Compatible
  • Comparative Rater Integration(s)
  • Ability to Export Reports to Excel
  • Export Contact and/or Policy Data
  • Google Map Integration
  • Sweep Tracking and Reconciliation
  • Automated Email Reporting
  • Advanced Reporting
  • Mail Label Processing
  • Company Announcements
  • Task Management
  • Custom Field Types
  • Miscellaneous Forms Upload
  • Balance Due Feature
  • Custom Letters
  • Letters Blasts
  • Custom Receipt Ads
  • Comment and Alert Fields
  • Unlimited Uploads of Attachments and Photos
  • Time Clock with Reporting Options
  • Import contact and/or Policy Data
  • Prefilled ACORD Forms
  • Commission/Split Commission Reports
  • Direct Scan
  • Carrier Downloads
  • Dashboard
  • Email Blasts
  • Drag & Drop and Batch Uploading
  • Deposit Posting
  • Bank Verification
  • Batch Scanning
  • General Ledger
  • Task Calendar
  • Drip Marketing Campaigns
  • Commercial Editor for ACORD Forms
  • Texting Capabilities

Pricing Info

Agency Matrix offers 6 SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best plan for your business:

Lite – $69/month

  • Plus: $199 set up fee

Gold – $129/month

  • Plus: $399 set up fee

Platinum – $179/month

  • Plus: $499 set up fee

Diamond – $289/month

  • Plus: $599 set up fee

Enterprise – $419/month

  • Plus: $599 set up fee

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Blue Horizon Insurance, Texas Insurance Connection, Baja Insurance

Integrations

Agency Matrix seamlessly integrates with the following applications:

  • Website Plugin
  • Agent Alive
  • EasyFile
  • DocBuild Plus
  • DocVault
  • TurboRater
  • Virtual Tone
  • Bluewave
  • RingCentral
  • Vonage
  • Nextiva
  • Fonality
  • Jive

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Agency Matrix is software that helps insurance agencies manage their files and personnel.

Company Email

contactus@agencymatrix.com

Contact No.

Company's Address

2425 Commerce Ave, Suite 300,
Duluth, GA 30096
USA

Studio Creatio Enterprise

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.3

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

Starting from $25

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • 360-degrees customer views
  • Lead management
  • Lead segmentation
  • Collaboration suite
  • Business process management
  • Best practices and opportunity management
  • Advanced customization
  • Open configuration
  • Visual process designer (WYSIWYG)
  • Dashboard analytics
  • On-premise and in-cloud deployment
  • Extensive API
  • Synchronized mobile app
  • Field sales app
  • File sharing and omnichannel communication
  • Case management

Pricing Info

Studio Creatio Enterprise offers several pricing packages. Pricing plans for sales, marketing, and service modules are available. There is also an option to integrate all three modules into a single CRM bundle. The vendor provides an online calculator on their website so you can calculate the total price of the product, or you can get in touch with the vendor who will provide you with an estimate. With the software’s free trial version, you can try out all the key features of the software.

Here are the available packages:

Pricing for Sales Module

Team Package – $25/user/month (cloud)

  • For small and medium businesses with direct sales teams
  • Out-of-the-box process for opportunity management: from lead to contract

Commerce Package – $30/user/month (cloud)

  • For e-commerce
  • A complete set of tools for short sales cycle and e-commerce

Enterprise Package – $50/user/month (cloud) or $850/user (on-site)

  • For medium and large enterprises to manage multiple sales channels including field force, wholesale distribution, e-commerce, and POS.
  • Sophisticated tools to manage all sales channels: direct and channel sales, e-commerce, field sales and POS.

Pricing for Marketing Module

Active Contact Package

  • Cloud – $27 (1,000 active contacts/month billed annually)
  • Active contact is included in one or more campaigns within a 12-month period
  • Up to 365 emails per year can be sent to one active contact
  • Custom pricing with the purchase of 50,000+ active contacts

User License

  • Cloud – $50/user/month billed annually
  • On-site – $850 per license/lifetime
  • With the purchase of 1,000 active contacts, the first license is free

Pricing for Service Module

Customer Center Package

  • Cloud – $35/user/month
  • On-site – $600 per user
  • For companies looking to automate helpdesk and contact center operations
  • A set of tools to deliver excellent customer service and manage omnichannel communications

Service Enterprise Package

  • Cloud – $50/user/month
  • On-site – $850 per user
  • For medium and large businesses struggling to automate internal and external service processes, including ITIL processes.
  • Sophisticated tools to manage a complete service cycle, and provide exceptional service and support to customers and internal users.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

L'Oreal, BAYER, Heinz

Integrations

With an open configuration and extensive API, Studio Creatio Enterprise can be integrated with most third-party applications including the following:

  • Twitter
  • Facebook
  • Google Contacts
  • Google Calendars
  • LDAP
  • IMAP
  • MS Exchange
  • Google Maps
  • OpenStreetMap
  • MailChimp/Mandrill
  • SmartCloud Connect
  • Microsoft Office Applications

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

A complete BPM suite that improves business operations and adjusts processes to the changing business environment.

Company Email

info@bpmonline.com

Contact No.

Company's Address

280 Summer St., 6th floor
Boston, Massachusetts
USA

The software analyzed on this page are only a small part of our entire Business Process Management Software category and you should remember that there could be better options available. If you want to ensure you make the wisest choice for your business we strongly encourage you to test more software first. It may also be a good idea to consult our top 10 Business Process Management Software list to see which apps are in the current year the highest-rated ones and leaders in the market.

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