# METAFORMA Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about METAFORMA Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/10047416/METAFORMA

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# 

 METAFORMA Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on June 25, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

METAFORMA

## What is METAFORMA?

METAFORMA is a comprehensive training management platform that combines thirteen tools into one system, including website creation, CRM, webinar hosting, email marketing, e-learning, workflow automation, and social media management. It eliminates the need for multiple software subscriptions by integrating these features into a single interface. The platform offers tools like a sales funnel builder, website creator, and CRM to manage client interactions across various formats. Webinar tools support live sessions and automated recordings, while workflow automation handles repetitive tasks. Membership spaces provide secure environments for training with text, video, audio, and interactive content like quizzes. Additional features include email and SMS marketing, SCORM compatibility, billing, accounting tools, and AI-powered text generation. METAFORMA ensures data protection and offers integrated chat support for users.

## What is METAFORMA used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

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## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Contact Management

Manage, organize, and store contact information

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Email Management

Manage, store and organize emails within the system or via third-party apps

Email Marketing

Create and send email blasts/campaigns

METAFORMA 20 features

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track and manage schedules and meetings via an integrated calendar

Manage, organize, and store contact information

Assemble applications and processes by dragging over and arranging pre-built components

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Use AI to generate content in the form of text, images, videos, etc.

Track interaction history by documenting conversations for contacts

Automatically identify and save contact information of potential customers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Score a lead on their quality or likelihood to buy based on certain behaviors

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Automate workflows and trigger campaigns based on customer actions

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

View and track pertinent metrics to find patterns and gain insights from data

Pipeline view and tracking lead status

Create, manage and track all task activities and progression

Create, design and manage workflows for repetitive tasks

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## Pricing

Free Version

Freemium

$0.00

## Integrations

[

Slack](https://www.capterra.com/p/135003/Slack/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Meta for Business](https://www.capterra.com/p/213257/Facebook/)[

Google Ads](https://www.capterra.com/p/213339/Google-Ads/)[

Fathom](https://www.capterra.com/p/276054/Fathom/)[

Make](https://www.capterra.com/p/154278/Integromat/)

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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