BizCRM CRM is designed to streamline client and sales management by bringing all essential tools together in one easy-to-use mobile and web platform. From tracking leads and managing deals to scheduling follow-ups and monitoring field employees, BizCRM CRM ensures complete visibility and control over your business operations.
Whether you’re in the office or on the move, BizCRM CRM helps you build stronger client relationships, close deals faster, and stay organized every step of the way.
Key Features
Dashboard
- Get a quick overview of all your CRM activities in one place.
- View real-time summaries of lead conversions, deal conversions, invoice conversions, and deal counts by stage and pipeline.
Deals
- Manage your sales pipeline with complete transparency.
- Add and organize files, proposals, notes, and follow-ups for each deal.
- Keep detailed records of client interactions to ensure smooth communication.
Follow-Up Calendar
- View all past and upcoming follow-up activities through a visual calendar.
Clients
- Maintain a centralized list of all your clients with complete contact and interaction details.
- Manage client-related documents directly within their profiles, including:
Invoices – Create, view, and manage billing records.
Contracts – Store and monitor signed agreements securely.
Estimates – Generate and send professional estimates.
Order List – Track orders from initiation to completion.
- Use the Download or Send feature to easily save or share documents and client files.
Leads
- Capture and organize leads from multiple sources.
- Improve lead management efficiency with real-time updates and visibility.
- View deals associated with a particular lead for clearer insights.
Employee Tracking
- Monitor field employees’ locations and activities using GPS-based tracking.
- View check-ins, client visits, and route details in real time.
- Enhance accountability and productivity for sales and field teams.
Why Choose BizCRM CRM?
- All-in-One CRM: Manage leads, deals, clients, and teams in one platform.
- Real-Time Tracking: Keep full visibility on team and client operations.
- Built for Growth: Designed to empower modern businesses with mobile accessibility and transparency.
- Smart Follow-Ups: Stay organized with a dedicated calendar.
Security & Transparency
- Only necessary permissions (like GPS for field tracking) are requested.
- All client data, files, and contracts are stored securely with full transparency and access control.
Get Started Today
Transform your business with BizCRM CRM — a complete, mobile-friendly CRM solution built for modern teams.
Manage your leads, track deals, monitor employees, and deliver exceptional client experiences — all in one app.
For signup, visit: https://bizcrmapp.com/signup