BizPlusCRM

Additional features

Dashboard & Reporting

View real-time business metrics such as leads, sales, and activities through a customizable dashboard.

Lead & Opportunity Tracking

Track leads from initial inquiry through the sales pipeline with conversion monitoring.

Customer Contact Database

Store and manage detailed customer profiles, including contact information and communication history.

Email & SMS Integration

Send messages directly from the CRM through integrated email and SMS services.

Sales Funnel Visualization

Visualize deals at each stage of the pipeline to monitor performance and identify bottlenecks.

Quotation Generation

Create professional price quotations with branding, approval workflows, and version control.

Invoice Management

Generate invoices, track payments, and send follow-ups or reminders.

Purchase Orders

Manage purchase orders to vendors, track delivery, and handle approvals.

Product Catalog

Maintain a catalog of products or services with prices, descriptions, and codes.

Inventory Tracking

Monitor stock levels, product movements, and set reorder alerts.

Employee Database

Manage employee records, including job titles, contact information, and status.

Leave & Payroll Management

Track attendance, calculate payroll, and manage leave requests and balances.

Multi-user Access & Permissions

Assign different access levels to team members based on roles and responsibilities.

Task & Activity Logging

Assign and monitor tasks, track completion, and manage team collaboration.

GST & Tax Compliance

Generate GST-compliant invoices and maintain tax reports, particularly for Indian regulations.

Expense Tracking

Record company expenses with categories, approvals, and reporting.

Document Upload & Tagging

Upload and manage documents like contracts, invoices, or IDs linked to customers or transactions.

Customizable Fields & Forms

Tailor input forms and fields to match business-specific processes and data collection needs.

Notifications & Alerts

Receive reminders and alerts for follow-ups, due dates, and important events.

User Roles & Access Control

Control who can view or edit information within specific modules of the software.