CRM consultancy service
CRM process implementation

CRM For various industries

Biz CRM is a cloud software application. This software is totally customer-centric and therefore more efficient for speeding up businesses. It centralizes a database of customers and all related information pertaining to each one of them. This includes each customer’s contact information, internal notes and documents, calendar events, deals, phone and email conversations, and more. It contains a set of tools to build, process and enable clients to flow smoothly through marketing, sales, and support, and to monitor each of their customers as they do so. Clients working with teams can use biz CRM to learn about each customer, communicate with them, plan and manage their customer-related work, and even automate repeated tasks.


  • Web-based - can be accessed from anywhere
  • simple-to-use : No technical training required
  • Domain experts to help on any level of customization
  • Includes a set of over 40 tools
  • Zero licensing cost, only support and customization charges
  • Delivers post and pre-sales, activates, rich user experience and excellent customer support
  • Offers a range of user-interaction features like integration with email systems, PDF document generating, subscription, Asterisk PBX phone system, and so on.



  • Sales Automation
  • Marketing Automation
  • Inventory Management
  • Customer Services
  • Report and Dashboard Analysis
  • Activity Management



Sales Automation streamlines and enhances the operations of your sales team. Biz CRM helps your sales team manage Leads, Opportunities, Quotes, Invoices, and provides a unified view of all data related to Contacts and Organizations. The following modules are key essentials to the Sales process:



Biz CRM provides effective ways to automate the business process that provides value to the customers. It offers different features like Campaign Management, E-mail Marketing, Online Lead Forms and Product Management specifically useful for your organization-wide marketing requirements. It also provides other marketing-related modules such as Calendaring, Contact Management, File Attachments, etc. to help streamline your marketing efforts.

Different features provided by Biz CRM to automate the business process



You can keep track on the flow of stock levels in existing inventory, and handle prices and taxes associated with products and their services. Also, you can forecast the sequences with the help of inventory Notifications and implement replenishment techniques. You can also manage shipping and handling tax implications.

  • Product catalog
  • Price Book
  • Vendor Management
  • Purchase Orders
  • Sales Orders




Biztechnosys comes equipped with the ability to create standard reports. These reports can pull specific data from your system and generate charts, graphs, tables, and more. In order to get the most out of your reports, you will need to customize the look and settings to meet your needs.

We will help you build the most meaningful reports for your business.

Reporting features includes

  • Grouping
  • Calculations
  • Filtering by conditions
  • Pre-built Reports


Calendar module enables users to keep track of calls, meetings, and tasks. Users can collaborate on activities and maintain a history of all previous activities by linking them to specific records in the CRM (Examples: Organisations, Contacts, and Opportunities).


  • Events: scheduled calls and meetings.
  • To Dos: tasks to complete within a given time frame.
  • Shared calendar
  • Activity History
  • E-mail Notification
  • Notes