Biznsbook CRM gives your sales team everything they need — lead management, visual pipelines, smart automation, and deep ERP integration. All in one place.
Important prospects are lost in spreadsheets, forgotten inboxes, and sticky notes. By the time someone follows up, the lead has gone cold.
You have no idea what is closing this month. Managers spend hours piecing together deal updates from reps instead of coaching them to close.
Sales data lives in one system, finance in another, inventory in a third. Manual re-entry wastes time and creates costly errors.
Automated capture from web forms, email, and business cards. AI-powered scoring prioritises hot leads. Scheduled follow-ups ensure nothing falls through.
A drag-and-drop Kanban board shows every deal at every stage. Revenue forecasting, rotten deal detection, and real-time alerts keep your team on track.
Accounting, inventory, payroll, and expenses are all connected. When a deal closes, invoices generate, stock reserves, and commissions calculate — automatically.
Capture leads from any source. Auto-score by behaviour and profile. One-click conversion to contact, account, and deal.
See every deal at a glance. Move deals between stages with drag-and-drop. Spot rotten deals before they go cold.
A single record for every contact and company. Full activity history, communication log, and deal history in one view.
Calls, emails, meetings, notes — log in seconds. A complete timeline of every customer interaction, automatically organised.
Set rules: when a lead scores above 70, assign to senior rep and send email. Build workflows without writing code.
Win rate, pipeline velocity, revenue forecast, team performance. Downloadable Excel and PDF reports.
See your entire revenue engine at a glance. Drag, drop, and forecast with confidence.
Biznsbook CRM is built into your ERP — not bolted on.
Close a deal → invoice auto-created. Revenue recognition, tax calculation, and ledger entries happen instantly.
Add products from stock to deals. Check availability on close. Automatic stock reservation for committed orders.
Sales reps are your employees. Commission auto-calculated in payroll. No manual tracking of incentive targets.
Commission earned on deal win flows straight to the payroll run. Transparent calculations, zero manual entry.
Property deals, agent commissions, buyer contacts — all connected. Track unit availability, booking status, and handover from CRM.
Log sales expenses against deals. Track profitability per deal. Approve and reimburse without leaving the CRM workflow.
Build powerful workflows in minutes. No developers required.
“We went from spreadsheets to a full CRM in one week. The pipeline visibility alone changed how we run our weekly sales meetings.”
“The Real Estate integration is a game-changer. Property deals, agent commissions, and buyer contacts — all in one place.”
“When a deal closes, the invoice appears in accounting automatically. My finance team does not even know they are benefiting from CRM.”
| Feature | Biznsbook CRM | Salesforce | HubSpot | Zoho |
|---|---|---|---|---|
| ERP-native accounting integration | ✅ | ❌ | ❌ | ⚠️ Partial |
| Inventory product linking in deals | ✅ | ❌ | ❌ | ✅ |
| Payroll commission auto-calculation | ✅ | ❌ | ❌ | ❌ |
| Included in ERP subscription | ✅ | ❌ extra cost | ❌ extra cost | ❌ extra cost |
| Business automation engine built-in | ✅ | ✅ extra | ⚠️ limited | ⚠️ limited |
| OCR business card scanning | ✅ | ⚠️ add-on | ❌ | ⚠️ add-on |
| No per-user CRM seat fee | ✅ | ❌ | ❌ | ❌ |
No separate CRM license. No per-seat fee. Just activate the module. Every plan includes the full CRM with all features.
Yes. The full CRM module — including leads, deals, pipelines, automation, and reporting — is included in every Biznsbook ERP plan at no extra cost. There are no per-seat CRM fees or separate CRM licenses to purchase.
Absolutely. Biznsbook supports CSV and Excel imports for leads, contacts, accounts, and deals. Our import wizard maps your existing fields automatically, and our support team can assist with complex migrations from any major CRM platform.
It was designed for it. The CRM integrates natively with the Biznsbook Real Estate module — property units, bookings, buyer contacts, and agent commissions all flow seamlessly between systems. Many of our customers use it to manage property sales end-to-end.
When a deal moves to the "Won" stage, the CRM calculates the commission based on rules you define — flat rate, percentage of deal value, or tiered slabs. The commission amount is automatically passed to the Payroll module for the next pay run.
Yes. You can create unlimited pipelines, each with its own set of stages. Every stage is configurable with a name, probability percentage, and colour. Rearrange stages by drag-and-drop, and set up automation triggers for each stage transition.
The customer portal is available on the Professional and Enterprise plans. It allows your clients to view their deals, track proposal status, download invoices, and communicate with your team — all through a branded, self-service interface.
There is no hard limit on the number of workflows. You can create as many as your business requires. Each workflow supports multiple conditions and actions, and execution logs are retained for auditing and troubleshooting.
Yes. Biznsbook is fully responsive and works on any modern mobile browser. The Kanban pipeline, lead forms, activity logs, and deal updates are all optimised for touch screens. Your sales team can update deals on the go, right from their phones.