Close More Deals. Build Stronger Relationships.
Biznsbook CRM gives your sales team everything they need — lead management, visual pipelines, smart automation, and deep ERP integration. All in one place.
Everything Your Sales Team Needs
Capture, Score & Convert
Capture leads from any source. Auto-score by behaviour and profile. One-click conversion to contact, account, and deal.
Drag-and-Drop Deal Board
See every deal at a glance. Move deals between stages with drag-and-drop. Spot rotten deals before they go cold.
Complete Customer Profiles
A single record for every contact and company. Full activity history, communication log, and deal history in one view.
Log Every Touchpoint
Calls, emails, meetings, notes — log in seconds. A complete timeline of every customer interaction, automatically organised.
Automate the Boring Stuff
Set rules: when a lead scores above 70, assign to senior rep and send email. Build workflows without writing code.
Know Your Numbers
Win rate, pipeline velocity, revenue forecast, team performance. Eight report types with Excel and PDF export.
Web Form Builder
Capture leads from your website with embed codes, branding, thank-you pages, and a secure public submission API.
Email Sequences & Drip Nurture
Step-based automated follow-ups. Enroll prospects via Business Automation when leads are created or deals move stage.
Customer Onboarding
Onboarding plans and templates linked to accounts — task reminders and customer health scoring keep new clients on track.
Your Sales Team Is Working Too Hard — For Too Little
Leads slipping through the cracks
Important prospects are lost in spreadsheets, forgotten inboxes, and sticky notes. By the time someone follows up, the lead has gone cold.
No visibility into the pipeline
You have no idea what is closing this month. Managers spend hours piecing together deal updates from reps instead of coaching them to close.
Disconnected from your ERP
Sales data lives in one system, finance in another, inventory in a third. Manual re-entry wastes time and creates costly errors.
Never lose a lead again
Automated capture from web forms, email, and business cards. AI-powered scoring prioritises hot leads. Scheduled follow-ups ensure nothing falls through.
Pipeline you can actually see
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.
Natively built into your ERP
Accounting, inventory, payroll, and expenses are all connected. When a deal closes, invoices generate, stock reserves, and commissions calculate — automatically.
Explore how Biznsbook CRM helps your sales team manage leads, pipelines, and customer relationships.
Visual Sales Pipeline
See your entire revenue engine at a glance. Drag, drop, and forecast with confidence.
- ✓ Multiple pipelines per company
- ✓ Configurable stages with probability %
- ✓ Rotten deal detection
- ✓ Weighted revenue forecast
- ✓ Mobile-friendly Kanban
- ✓ Filter by owner, tag, or date
Not Just a CRM. Your Entire Business, Connected.
Biznsbook CRM is built into your ERP — not bolted on.
Accounting
Close a deal ? invoice auto-created. Revenue recognition, tax calculation, and ledger entries happen instantly.
Inventory
Add products from stock to deals. Check availability on close. Automatic stock reservation for committed orders.
HRMS
Sales reps are your employees. Commission auto-calculated in payroll. No manual tracking of incentive targets.
Payroll
Commission earned on deal win flows straight to the payroll run. Transparent calculations, zero manual entry.
Real Estate
Property deals, agent commissions, buyer contacts — all connected. Track unit availability, booking status, and handover from CRM.
Expenses
Log sales expenses against deals. Track profitability per deal. Approve and reimburse without leaving the CRM workflow.
Zero-Code Sales Automation
Build powerful workflows in minutes. No developers required.
- ✓ 24 event triggers across all ERP modules
- ✓ AND / OR condition logic
- ✓ 8 action types: email, SMS, task, field update, API call and more
- ✓ Execution logs with retry
- ✓ Built on the same Automation Engine as the rest of the ERP
Workflow Builder
Trusted by Sales Teams Across Industries
“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.”
Why Biznsbook CRM Over Standalone CRMs?
| 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 | ✓ | ✓ | ✓ | ✓ |
CRM Is Included in Your Biznsbook ERP Subscription
No separate CRM license. No per-seat fee. Just activate the module. Every plan includes the full CRM with all features.
Built for Your Industry
See how this module fits vertical-specific workflows — not just generic features.
Frequently Asked Questions
CRM is a licensed Biznsbook module (ERPModule.CRM). Activate it on your subscription to access leads, deals, pipelines, form builder, reports, and automation. It integrates natively with Accounting, Sales, Communication Center, and Business Automation — no separate per-seat CRM fees.
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.
CRM automations — welcome emails, task creation, drip enrollment, and field updates — are configured in the Business Automation module (/Automation), not in CRM Settings. There is no hard limit on workflows; each supports multiple conditions, actions, cooldowns, and execution logs.
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.