BiznaERP module
CRM Software Built Into Your ERP
Your customers are your business. BiznaERP gives your sales and service teams a 360° view of every customer: their orders, invoices, balances, conversations and follow-ups, all in one place.
- Higher repeat sales
- Faster collections from reminders
- One view of the customer for every team
CRM & Customer Portal features
Leads & pipeline
Capture leads, move them through your sales stages and forecast what will close.
Activities & follow-ups
Calls, meetings and reminders so no customer is forgotten.
Customer history
Every quotation, order, invoice and payment on one customer screen.
SMS & WhatsApp
Send notifications, promotions and payment reminders by bulk SMS and WhatsApp.
OneAccessApp
Customers get receipts, invoices, statements and can place orders from one mobile app.
Customer reports
Top customers, lost customers and sales rep performance.
Connected to the rest of your business
CRM & Customer Portal is not a stand-alone app. It shares data with every other BiznaERP module, so information entered once flows to sales, stock, accounts and reports automatically. Start with CRM & Customer Portal today and add other modules whenever you are ready.
Accounting & Finance
Real-time books, invoicing, budgets and financial statements — generated from your daily transactions.
ExploreInventory & Warehouse
Live stock levels across every store and warehouse, with reorder points and full stock movement history.
ExploreSales, Invoicing & POS
Quotations, orders, invoices and a fast point of sale that updates stock and accounts as you sell.
ExploreGet a quote for CRM & Customer Portal
Tell us how your business works and get a free, no-obligation quote for exactly the modules you need.
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