Biztimize CRM connects every step of the customer lifecycle: lead capture, opportunity qualification, quotation, sales order, and invoice — all linked, all auditable, and all visible in a single workspace.
What You Can Do
- Capture and qualify Leads with source tracking, assignment, and follow-up reminders so nothing falls through the cracks.
- Convert leads to Opportunities with weighted pipeline stages, expected close dates, and revenue forecasting.
- Generate professional Quotations with line items, incoterms, currency, and custom terms — and email them directly from the system.
- Confirm Sales Orders from accepted quotations in one click, locking the price and triggering fulfilment workflows.
- Issue Sales Invoices that auto-post to Financial Accounting, eliminating double-entry between sales and finance.
- Analyse performance in the built-in Pivot View — drag-drop fields to slice revenue, margin, and pipeline by customer, product, region, or period.