Lead management
Keep every enquiry in one list, see where each one came from, and turn interest into a quotation.
Features
Everything between a lead and a closed deal
Each part of BizFlowSuite has its own page. Open one to see what it does, how it works and which plan it is on.
Calls & follow-ups
Log each call with its outcome and notes, and set the next follow-up date so nothing slips.
Quotation & proforma invoice builder
Create branded quotes and proforma invoices for a customer in minutes, and share them as PDFs.
Quote approval workflow
Send every quotation through approval before it goes out: one step on Free, manager then finance on Growth and Enterprise.
Expense tracking & approvals
Record field visits and expenses with GPS, and keep reimbursement claims in one reviewed list instead of an inbox.
Product & pricing database
Keep products and prices in one place so every quotation your team sends uses the same numbers.
Business card scanner
Read the details off a business card with OCR instead of typing them in by hand.
Reports & analytics
Track your team with reports and analytics, and export reports as CSV or PDF on Enterprise.
Team roles & permissions
Add your team, give each person a role, and grow from 2 users on Free to unlimited on Enterprise.
See these modules against your own process
Start on the free plan, or book a short call and we will walk through your current workflow.