Free plan with 24 quotations

A simple CRM that makes sure every lead gets followed up

Capture leads, assign them to the right person, set the next step and move them to a quotation. No heavy setup, no spreadsheets.

How it helps

What you get

Leads from calls, visits and enquiries all land in the same list.

Every lead has an owner and a next action, so nothing sits unclaimed.

Set the next call or visit and get reminded when it is due.

Move a lead straight to a quotation and track it through approval.

The flow

CaptureAssignFollow upQuoteWon or lost

Do I need technical skills to set it up?

No. BizFlowSuite is built so a business owner or sales manager can start the same day.

Can I import existing leads?

Client data import and export is covered in our knowledgebase; contact us if you need help moving data.

Does it work for small teams?

Yes. It is designed for growing B2B teams, starting from a handful of salespeople.

Guide

A short checklist to make sure every lead and every quotation gets a timely, useful follow-up.

Log every visit and call, set follow-ups and see what your field team is doing.

Build quotes and proforma invoices from your price list, with approvals.

Create a free account in two minutes. No credit card needed.