BIZOMAT Customer Relationship ManagementCRM for short
Customers, leads and deals, managed with your team.
BIZOMAT Customer Relationship Management (CRM) keeps your contacts, companies, leads, deals and follow-ups in one shared place. Work your pipeline on a board, plan every activity and see what is closing from live reports.
Sign-in required. It uses your BIZOMAT account: the same email and password as Project Management. New to BIZOMAT? Create an account on the sign-in page.
What it does
Every customer, and every conversation with them, in one place
Customer relationship management (CRM) is how a business keeps track of the people it sells to and everything said and agreed with them. BIZOMAT keeps contacts, companies, leads, deals and activities on shared records, so anyone on the team can pick up where a colleague left off.
Contacts and companies
Everyone you deal with and the businesses they work for: several emails and phone numbers, tags, custom fields, pictures and logos, and a warning before you add a duplicate.
Leads you can qualify
Statuses from New to Converted, a lead score that explains itself, and conversion into a contact, a company and a deal in one step.
Pipelines and deals
Your own pipelines, stages and probabilities. A board you drag deals across, Won and Lost, products and services on each deal, and its stage history.
Activities and follow-ups
Calls, emails, meetings, visits, demonstrations, tasks and more, assigned with a due date and priority, on lists, a calendar and your own calendar app.
Dashboard and reports
Open pipeline, weighted forecast, win rate and overdue follow-ups at a glance, and eleven reports with a chart, a table and CSV export.
Automations
Seven ready-made automations in every new organisation, and your own: a trigger, conditions and actions such as notify, create a follow-up or flag a deal.
Pipelines and deals
A pipeline you can see and move
A new organisation starts with a sales pipeline of 5 stages. Rename them, add your own, set each stage's probability, or add more pipelines.
Drag a deal to the next stage, or onto Won or Lost; a menu on each card does the same from the keyboard. A deal keeps its value, products and services, contacts, competitors and the time it spent in each stage. Its weighted value (value times probability) feeds the forecast.
Qualification
10% probability
Needs analysis
25% probability
Proposal
50% probability
Negotiation
75% probability
Contract sent
90% probability
Won or Lost
Closed deals leave the board and count in the reports. A lost deal records why.
What it looks like
The real product
Captured from the running application with a fictional organisation and example data. More screens are in the user guide.
Leads, contacts and companies
From first enquiry to loyal customer
Capture leads
Record each enquiry with its source and estimated value. Statuses run New, Contacted, Engaged, Qualified, Unqualified and Converted, and you can change them.
Score and qualify
Each lead gets a score from its details and its activity, and the lead shows how the score was reached. Set it by hand when you know better.
Convert in one step
Turn a qualified lead into a contact, a company and a deal at once, new or existing. Its activities move with it, and a lead converts only once.
One history per customer
Every record has a timeline of changes, activities, notes and documents, newest first. A company's timeline includes its contacts and deals.
Duplicates flagged
While you type, the CRM warns you when an email address, phone number, name or website matches a record you already have.
Your own fields and lists
Add custom fields of 11 types, tags, and your own lists of statuses, sources, industries and lost reasons.
Activities and follow-ups
Follow-ups that do not slip
Plan every call, meeting and visit against the customer and the deal, assign it with a due date and a priority, and see what is overdue.
11 activity types
Call, Email, Meeting, Appointment, Follow-up, Presentation, Demonstration, Proposal, Customer visit, Task and General. Rename them or add your own.
Your day in one list
My activities, Overdue, Upcoming, Team activities and Completed. Tick an activity to complete it, and record the outcome.
A calendar, and yours
A month calendar of activities, a calendar file for any activity, and a private address your own calendar app can subscribe to.
Notes, comments and documents
Notes, internal comments and meeting notes on any record, with @mentions that notify a colleague. Proposals, quotes and contracts are kept with their versions.
Dashboard and reports
Know what is closing, and why deals are won or lost
The dashboard shows open pipeline, weighted forecast, value won, win rate, new leads, lead conversion, contacts and companies, and overdue follow-ups.
Charts show revenue by month, open deals by stage, the conversion funnel, lead sources and completed activities per week. Filter by dates, owner, team and pipeline. Everything is computed from your records when you open it.
11 reports
- Lead conversion
- Sales pipeline
- Revenue
- Won and lost deals
- Salesperson performance
- Lead source performance
- Activities
- Monthly and quarterly trends
- Forecast revenue
- Deal ageing
- Sales cycle duration
Each report has its figures, a chart, a table and CSV export.
Automations
Routine follow-ups happen by themselves
An automation is a trigger, conditions and actions.
Triggers include a new or reassigned lead, a lead changing status, a new contact, a deal being created, entering a stage, won, lost or close to its expected close date, and an activity being assigned or becoming overdue. Actions notify people, create a follow-up, set a priority, flag a deal or assign an owner. Each event runs an automation once, and every run is kept in its history.
Every new organisation starts with these 7
- Tell the owner about a new lead
- Remind about overdue follow-ups
- Tell managers when a high-value deal moves
- Follow up after a proposal
- Tell people about tasks assigned to them
- Flag deals close to their expected close date
- Tell the team when a deal is won or lost
Switch any of them off, change them, or add your own.
Organisations, roles and permissions
The right access for everyone on the team
Create an organisation for each business you run, belong to several, and switch between them. Invite colleagues, group them into teams and give each a role. Owners and administrators can fine-tune what the other roles may view, create, edit, delete, import and export.
Owner
Everything, including handing over ownership and deleting the organisation. Each organisation has exactly one.
Administrator
Everything else: members, roles, permissions, settings and every record.
Manager
All records, pipelines, fields, lists, products, automations and teams. Invites people but does not change roles.
Sales Executive
Sees all records and adds new ones; edits and deletes the records they own; sees reports. No import or export.
Member
Sees all records, adds new ones and edits the ones they own. Never deletes.
Viewer
Reads everything their organisation allows, and changes nothing.
Search, views and your data
Find anything, and take your data with you
Search everything
One search across contacts, companies, leads, deals, activities and notes.
Filters and saved views
Filter on any field, tag or custom field, choose and sort the columns, and save the view. Managers and administrators can share a view with the whole team.
Bulk changes
Select records to assign them, change their status or priority, tag, archive, delete or restore them at once.
Import and export
Bring contacts, companies and leads in from a CSV file, matching its columns and deciding what happens to duplicates. Export what you can see.
Email, calendar and other tools
What connects today, and what does not yet
Works today
- Logging emails
- Write to a contact from a template; the CRM opens your own mail program with it filled in and logs the email on the record.
- Invitations and notifications
- Sent by email when the platform's email service is set up. Otherwise the CRM gives you an invitation link to share, and notifications appear in the app.
- Calendar
- A calendar file (.ics) for any activity, and a private subscription address for your calendar app, which you can replace or stop at any time.
- Project Management
- Turn any activity into a task in a Project Management project; the task links back to the customer.
- CSV
- Import contacts, companies and leads; export lists and reports.
Not available yet
- Gmail and Microsoft 365
- Mailbox synchronisation is not switched on: the CRM does not read your mailbox or send from it. Settings, Integrations in the app says the same.
- Email to customers from BIZOMAT
- Emails to customers go from your own mail program, and the CRM logs them as logged, never as sent.
Accounts and security
Your customers are visible only to your organisation
- One BIZOMAT account for Project Management and the CRM, with the same protected sign-in.
- People outside an organisation cannot see it, or even tell that it exists.
- Every list, search and report is limited to your organisation, and the database itself refuses links between two organisations.
- The server checks every permission; the screens only hide what you cannot use.
- Documents are served only to people who can see the record they belong to.
- An audit trail records changes, imports and exports. Archived and deleted records can be restored.
Getting started
Start in five steps
The user guide walks through each step, and everything after it, screen by screen.
Sign in
Use your BIZOMAT account (the same email and password as Project Management), or create one on the sign-in page.
Create your organisation
Give it a name and a currency. It starts with a 5-stage sales pipeline and 7 automations, and no sample records.
Invite your team
Invite colleagues by email and choose each person's role.
Add your customers
Create contacts, companies and leads, or import them from a CSV file.
Work your pipeline
Add deals, move them across the board, plan follow-ups, and watch the dashboard.