The first release of Bizkar CRM, open to everyone on the Free plan.
Bizkar CRM is now open for early access. It is a new product from a small team, and we are building it with our first customers, so tell us what you need.
What is in this release
- Leads, with statuses and sources you define, converted into a customer, contact and deal in one step.
- Customers and contacts, with billing and shipping addresses.
- Deals on a drag-and-drop board by stage, with value, probability and expected close date.
- Products and quotes: a product catalogue with CSV import and export, quotes with line items, discounts and taxes, and PDF quotes from templates you can edit.
- Contracts, including annual maintenance contracts (AMCs): start and end dates, value, billing frequency, renewal type and response time. Lapsed contracts move to Expired automatically.
- Service tickets linked to a customer and contract, with priority, status and due date.
- Activities and notes on any record: tasks, calls, meetings and emails.
- Pipeline and forecast reports.
- Team access: roles with fine-grained permissions, user groups, custom fields and picklists.