What Bizkar CRM does today

From the first enquiry to the service visit after the sale. Every organization gets all of this, including on the Free plan.

Leads, Customers & Contacts

Keep every enquiry, and turn the good ones into customers

Record leads as they come in, move them through your own statuses, and convert them when they are ready to buy.

  • Your own statuses and sources: set the lead statuses and sources that match how you work.
  • One-step conversion: a lead becomes a customer, a contact and a deal without retyping anything.
  • Customers and contacts: companies and the people you deal with, with billing and shipping addresses.
  • Assignment: give each record to a team member, and filter by who owns what.
Lead
Priya (sample)Qualified
Office manager · Sample Traders · Source: Website
Deals & Pipeline

See every deal on one board

Deals sit in columns by stage. Drag a card to move it on, and see at a glance what is close to winning.

  • Drag-and-drop board: move deals between your stages.
  • What matters on each deal: value, probability, expected close date and the main contact.
  • Reports: your pipeline by stage, and a forecast of what is likely to close.
Deal (sample)
CCTV installation₹1,20,000
Stage: Quote sentProbability 60%
Products & Quotes

Quotes that look the same every time

Build a quote from your product catalogue and send it as a PDF made from your own template.

  • Product catalogue: your products and services with prices and units, with CSV import and export.
  • Line items, discounts and taxes: reusable percentage or flat adjustments.
  • PDF quotes: generated from a template, which you can change to match your brand.
  • Quote statuses: draft, sent, accepted or rejected.
Quote Q-0012 (sample)
4 × Camera, installed₹96,000
Recorder and cabling₹24,000
GST 18%₹21,600
Total₹1,41,600
Contracts & AMCs

Know which customers are under contract

Record annual maintenance and operation contracts, and link them to the customer, deal and quote they came from.

  • The terms that matter: start and end dates, value, billing frequency and renewal type.
  • Promised response time: note the response time you agreed with the customer.
  • Expiry: contracts past their end date move to Expired on their own.
  • Renewals: a renewal is linked to the contract it replaces.
Lift AMC (sample)Active
1 Apr 2026 – 31 Mar 2027 · Billed quarterly · Response within 24 hours
₹90,000 / year
Service Tickets & Activities

Look after customers after the sale

Log each customer issue as a ticket, and keep the calls, visits and notes around it in one place.

  • Tickets: linked to the customer, contact and contract, with priority, status and a due date.
  • Activities: tasks, calls, meetings and emails on any lead, customer, deal or quote.
  • Notes: keep the details on the record they belong to.
Ticket T-0041 (sample)High
Lift stuck between floors
Contract: Lift AMC · Due today
Your Team & Settings

Give each person the access they need

Invite your team to your organization and decide what each person can see and change.

  • Roles and permissions: choose who can view, create, update or delete each kind of record.
  • User groups: organise your team.
  • Custom fields and picklists: add the fields your business needs to leads, customers, contacts, deals and tickets.
  • Separate organizations: each organization's data is kept apart from every other.
Role: Sales rep (sample)
LeadsView · Create · Update
DealsView · Create · Update
BillingNo access
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