BizAutomation CRM & Business Managment

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BizAutomation CRM & Business Managment

The Bizform wizard gives administrators a way to customize forms within BizAutomation CRM + Business Management.

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BizAutomation CRM & Business Managment - Floating project window

One disconcerting aspect of BizAutomations interface is the new actionwindow--the window cannot be moved.

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BizAutomation CRM & Business Managment - Master list configuration

Customizing lists is straightforward in BizAutomation; these lists can apply to any part of the sales process.

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BizAutomation CRM & Business Managment - Opportunity screen

The default configuration in BizAutomation makes price quoting central to defining a new opportunity.

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BizAutomation CRM & Business Managment - Process definition

Sales stages are defined by milestones, as well as stages within each milestone, allowing for granular processes.

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BizAutomation CRM & Business Managment - Prospect screen

Prospects are linked to other relevant data, such as open opportunities and action items, through tabs.

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