- BizAutomation CRM & Business Managment
- BizAutomation CRM & Business Managment – Floating project window
- BizAutomation CRM & Business Managment – Master list configuration
- BizAutomation CRM & Business Managment – Opportunity screen
- BizAutomation CRM & Business Managment – Process definition
- BizAutomation CRM & Business Managment – Prospect screen
BizAutomation CRM & Business Managment

The Bizform wizard gives administrators a way to customize forms within BizAutomation CRM + Business Management.
BizAutomation CRM & Business Managment – Floating project window

One disconcerting aspect of BizAutomations interface is the new actionwindow–the window cannot be moved.
BizAutomation CRM & Business Managment – Master list configuration

Customizing lists is straightforward in BizAutomation; these lists can apply to any part of the sales process.
BizAutomation CRM & Business Managment – Opportunity screen

The default configuration in BizAutomation makes price quoting central to defining a new opportunity.
BizAutomation CRM & Business Managment – Process definition

Sales stages are defined by milestones, as well as stages within each milestone, allowing for granular processes.
BizAutomation CRM & Business Managment – Prospect screen

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


