BizAutomation CRM & Business Managment

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

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

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

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

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

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