Turn every enquiry into a tracked, followed-up opportunity
BizOps360 CRM gives your team one shared record for every company and person you deal with — their branches, contacts, leads, follow-ups, tasks and every interaction — with pipelines that show exactly where each deal stands.
Sales teams, admissions and counselling teams, and owner-led businesses that track enquiries from first call to closed deal.
Key benefits
- No more forgotten follow-ups: Callbacks live in notebooks, personal phones and memory, and the ones that slip are usually the hottest leads. Every lead carries a next action. Overdue, due-today and upcoming follow-ups are bucketed for each user on their own dashboard. Your team starts each day knowing exactly who to call.
- One record per customer, not five spreadsheets: The same school or company appears in several sheets with different spellings and different contact numbers. Accounts hold their branches and contact persons together, and duplicate warnings appear while a record is being created. Anyone on the team can see the full relationship before picking up the phone.
- A pipeline you can actually see: Managers ask for status updates because there is no shared view of where each deal stands. Pipelines with custom stages and a Kanban board. Drag a lead to its next stage and the change is logged automatically. Weekly pipeline reviews take minutes instead of a meeting.
- History that explains itself: When a lead changes hands, the context of previous calls and promises is lost. Calls, meetings, notes, stage changes, reassignments and follow-ups are recorded on a timeline for every lead and account. Handovers are smooth and customers never have to repeat themselves.
- Know which sources and referrals work: Marketing spend and referral partners are judged on gut feeling. Reports break leads down by source, reference and pipeline stage for any period, and export to CSV or Excel. You invest more in the channels that really bring business.
Accounts, branches and contact persons
Model real customers the way they are organised — an individual, or a company with any number of branches, each with its own contacts.
- Individual and company accounts with address, GSTIN and owner
- Unlimited branches and contact persons per account
- Duplicate warnings on phone, email and company name
- Custom fields and custom values for your own data
- Bulk import from CSV or Excel with a preview before anything is saved
Leads, pipelines and the Kanban board
Track each opportunity against its account, with independent lead status and pipeline stage so qualification and progress never get mixed up.
- Multiple pipelines with your own stages, including won and lost
- Drag-and-drop Kanban board per pipeline
- Assign a lead to one or several team members
- Priority, value, interest level, enquiry date and expected close date
- Bulk reassign, status change, stage change and delete
Follow-ups, tasks and interactions
Everything your team must do next is scheduled, assigned and visible.
- Follow-up list split into overdue, due today, upcoming and completed
- Tasks linked to an account, branch, contact person or lead
- Pending, in-progress and completed task statuses
- Log calls, meetings and visits with outcome and interest level
- Complete or reschedule a follow-up in one click
Dashboards, reports and exports
See performance for this month, last month or any range you choose.
- CRM dashboard with open, won and unassigned leads
- Pipeline, lead source and reference performance reports
- Advanced filters and per-user column selection on every list
- CSV and Excel exports that respect your filters
- Role-based access so each person sees what they should
How it works
- Add or import your accounts: Create accounts by hand or bulk-import a CSV or Excel file. BizOps360 previews every row and flags duplicates before saving.
- Capture and qualify leads: Log each enquiry against its account with source, priority and interest level, and assign it to the right people.
- Schedule the next action: Every lead gets a follow-up. Interactions and outcomes are logged as your team works.
- Move deals through the pipeline: Drag leads across stages on the Kanban board. Every change lands on the lead’s timeline.
- Review and improve: Use the dashboard and reports to see what is converting, then export the numbers you need.
Pricing
CRM is included in a BizOps360 workspace and can be combined with any other module.
Your quote depends on the modules you enable and the size of your team.
CRM FAQs
- Can I import my existing customer list? Yes. Download the CSV or Excel template, fill it in and upload it. BizOps360 shows a row-by-row preview with errors and duplicates before anything is created, and large files are processed in the background.
- Can a lead be assigned to more than one person? Yes. A lead can have several assigned users. Each assignment change is logged on the lead’s activity timeline.
- Can I add fields that are specific to my business? Yes. Administrators can add custom fields to accounts, branches and leads — text, number, dropdown, yes/no and date — and they appear on forms, lists and exports.
- Does the CRM work with WhatsApp? The WhatsApp inbox shows matching CRM accounts and leads for the person you are chatting with, so your team has context while replying. Both modules need to be enabled in your workspace.
- Who can see which leads? Access is controlled by roles and permissions. Owners and administrators decide who can view, create, assign, delete or export records.