Powerful features for every department

BizFlow brings together CRM, inventory, sales, purchases, manufacturing, and task management in one unified platform. Explore what each module can do.

CRM & Lead Management

Turn leads into customers with a powerful, visual sales pipeline

BizFlow CRM dashboard — pipeline value, conversion rate, today's follow-ups, and lead sources

Visual Pipeline

Drag-and-drop Kanban board with stages: New, Qualified, Proposal, Negotiation, Won/Lost.

Lead Scoring

Dynamic 0-100 scoring based on profile completeness, engagement, deal size, and priority.

Workflow Automation

Auto-assign leads, set priority, send notifications, and create tasks based on custom rules.

Email Integration

Send emails with templates, track opens, and manage follow-ups directly from the CRM.

WhatsApp Integration

Share quotes, catalogs, and messages via WhatsApp with pre-built templates.

Activity Calendar

Visual calendar for all lead activities, follow-ups, tasks, and deadlines.

Quote Management

Create, compare, and version quotes with PDF/DOCX export and email sharing.

CRM Analytics

Team performance, lead source analysis, conversion rates, and pipeline value reports.

Inventory Management

Complete control over your products, stock levels, and catalogs

Product Master

Comprehensive product data: pricing tiers, HSN codes, dimensions, material grades, and images.

Stock Tracking

Real-time stock levels with low-stock alerts, reorder points, and safety stock management.

Barcode Scanning

Scan barcodes to quickly identify products and perform inventory operations on mobile.

Catalog Generation

Create professional product catalogs as PDFs with images, specs, and pricing for sharing.

Sales & Invoicing

GST-compliant invoicing with professional document generation

Tax Invoices

GST-compliant tax invoices with auto-calculation of CGST, SGST, and IGST.

Multiple Invoice Types

Tax invoice, proforma invoice, and delivery challan — each with proper formatting.

PDF Export

Professional invoices with your logo, signature, terms, and complete tax breakdown.

Sales Reports

Product-wise, customer-wise, and period-wise sales analytics with CSV export.

Purchase Management

Streamline procurement with approval workflows and supplier tracking

Purchase Orders

Create POs with full lifecycle: Draft, Submitted, Approved, Rejected, Received.

Multi-level Approvals

Configurable approval chain with comments, history tracking, and rejection handling.

Goods Receipt

Record partial/full deliveries with quality check flags and auto stock updates.

Supplier Ledger

Track supplier payments, outstanding balances, and complete transaction history.

Manufacturing

End-to-end production management from BOM to finished goods

Bill of Materials

Create multi-level BOMs with components, waste percentages, and approval workflows.

Work Orders

Multi-stage production tracking with material issue, stage execution, and completion.

Material Planning

Pre-production stock check showing required vs. available quantities and shortages.

Production Tracking

Complete audit trail: stage progress, material consumption, and work order history.

And Much More

Task management, documents, reports, notifications, and team collaboration

Task Management

Full lifecycle tasks with assignment, deadlines, attachments, and CRM integration.

Document Management

Google Drive-like file system with folders, upload, search, and multi-format support.

Smart Notifications

11 notification types with per-channel control for push and email delivery.

Team & Permissions

6 preset roles with granular module-level permissions and invite-based onboarding.

Ready to see it in action?

Take the self-guided product tour or book a personalized demo.