BizFlow
CRM · Branding · Workspace · SMS · Custom fields — all live

Everything your business needs in one place

From pipeline CRM and white-label branding to mail, documents, ERP, bookings, and AI — BizFlow scales with your industry.

One dashboard

Industry KPIs, revenue, and team activity in a single view.

Roles & permissions

Invite your team with granular access across every module.

Production-ready

RBAC, audit trails, rate limiting, and encrypted tenant data.

Advanced CRM

Manage the full sales cycle from first touch to closed deal.

  • Kanban deals board with stages and expected close dates
  • Leads, contacts, and customers in one workspace
  • Activity timeline — calls, emails, notes, and SMS
  • Custom fields on deals and CRM records

SMS & outreach

Send SMS from CRM without leaving your workflow.

  • SplitSMS integration with per-tenant sender ID
  • Send and log SMS as CRM activities
  • Test messages from settings before going live

Tenant branding

Make the platform look and feel like your company.

  • Primary, secondary, and accent brand colors
  • Logo and display name on auth and dashboard
  • Branded public booking and workspace pages

Custom workspaces

Give every business its own front door on the web.

  • Branded workspace subdomains
  • Custom domain (CNAME) with DNS verification
  • Host-based routing to the right tenant

Custom form fields

Capture the data your business actually needs.

  • Create fields in Settings — text, number, date, select, and more
  • Attach fields to employees, deals, and other forms
  • Validation and values stored per record

Finance & billing

Quotes, invoices, expenses, and subscription plans.

  • Invoice builder with PDF export and numbering
  • Quotes linked to CRM deals
  • Expense tracking and accounting reports
  • Stripe-backed subscription billing

Workspace mail

Unified email inside your business workspace.

  • Connect SMTP/IMAP accounts
  • Templates, signatures, labels, and threading
  • Send from CRM and link messages to contacts

Collaboration

Chat, boards, and tasks for distributed teams.

  • Channels, DMs, and real-time message streams
  • Kanban boards with checklists and comments
  • Tasks, approvals, and team activity feed

Documents

Secure file management with permissions.

  • Folders, versioning, and granular access control
  • Google Drive and SharePoint sync
  • Search across document content

ERP & operations

Inventory, HR, procurement, and industry modules.

  • Inventory, purchase orders, and vendors
  • HR — payroll, leave, attendance, departments
  • Industry add-ons for retail, healthcare, agriculture, and more

AI & automation

Intelligence and rules that reduce manual work.

  • AI assistant and semantic search
  • Forecasting, insights, and anomaly detection
  • Configurable automation workflows

Bookings & calendar

Let customers schedule time with your team.

  • Public booking pages per event type
  • Embeddable widgets for your website
  • Calendar sync and availability rules

Start free — upgrade when you need more seats, SMS volume, or custom domains.