Bizex Pricing, Reviews and Features (June 2023)

Bizex Features Show All Features

CRM Features

Quotes (Proposals)Quotation or a proposal is one which establishes a contractual relationship. A quotation is a supplier`s response to a request by a prospective customer - one legal entity offers a contract to another. The supplier is legally bound to the conditions of his quotation.
List ManagementList management is a series of procedures for gathering information about subscribers, analyzing their activities, ensuring the validity of their email addresses, cleaning an email list of inactive users, and so on. These steps assist companies in maintaining a healthy email list, which is essential for email marketing success.
Customer SupportCustomer support is a service provided to help customers resolve any technical problems that they may have with a product or service.
Marketing AutomationMarketing automation refers to software frameworks and technologies that help marketing departments and companies market more efficiently across multiple channels online while also automating tedious tasks. Marketing automation assists you in identifying potential buyers and automating the process of cultivating those leads to the point that they are ready to be sold to. It automates behaviors that bring customers to the point where they can be approached directly by the sales team with the goal of closing a deal and beginning a long-term partnership, and the data it collects can help you decide which marketing tactics to use.
Project ManagementProject management is the use of procedures, strategies, expertise, knowledge, and experience to meet particular project goals within agreed-upon guidelines while adhering to project approval requirements. Final deliverables are limited by a finite timeframe and budget in project management.
Call LoggingCall logging/recording aids in the management and analysis of the sales calls. It may also allow you to make, receive, record, redirect, and assign ownership to calls, as well as serve as a call logger to ensure that missed calls are never forgotten again. Call logging gives you a better understanding of what's going on with your sales calls.
Contact ManagementThe process of storing, organizing, and monitoring information about your clients, prospects, and sales leads is known as contact management. In its most simple form, an address book or an Excel or Google spreadsheet with entries for all of the people with whom you do business can be used to handle your contact details. Many companies, on the other hand, prefer to use advanced contact management software. This is particularly useful if you have a large number of contacts to keep track of or several people who need access to the information.
Referral TrackingReferral tracking means collecting data across the entire referral process; from a customer registering to become a referrer, to them sharing a referral link or code with their friend, to that friend following that link or using that code to become a customer, or taking any other action that has value to you, like downloading an app — and everything in between.
Lead ScoringLead scoring is a methodology used by sales and marketing departments to rank leads, or prospective customers by assigning values to them based on their behaviour relating to products or services.
Product CatalogA product catalog is a type of marketing collateral that lists essential product details that help buyers make a purchase decision. These details include product features, descriptions, dimensions, price, weight, availability, color, customer reviews, and more.

HR Features

Time Off ManagementTime off management feature allows organizations to create time-off policies, manage holidays, and automate approval workflows.
Recruiting ManagementThe method of hiring and choosing staff is referred to as recruitment management. It entails tasks such as posting work ads to recruit candidates, updating application forms, and arranging interviews. Automation is often added to a recruitment management system, standardizing, simplifying, and speeding up the recruitment and selection process.
Performance AppraisalA routine assessment of an employee's work performance and overall contribution to an organization is called a performance appraisal. A performance appraisal, also known as an annual review, performance review or evaluation, or employee appraisal, assesses an employee's abilities, accomplishments, and growth—or lack thereof.
Payroll ManagementPayroll management is the process of keeping track of workers' salaries, benefits, bonuses, net pay, and deductions in a financial system.
OnboardingOnboarding refers to the process of welcoming new customers, ensuring that their questions or concerns are answered, and providing new products and services as needs arise. Onboarding can take many forms, depending on the company, from welcoming calls to user groups to training sessions. Many companies struggle with both the coordination of onboarding measures and their execution through various divisions, despite the fact that it is widely regarded as a requirement for maintaining customers and deepening their relationships.
Employee Lifecycle ManagementEmployee lifecycle management (ELM) refers to various stages that an employee goes through when working for a company. HR's position in ELM is critical, and it starts even before the employee is hired. There are usually six stages in ELM namely outreach, recruiting, onboarding, growth and training, results, and offboarding. The ELM process includes how the company introduces itself, how it deals with candidates, how it invites people into the company, and how it handles their personal and professional growth.
Employee DatabaseAn employee database contains critical information, such as each employee's personal information, as well as company-related information such as their payscale, hire date, and more. That database can be used to help you better understand your employees and make data-based decisions that push your company forward.
HR Compliance ManagementHR compliance refers to a company's commitment to follow the working standards set out by employment law. This has an effect on the processes, procedures, and documents. It also means that workers are entitled to all benefits stipulated in their employment contracts. The HR Compliance Management System is a standard software program that incorporates a number of HR features, including benefits administration, attendance and timesheet management, payroll management, and compliance management.
Time & Attendance ManagementTime and attendance management is used to track and monitor when employees start and stop work. A time and attendance management system enables organizations to monitor their employees’ working hours and late arrivals, early departures, time taken on breaks, and absenteeism.
Applicant TrackingAn applicant tracking system acts as a database for clients. It is used by companies of all sizes to organize, search, and communicate with large groups of customers. Its main goal is to make life easier for organizations by automating and searching for specific applicants.
Self Service PortalA self-service portal is a website that offers information and resources to help users find answers and resolve their issues. The job of any self-service portal is to help users address common needs efficiently and without outside help.
Benefits ManagementFrom the inception of a program or project investment until the last expected profit is realized, benefits management entails defining, preparing, evaluating, and monitoring benefits. Its goal is to ensure that the desired outcomes are precise, measurable, agreed upon, achievable, and time-bound. The terms ‘benefits management’ and ‘benefits realization’ are often used interchangeably.
Training ManagementAutomates the documenting processes involved in training management and records the performance of employees during training sessions
Compensation ManagementManages employee compensation related data in an organized and automated manner
360 Degree FeedbackCaptures and centralizes a holistic feedback of the target audience that helps in making business decisions.

Billing and Invoicing Features

Online PaymentsOnline payment refers to money that is exchanged electronically. Online payment usually is the transaction that results in transfer of monetary funds from the customer bank or credit card account to your bank account.
Online InvoicingOnline Invoicing is performed using an Online Invoicing and billing Software, which automates all kinds of invoicing operations for your business. It is user-administered and therefore can be easily customized by your in-house staff according to your business needs.
Mobile PaymentsA mobile payment is a payment made for a product or service through a portable electronic device such as a tablet or cell phone. Mobile payment technology can also be used to send money to friends or family members, such as with the applications PayPal and Venmo.
Multi-CurrencyMulti-currency means using more than one currency (such as Canadian currency and American currency) in a multi currency bank account.
Offline PaymentsHelps to record cash and credit payments on retail operations
Tax CalculatorAutomatically calculates the detailed tax amount at the latest tax slab rate
Dunning ManagementHelps to manage complications of credit card payment decline and inform the customer of failed charges.
Payment RemindersHelps to chase payments as they come due with automated payment reminders
Quotes (Estimates)An estimate, as the name implies, is a rough estimate of how much anything would cost. A construction contractor, for example, may collaborate with the customer to determine their requirements. They'll then go over the resources and materials required to complete the project. Finally, they'll allocate prices, which they normally do by soliciting quotes from other vendors.
Payment ProcessingHelps to manage automated transactions across various online channels
Contact DatabaseA contact database allows a company to handle and coordinate information about its clients, customers, and other contacts more efficiently. Due to a large number of contacts and workers dealing with these contacts, many organizations often encounter duplicate data or incomplete details on contacts. When contact information is collected in a single, easy-to-use database, it provides a central location and a straightforward way to locate this type of information.
Recurring (Subscription Billing)Billing consumers on a time determined basis for products or services received
Project BillingProject billing is the ability to quickly generate invoices based on project details and design billing schedules meeting your customer demands is the final piece in maximizing the profitability of your projects.
Invoice HistoryThe Invoice History Report is needed to justify the balance for a given range of invoices. It helps you to quickly identify and review a detailed list of all activities pertaining to a specific invoice including all payments, gain/loss, credit/debit memos, and discounts.
Hourly BillingHourly billing is the most common billing method across service industries. It involves dynamic generation of billing records for projects, bringing together time, expenses, retainer balances, amounts owed and paid, and other information.
Customizable InvoicesThe information on the invoices you make is shown using a template. Customizing the templates allows you to change the way invoice information is presented. Some software offer customizable invoices that allow you to put details like contact information, due amount, due date, product description, payment details, additional notes, terms & conditions, etc. as per your need.
Customer PortalA customer portal is a website designed to give current customers access to services and information they need. It's usually private and secure, requiring log-on.
Contingency BillingHandling of bills related to contingencies

Project Management Features

Time & Expense TrackingTime and expense tracking is the process of recording and tracking hours worked and expenses as they relate to projects. Time and expense tracking may provide multiple timesheet and expense views, configurable work time, overtime, approval, and expense reporting policies to allow organizations to effectively collect and manage time and expenses based on their unique requirements. It enables companies to reduce errors, duplicate entries, and administrative overhead. It can also reduce the amount of time it takes to collect and report project data, manage timesheets and remote data entry.
Task ManagementTask management is the method of tracking the progress of your project's activities from start to finish. This entails constantly making choices for your tasks in order to accommodate adjustments that might arise in real-time, with the end goal of completing your tasks successfully.
Status TrackingThe term status tracking is used in most CRM systems to describe the process of tracking email delivery within the CRM. The most basic form of email status tracking is determining whether or not a recipient has opened an email. Some software also keep track of which of the email's individual URLs is clicked.
Project PlanningProject planning is a phase in project management where the necessary paperwork is generated to ensure that the project is completed successfully. All activities taken to identify, schedule, integrate, and organize additional plans are recorded.
Percent-Complete TrackingPercent complete tracking is a way to track project progress and is an important part of how to manage a project. A project's percent complete refers to how far along you are with any given mission (or the project overall).
Milestone TrackingA project is only considered a success if all of the client's objectives are met. These are usually articulated in terms of the complexity of what needs to be delivered, its consistency, the costs involved, and the timeframes involved. The most effective way to manage the timescale factor is to monitor milestones. Effective project preparation concentrates on the most important deliverables, with assignments outlining how the job will be structured to meet the deadlines. Milestones are used to classify these main completion dates so that projected dates can be compared to committed dates as the project progresses. This is what's referred to as milestone tracking.
Budget ManagementThe method of administering and controlling the finances associated with business ventures is known as budget management. It’s not only about coming up with a single overall number for a particular project but also about understanding the individual cost elements and the logistics of budget tracking.
Timeline ViewA project timeline is a visual list of tasks or activities placed in chronological order, which lets project managers view the entirety of the project in one place. A project timeline typically takes the form of a horizontal bar chart, where each task is given a name and a corresponding start and end date.
Project TemplatesA project template is a project that includes work packages and actions that you know you will frequently apply to various projects.
Idea ManagementIdea management is a structured process of generating, capturing, discussing and improving, organizing, evaluating and prioritizing valuable insight or alternative thinking that would otherwise not have emerged through normal processes.
Kanban BoardA kanban board is an agile project management tool designed to help visualize work, limit work-in-progress, and maximize efficiency (or flow). A kanban board helps make your work visible so you can show it to others and keep everyone on the same page.
Recurring Task ManagementRecurring task management involves ensuring that the recurring tasks (that happen over and over again on a regular basis) are properly managed by the project manager to ensure efficiency and productivity.
Resource ManagementResource management refers to the process of obtaining, allocating, and managing resources for a project, such as people and their expertise, budgets, technology, materials, machinery, and natural resources. Internal and external resources are used efficiently, on schedule, and under budget, thanks to resource management.
Requirement ManagementThe process of recording, reviewing, tracing, prioritizing, and deciding on specifications, as well as controlling change and interacting with relevant stakeholders, is known as requirement management. It is a continuous process that occurs over the duration of a project. A capacity to which a project result should adhere is referred to as a prerequisite.
Portfolio ManagementPortfolio management is described as the process of managing an individual's assets in order to maximize earnings over a set period of time.
IT Project ManagementThe planning, scheduling, execution, tracking, and reporting of IT projects is known as IT project management (ITPM). Although many industries concentrate solely on IT ventures, IT is unique in that it is present in almost all, if not all, industries.
Issue ManagementThe practice of finding and addressing problems is known as issue management. Problems with employees or vendors, technological glitches, and supply shortages can all wreak havoc on your project. If the problem isn't fixed, you risk causing needless friction, delays, or even failure to meet the deadline.

Bizex Technical details

Support

Online

Customer Type

Freelancers Large Enterprises Medium Business Small Business

API

Location / Phone Number

Bangalore, India / +91 9632214173

Deployment

SaaS/Web/Cloud

Official Website

https://bizex.co.in

Sponsored

(29341 RATINGS) Salesforce Salesforce is a futuristic Customer Relationship Management Software bringing companies and their... read more Visit Website

Sponsored

(12498 RATINGS) HubSpot CRM A forever-free customer relationship management software that provides solution to all your CRM... read more Visit Website

Sponsored

(5427 RATINGS) Pipedrive Pipedrive is a Gartner recognized sales-centered CRM that helps you streamline your sales process,... read more Visit Website

Sponsored

(1193 RATINGS) Maximizer CRM Maximizer is CRM software that helps companies build strong customer relationships. It has Sales... read more Visit Website

Sponsored

(8714 RATINGS) ClickUp ClickUp is a simple, cloud-based collaboration and project management tool created for all user... read more Visit Website

Sponsored

monday sales CRM by ... monday sales CRM allows business owners, sales teams, and RevOps to automate and manage the entire... read more Visit Website

Sponsored

(3250 RATINGS) Act! Act! CRM is designed keeping in mind the needs of small size and mid size businesses to build... read more Visit Website

Sponsored

(1096 RATINGS) Freshsales Built on the next-generation customer engagement platform, Freshworks CRM helps break internal... read more Visit Website

(8849 RATINGS) Zoho CRM Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its... read more Get Free Quote Bizex vs Zoho CRM

(4302 RATINGS) Keap Keap is an intuitive Sales, CRM and Marketing Automation software that can be utilised by... read more Get Free Quote Bizex vs Keap

(1893 RATINGS) Copper (ProsperWorks... A productivity tool that comes equipped with several sales features like online CRM, real estate... read more Get Free Quote Bizex vs Copper (ProsperWorks CRM)

(1712 RATINGS) Nutshell Nutshell is a sales automation CRM and email marketing tool for B2B teams to help them optimise... read more Get Free Quote Bizex vs Nutshell

(838 RATINGS) Thryv Thryv is a platform that enables businesses to meet modern customer’s expectations simply and... read more Get Free Quote Bizex vs Thryv

(2771 RATINGS) Nimble Nimble is a comprehensive Customer Relationship Management (CRM) solution for G Suite and Office... read more Get Free Quote Bizex vs Nimble

(739 RATINGS) Vtiger Vtiger all-in-one CRM enables businesses to streamline their marketing, sales, and support teams by... read more Get Free Quote Bizex vs Vtiger

(1268 RATINGS) Insightly Insightly is a powerful CRM tool for capturing and managing leads in every aspect of a sales... read more Get Free Quote Bizex vs Insightly

(769 RATINGS) Streak Streak is a CRM software that’s entirely integrated within your gmail inbox. It relieves you of a... read more Get Free Quote Bizex vs Streak

(394 RATINGS) Method CRM Method CRM is a customisable QuickBooks Customer Relationship Management software. It assists... read more Get Free Quote Bizex vs Method CRM

Bizex FAQs

Q. What is Bizex used for?

Bizex is CRM Software. Bizex offers the following functionalities:

Quotes (Proposals)
List Management
Customer Support
Marketing Automation
Project Management
Call Logging
Contact Management

Learn more about Bizex features.

Q. What are the top alternatives for Bizex?

Here`s a list of the best alternatives for Bizex:

Q. Does Bizex provide API?

Yes, Bizex provides API.

Bizex

Bizex Features Show All Features

CRM Features

HR Features

Billing and Invoicing Features

Project Management Features

Bizex Technical details

Bizex Pricing

Bizex Alternatives Bizex Alternatives

Bizex FAQs

Disclaimer

Bizex

Bizex Features Show All Features

CRM Features

HR Features

Billing and Invoicing Features

Project Management Features

Bizex Technical details

Bizex Pricing

Bizex Alternatives Bizex Alternatives

Bizex FAQs

Bizex Also Belongs to

Disclaimer