Bizex

About Bizex

Bizex is a business management platform with various tools to aid functions like HRM, Billing, Accounting, Inventory, CRM, Project, Meeting, and Expense Management. It features a geo-tagging based QR Code attendance system that is cost-effective and includes live tracking, payroll integration, and device ID lock-in. The software is also available on both iOS and Android devices for users to manage their business on-the-go. These apps also enable the organization to track the movement of the employee in pure-defined coordinates and client locations, automatically reflecting the same in their attendance. Employees can even create quotations and get them approved within the deadline from the concerned authorities. And with the Bizex Chatbots, salespeople can automatically qualify leads. A Quick Action Widget bifurcated documents and notifies users in case of any urgent files that need review. Other features include a customizable and mobile Customer Relationship Management system and Smart Expense Cards.

Pricing

Free Trial Available
Offers Custom plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

78%
Reviews

60%
Momentum

62%
Popularity

73%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)
Freelancers

API Support

Available

Modes of Support

Online

Bizex Features

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CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

78%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Document Management

Ability to store and manage various information and documents in electronic format.

HR Features

Time Off Management

Helps in managing employee absence and control the time off efficiently

Recruiting Management

Helps in managing and automating important aspects of a recruitment process

Performance Appraisal

Helps in documenting, reviewing and evaluating the performance of the employees

Payroll Management

Helps in automating the employee payment process, reduces incorrect data input and keep at bay paystub confusion

Onboarding

Helps to integrate newly recruited employees into the organization through an automated process

Employee Lifecycle Management

Provides technical support and software solution to manage everything from hire to retire

Employee Database

Helps in providing an organized collection of employee data

HR Compliance Management

Helps to stay in compliance with HR laws by notifying users of all HR law updates or changes

Time & Attendance Management

Helps keeping track of the employee hours to enable recording their worktime

Applicant Tracking

Helps in tracking, searching and scanning the applicants that in turn eases the recruitment process

Self Service Portal

Provides the employees with a website where they can update their accounts, make bill payments, avail necessary information and other self-help functions

Benefits Management

Helps in monitoring and managing non-wage compensation given to employees besides their regular salaries or wages.

PEO Services

Professional Employer Organizations (PEOs) offer small and medium-sized businesses affordable HR services and benefits by serving as co-employers and managing compliance, eliminating the need for an in-house HR department.

Employee Offboarding

Helps to streamline the employee exit process by automating administrative tasks, managing documentation, and facilitating communication, all while protecting the company's brand and reputation.

Training Management

Automates the documenting processes involved in training management and records the performance of employees during training sessions

Compensation Management

Manages employee compensation related data in an organized and automated manner

360 Degree Feedback

Captures and centralizes a holistic feedback of the target audience that helps in making business decisions.

Billing and Invoicing Features

Online Payments

Accept payments online directly through your account

Online Invoicing

Create invoices online and email them to your clients with just one click

Mobile Payments

Accept payment directly on your mobile handset

Multi-Currency

Enables payment and collection in multiple currencies.

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Quotes (Estimates)

Helps in providing quotes/estimates that offers an estimation of the overall cost

Payment Processing

Helps to manage automated transactions across various online channels

Contact Database

Helps to maintain contacts and segregate them according to their needs

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Contingency Billing

Handling of bills related to contingencies

Project Management Features

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Percent-Complete Tracking

Percentage of work done on estimated items.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

Budget Management

Analyzing financial information to ensure all operations are within budget

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Idea Management

Facility to receive insights from internal and external stakeholders

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Portfolio Management

Portfolio management is the art and science of making decisions about investment mix and policy

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Bizex Pricing

Free Trial

Available

Pricing Options

Premium Plans ( Quotation Based )

Bizex Custom

Features

HR Letters
Attendance management
Live Tracking
Leave management
Payroll
Performance analytics
Document Management System
Asset Management
Exit Management
Projects
Milestone
Tasks
Reports & Analytics

Disclaimer: The pricing details were last updated on 15/02/2019 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Bizex Pricing