Features
BizCore Feature List
Unlock the potential of your business with BizCore. Our platform offers essential features for task management, invoicing, appointment scheduling, and customer relations, all designed to enhance efficiency and streamline operations.
Discover how BizCore can transform your business today!
Efficiently track potential clients by monitoring their progress, importing leads from various sources, and organizing them into stages with a simple drag-and-drop feature
Easily set up recurring expenses that regenerate automatically, with options to designate them as billable to customers or specific projects
Set and monitor sales goals to keep your team focused and motivated, with progress tracking and notifications for successes and challengesÂ
Manage digital wallet transactions effortlessly, allowing users to fund wallets, process payments, and track transactions for efficient financial management.Â
Design attractive proposals for leads or customers, receive notifications on their status, and automate follow-up communicationsÂ
Create unlimited web-to-lead forms to seamlessly import potential client information directly from your website, enhancing your lead generation process
Easily manage client contracts with a centralized overview, including start and end dates, PDF creation, and overdue reminders for timely follow-upsÂ
Streamline the creation of credit notes by managing billing details, itemizing products, and specifying discounts for efficient financial management
Effortlessly receive payments through various online payment gateways, enhancing convenience for your customers
Maintain a comprehensive overview of all company events, deadlines, and reminders to ensure you never miss an important dateÂ
A visual tool for managing tasks, where each task is represented as a card that you can easily drag and drop to update its status, enhancing workflow efficiency.
Create and manage knowledge base articles to provide structured information and enhance customer support.
Generate detailed reports on sales, expenses, and other key metrics to gain insights for informed decision-makingÂ
Need Advanced Features?
Accounting and Bookkeeping
The Accounting & Bookkeeping manages finances with a centralized dashboard for insights, transaction recording, and banking activity. It includes a Chart of Accounts, reconciliation tools, and comprehensive reporting for accurate financial operations.
Whatsapp Marketing
The WhatsApp Marketing enhances communication and streamlines marketing. Connect WhatsApp Business, automate responses, manage templates, and run campaigns, seamlessly integrated with your workflows.
HRMS
The Human Resource Management System streamlines payroll, HR records, staff workload, recruitment, and timesheets. It handles payroll, tax compliance, job records, training, productivity tracking, hiring, and shift management, ensuring efficient and compliant HR operations.
Facebook Lead
The Facebook Lead Integration module captures and manages leads from Facebook, automatically sending them to Bizcore CRM for efficient lead management and follow-up, helping convert leads into loyal customers.
AI Business Advisor
The AI Business Advisor simplifies decision-making by analyzing comprehensive business data and delivering insights through personalized video reports—crafted by industry experts—so you can focus on what matters most.
Appointment Management
The Appointment Management streamlines scheduling and managing appointments. It offers tools for viewing upcoming appointments, accessing past records, handling callbacks, and customizing settings for personalized management, enhancing efficiency and effective time management for businesses.
Fixed Equipment Management
The Asset Management module streamlines tracking, maintenance, and management of fixed assets. It centralizes data, supports kit creation, sign-outs, maintenance, and includes tools for audits, depreciation, and reporting, ensuring efficient equipment management.
POS System
The POS System streamlines retail operations by managing products, prices, and transactions. It supports shift management, barcode scanning, loyalty programs, and sales reporting, ensuring an efficient checkout experience with features like payment processing and customer management.
Loyalty Program
Purchase Order Management
The Purchase Order (PO) Management streamlines procurement by allowing users to create POs, convert estimates, and transition POs into Delivery Notes and Invoices. It centralizes the process, ensuring efficient and accurate management of sales-related procurement activities.
Sales Channel
The Sales Agent module streamlines sales operations with tools for managing agents and their activities. It features a central dashboard for quick insights, management tools for overseeing agents, and functions for handling sales programs and orders, boosting the efficiency and productivity of sales teams.
Inventory Management
The Inventory manages warehouse operations by tracking stock, handling vouchers, and generating packing lists. It also manages delivery notes, adjustments, and returns, ensuring accurate stock control and efficient management.
Purchase Management
Sales Agent
The Sales Agent module streamlines sales operations with tools for managing agents and their activities. It features a central dashboard for insights, management tools for overseeing agents, and capabilities for handling sales programs and orders, boosting the efficiency and productivity of sales teams.
Affiliate Management
The Affiliate Management module simplifies affiliate programs with a central dashboard, referral tracking, commission handling, and customizable settings, ensuring efficient management and smooth operations.
Workflows
The Workflow Automation module boosts productivity by automating repetitive tasks. It lets you create custom rules that trigger actions like task assignment, reminders, and priority changes as tasks move through your workflow, ensuring smooth and efficient task management.
Subscriptions
Event Management (FlexStage)
BizCore’s Event Management simplifies planning and managing events. Create event pages, automate ticketing, and sync attendees to your lead database for follow-ups. Perfect for boosting lead generation and streamlining event management.
Newsletter (MailFlow)
Backup and Restore (Flexi Backup)
FlexiBackup protects your BizCore system with automatic backup scheduling for both databases and files. Choose from backup frequencies like every 2 hours, daily, or weekly. Store data via Amazon S3, FTP, SFTP, WEBDAV, or email. With one-click file restoration, you can quickly recover from hacking, malware, crashes, or accidental deletion, ensuring fast and reliable recovery.
