Discover How BizToWeb Will Help You Grow Your business Easier Than Ever

Organize the list of clients, recording for each of them relevant information: tax data, contact methods, contracts and projects, relevant documents, but also the number of hours used to solve client-related tasks.

For each client, you can generate and save projects, contracts, minutes, but also various forms that you use in your activity: notices, requests, certificates.

You can change the status of customers and record their journey from prospects to customers.

BizToWeb offers the basic functionalities of a CRM: recording interactions with a prospect and generating price offers for it. You can use the product catalog, where you can choose each item in the offer or add a new product, and the catalog will grow automatically.

Prices can be made personally, on each client. If a supplier’s quote is needed to complete the offer, there is the possibility to export a PDF or XLSX file or send it to the supplier via email.

Also, once completed, the offer can be exported to PDF and XLSX or sent by email.

If you share resources within your company, BizToWeb will help you organize your usage time and optimize your schedule.

Define resources, whether they are meeting rooms, machines, machinery or consulting services, configure their availability schedule and occupancy intervals.

Plus, use your personal and team calendar to schedule meetings and meetings without getting cluttered.

We all have activities planned on the agenda. With BizToWeb, you can add them to your reminder list, so the system will send you an email on the appointed day.
For recurring activities, you can set these emails to come monthly, quarterly, semi-annually or annually with a simple setup.

And for team reminders, you can choose which teammate the email will be sent to.

Based on various project management methods, these modules help small teams, especially working on several projects/contracts simultaneously, to plan, track and complete tasks.

In the activity section, each team member can report their work, generating load, kpi, and progress reports.

Although it was designed for fleet management, this module is also successfully used for production equipment management. With its help, you can manage the cars, with their full details, as well as changes to the CIV, equipment and odometer. The module gives you the possibility to view and save repair histories, ITP, distribution changes, periodic interventions and tires.

And, to never delay maintenance or insurance, you can set one-time or recurring reminders.

Without doing the billing part, the module helps you track the company’s cash flow, record expenses and receipts per project/contract.

Its purpose is to give the entrepreneur a clear picture of the profitability of the contract or firm. This data is not visible to all employees, but only to the administrator.

Each of the employees can have an account on BizToWeb.

Within the account, they can record their timesheets, generate requests from predefined forms, and add history for projects or clients they have dealt with. From the employee account, they can see the tasks assigned to them, close them or add comments.

For the company administrator, this module allows the generation of documents, certificates and contracts/annexes for employees.

One of the most powerful modules, defined form functionality indefinitely extends how the app can help you.

With prior configuration, you can set templates for contracts with customers and suppliers, for employees, for minutes, statements, certificates.

Extremely useful if you have to generate documents for client projects, the module automates a large part of these processes, making your work easier.