CRM
Every lead, every conversation, one pipeline
Leads, opportunities, and pipelines that end in an invoice — with your WhatsApp Business conversations triaged in the same inbox.
01—Pipeline
From first touch to closed deal
Capture leads, qualify them into opportunities, and move deals through pipelines you define — with activities logged along the way.
- Lead capture and qualification
- Opportunities with stages and values
- Configurable pipelines per team
- Activities and follow-ups on every record
- CRM reports on pipeline and conversion
02—Signal, not noise
Health scoring that tells you where to look
Deals and relationships get a health score, so the ones drifting toward silence surface before they go cold.
- Health scoring on relationships
- Spot at-risk deals early
- Prioritize the day by signal, not recency
- Reports across pipelines and owners
03—WhatsApp inbox
The channel your customers actually use
Connect your WhatsApp Business number in a guided flow and handle conversations in a shared CRM inbox — with AI classifying what each message is about.
- WhatsApp Business connection via Meta's official signup
- Shared team inbox with triage
- AI classification of incoming messages
- Customer document uploads over chat
- Conversations linked to the customer record
04—CRM to cash
Deals that become documents
Because CRM lives inside your ERP, a won deal turns into a quotation or invoice without re-entering anything — and the money side stays visible.
- Quotations and invoices from the deal
- Customer record shared with accounting
- Outstanding balances visible next to the relationship
- One platform, no sync jobs
Technical Specifications & Workflows
Looking for detailed engineering & accounting specs?
Explore step-by-step state machines, accounting rules, edge cases, and compliance workflows in our official documentation.
CRM questions
How does the WhatsApp integration work?
You connect your WhatsApp Business number through Meta's official embedded signup, then conversations arrive in a shared inbox inside BIZA, AI-classified and linked to customer records.
What is health scoring based on?
Deal and relationship signals in your workspace — activity and momentum — surfaced as a score so at-risk deals stand out before they go quiet.
Can a deal become an invoice?
Yes — CRM shares the platform with sales and accounting, so a won opportunity converts into a quotation or invoice without retyping.
Sell where your customers talk.
Pipeline, WhatsApp, and invoicing on one platform.