CUSTOMER SERVICE & EXPERIENCE MANAGEMENT

BizCRM

Every Customer Matters. Every Interaction Counts.

AI Co-Developed. Customer-Centric. Business-Connected.

BizCRM by BizOSOne brings customer onboarding, customer relationships, incident management, service workflows, communications, surveys and analytics together in one integrated platform, helping you deliver a consistent and exceptional customer experience.

One Platform. Complete Customer Service Management.

Customer 360°

A complete view of customers, contacts, interactions, incidents and documents.

Incident Management

Structured tickets with category-based workflows, SLAs and escalations.

Customer Onboarding

Simplify and streamline customer onboarding with configurable processes.

Omni-Channel Engagement

Email, customer portal, website and other channels with Open APIs for incident management.

Surveys & Feedback

Capture customer satisfaction and service experience to drive improvement.

Cross-Sell Management

Identify and manage cross-sell opportunities from customer relationships.

Documents & eSign

Store, share and get approvals with electronic signatures.

Email Inbox to Ticket

Create service tickets directly from customer emails with one touch.

Tasks & Activities

Manage follow-ups, reminders and team activities.

Correspondence Management

Track electronic correspondence and courier management.

Why Choose BizCRM?

AI Co-Developed

Modern and intelligent platform.

Simple & Easy to Use

User-friendly UI/UX with broad functionality.

Performance Enabled

Reliable, scalable and high performance.

Economical Cost

Enterprise capabilities at affordable cost.

On-Premises or Cloud

Flexible deployment models.

Know Your Customer. Manage Every Incident. Deliver Every Resolution.

BizCRM gives your service teams the customer context, processes and visibility they need to manage customer requests from first contact through resolution, with SLA-driven workflows, escalations and AI-assisted support.

1. Customer Onboarding & Customer 360°

A complete view of your customers, contacts and service history.

Structured customer onboarding
Centralised customer, account and contact records
360° view of incidents and interactions
Customer documents and correspondence
Customer history and service activities
Relationship context for better service continuity

2. Customer Incident & Interaction Management

Track, manage and resolve every customer request.

Create, assign, track and resolve incidents
Category and subcategory classification
Priority and status tracking
Complete interaction history
Consistent record of customer engagement
Link to customer, contact and related documents

3. One-Touch Email-to-Ticket Creation

Turn customer emails into actionable service tickets.

4. SLA-Based Workflows & Escalations

Ensure timely resolution with complete visibility.

Configurable workflows by category and subcategory
Define response and resolution SLAs
Automatic escalation rules
Real-time SLA monitoring
Overdue and at-risk incident tracking
Notifications and alerts to stakeholders

Additional Service Features

Incident Categorisation & Prioritisation

Interaction History

Notes & Attachments

Internal & Customer Communication Tracking

Knowledge Base Integration

Link to Tasks, Documents and Related Records

One Connected Experience. From Customer Contact to Closure.

Connected Customer Engagement & Service Productivity. BizCRM brings people, processes and information together to help your service teams engage with customers, coordinate activities, manage documents and deliver a consistent and exceptional service experience.

1. Customer Portal

Empower your customers with self-service.

2. Customer Surveys & Feedback

Understand your customers. Improve continuously.

3. Documents, eSign & Correspondence

Manage all customer documents and communications.

4. Email Inbox Message Centre

Turn customer emails into service tickets with one touch.

5. Tasks, Activities & Calendar

Stay on top of your service activities.

6. Contact & Relationship Management

Build stronger and more valuable relationships.

AI-Powered Insights. Better Decisions. Happier Customers.

BizCRM combines AI, analytics and connected business applications to help you deliver faster resolutions, improve customer satisfaction and turn service relationships into long-term business value.

1. AI RAG & AI Assistant for Customer Service

Find answers. Work smarter. Resolve faster.

Access information from your knowledge base using AI RAG
Get AI assistance for customer service activities
Draft responses and summaries
Reduce resolution time and improve consistency
AI responses can be reviewed before sending

2. Dashboards & Analytical Reports

Turn service data into actionable insights.

Real-time dashboards for service operations
SLA, escalation and resolution analysis
Team and agent performance reporting
Customer feedback and survey analysis
Category and subcategory reporting
Customer onboarding and engagement analytics
Export and share reports in standard formats

3. Open APIs & Omni-Channel Integration

Connect customer incidents from multiple channels: website / customer portal, email, WhatsApp, mobile app, external systems and other channels.

Open APIs for easy integration with external systems
Connect incidents from multiple channels
Integrate with websites, customer portal and other applications
Exchange customer, incident and document data
Support a more connected service ecosystem

4. Cross-Sell Management

Turn service relationships into growth opportunities.

5. Connected BizOSOne Applications

Work seamlessly with the wider BizOSOne ecosystem.

6. Deployment, Security & Compliance

Flexible, secure and enterprise-ready.

On-Premises or Cloud deployment: choose the model that suits your business
VAPT Certified: security assurance through VAPT certification
GDPR Compliant: privacy-focused data processing for applicable requirements
ISO 27001 Certified: information security management
ISO 9001 Certified: quality management standards
SEI-CMM Compliant: mature development practices

Integrated with the BizOSOne Ecosystem

Work seamlessly with other business applications.

Sales & Marketing Finance & Accounting HRMS & Payroll Procurement Project Management Inventory & Stores Expense Management Document Management eSign Tasks & Activities Unified Calendar BizConnect Meetings Correspondence Management Contact & Relationships More Modules

Enterprise Ready. Trusted & Secure.

On-Premises or Cloud Deployment

VAPT Certified

GDPR Compliant

ISO 9001 Certified

ISO 27001 Certified

SEI-CMM Compliant

Open APIs for Integrations

Frequently Asked Questions

Quick answers about BizCRM customer service management.

What is BizCRM?

BizCRM is an AI co-developed customer service and experience management platform from BizOSOne. It brings customer onboarding, customer 360° records, incident management, SLA-based workflows, communications, surveys and analytics into one integrated platform.

Can BizCRM create tickets from customer emails?

Yes. With one-touch email-to-ticket creation, a customer email becomes a service ticket with subject and message details captured automatically, linked to the customer and contact, and routed using category, priority and assignment rules.

Does BizCRM support SLAs and escalations?

Yes. You can configure workflows by category and subcategory, define response and resolution SLAs, set automatic escalation rules and monitor SLAs in real time with alerts for overdue and at-risk incidents.

Does BizCRM include an AI assistant?

Yes. The AI RAG assistant retrieves answers from your knowledge base, drafts responses and summaries to reduce resolution time, and AI responses can be reviewed before sending.

What deployment options and integrations are available?

BizCRM can be deployed On-Premises or on Cloud. Open APIs let you connect websites, customer portals, email, WhatsApp, mobile apps and external systems, and it integrates with other BizOSOne modules.

What security and compliance does BizCRM offer?

BizCRM is VAPT certified, GDPR compliant, ISO 9001 and ISO 27001 certified, and SEI-CMM compliant.

Better Service. Stronger Relationships. With BizCRM.

Every Customer. Every Interaction. A Stronger Future. People. Processes. Performance. Together.

Explore the BizOSOne Platform

INDUSTRIES

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BizOSOne Enterprise