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SALES CRM & REVENUE MANAGEMENT

BizSales

One Connected Platform. Every Sales Opportunity. Greater Business Momentum.

AI Co-Developed. Integrated. Omni-Channel.

BizSales by BizOSOne is an AI Co-Developed, integrated Sales CRM platform that helps you capture leads, manage customer relationships, drive sales execution and accelerate revenue growth, all within one unified business ecosystem.
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Smart Selling. Stronger Relationships. Higher Revenues. Together.

Leads & Opportunities

Accounts, Contacts & Relationships

Quotations & Sales Orders

Target & Incentive Management

Partner & Channel Sales

AI Insights, Lead Scoring & Recommendations

Built for Modern Sales Teams

AI Co-Developed

Modern, intelligent and continuously evolving platform.

Complete Sales Lifecycle

From lead capture to order and beyond.

Connected Business Applications

Email, WhatsApp, Meetings, Documents, eSign, Expenses, Tasks and more.

Mobile Ready

Android & iOS apps for sales on the move.

Simple, Powerful & Easy to Use

User-friendly UI/UX with broad functionality.

High Performance & Economical

Enterprise capabilities at an affordable cost.

Key Capabilities

Omni-Channel Lead Management

Capture leads from website, campaigns, social media, partners and external systems via Open APIs.

Lead Scoring & Qualification

Prioritise leads with configurable and AI-based scoring rules.

Opportunity & Pipeline Management

Track stages, forecasts, conversion and win rates.

Cross-Sell & Up-Sell Opportunities

Identify additional products and services for existing customers.

Partner & Channel Sales Management

Manage partners, referrals, partner pipelines and performance.

Quotations & Sales Orders

Create, track and convert quotations to sales orders.

Target & Incentive Management

Company, team and individual targets with hierarchical achievement and incentives.

Customer Communication & Engagement

WhatsApp Business, Email Inbox Message Centre, BizConnect online meetings.

Documents, eSign & Proposals

Manage proposals, contracts and documents with electronic signatures.

Tasks & Activities & Unified Calendar

Plan, track and coordinate follow-ups, meetings and reminders.

Capture Every Lead. Convert More Opportunities.

An AI Co-Developed, integrated sales CRM that brings leads, opportunities, quotations, sales orders and customer relationships together, with intelligent insights and connected business applications. Turn leads into loyal customers and drive sustainable growth.

1. Omni-Channel Lead Management

Powerful capabilities for the entire sales cycle.

  • Capture leads from website, email, WhatsApp, social media, events, portals and external systems via Open APIs
  • Automatic lead creation and source tracking
  • Configurable lead assignment rules
  • Prevent duplicate leads

2. Lead Scoring & Qualification

Prioritise the leads that matter.

  • Configure scoring criteria (e.g. company size, industry, behaviour)
  • AI-based lead scoring (where enabled)
  • Prioritise high-potential leads
  • Track qualification status
  • Convert to opportunity with one click

3. Opportunity & Pipeline Management

Know where every deal stands.

  • Customisable sales stages
  • Pipeline and funnel view
  • Forecasting and win probability
  • Activity-based follow-ups
  • Lost opportunity analysis
  • Pipeline value and conversion reports

4. Cross-Sell & Up-Sell Opportunities

Grow revenue from existing customers.

  • Identify additional products and services for existing customers
  • View customer purchase history
  • AI-based recommendations (where enabled)
  • Track cross-sell / up-sell activities
  • Measure incremental revenue

5. Partner & Channel Sales Management

Sell together with partners.

  • Manage partners, resellers and channels
  • Partner lead allocation and pipeline
  • Track partner opportunities and sales
  • Partner performance and incentives
  • Collaborative deal management
  • Partner-wise dashboards and reports

6. Quotations & Sales Orders

From quotation to order, connected.

  • Create and manage quotations
  • Quotation tracking and follow-up
  • Convert quotations to sales orders
  • Manage approvals and versioning
  • Track order fulfillment and status
  • Integrated with other BizOSOne modules

Role-Based Dashboards & Reports

Insight for every role.

  • Salesperson, team leader, sales head and executive dashboards
  • Lead source analysis, pipeline value and conversion rates
  • Sales performance, target achievement and incentive reports
  • Product-wise, customer-wise and region-wise reports
  • Custom reports and data export

Every Conversation. Every Task. One Connected Sales Experience.

Connected Sales Productivity. BizSales connects your sales team with customers, partners and business applications through a unified and intelligent platform, helping you engage better, collaborate faster and close more deals.

1. WhatsApp Business Integration

Chat, engage and convert faster.

  • Connect multiple WhatsApp numbers
  • Message history linked to customers and opportunities
  • Quick replies and templates
  • Create tasks from WhatsApp messages
  • Share documents, quotations and proposals
  • Secure and trackable communication

2. Email Inbox Message Centre

Manage all customer emails in one place.

  • Multiple email accounts
  • Link emails to customers, opportunities and quotations
  • Convert emails to tasks
  • Search and organise conversations
  • Track important communications

3. BizConnect – Online Meetings

Meet, present and collaborate.

  • Schedule and host online meetings
  • Invite customers and partners
  • Share screens, presentations and documents
  • Meeting notes and follow-up tasks
  • Integrated with calendar and sales records

4. Unified Calendar

Plan, track and never miss an opportunity.

  • View sales meetings, tasks and reminders
  • Sync with email and BizConnect
  • Team and shared calendars
  • Customer and opportunity-based scheduling
  • Automatic reminders and notifications

5. Documents & eSign

Create, share and get approvals faster.

  • Store and organise sales documents
  • Share documents with customers and partners
  • eSign for contracts and agreements
  • Version control and access permissions
  • Link documents to customers, opportunities and orders

6. Tasks & Activities

Stay on top of your sales activities.

  • Create and assign tasks
  • Link tasks to customers, opportunities and deals
  • Set priorities and due dates
  • Reminders and notifications
  • Track progress and completion
  • Team collaboration

7. Expense Management

Track and manage sales expenses.

  • Submit expense claims
  • Attach receipts and documents
  • Approval workflows
  • Track reimbursement status
  • Integrated with finance and payroll

8. Mobile Apps (Android & iOS)

Your sales office on the move.

  • Access key information anytime, anywhere
  • View and update leads, opportunities and tasks
  • Schedule and join online meetings
  • Capture notes, photos and documents
  • Available on Android and iOS

9. Contacts & Relationships

Build stronger customer relationships.

  • Manage contacts and relationships
  • Multiple contacts per account
  • Track interaction history
  • Identify key decision makers
  • Link to opportunities, quotations and orders

Connected with the BizOSOne Ecosystem

Work seamlessly with other business applications.
Finance & Accounting HRMS & Payroll Procurement Expense Management Document Management eSign Project Management BizConnect Meetings Email Message Centre Unified Calendar Inventory & Stores 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 BizSales CRM.
BizSales is an AI co-developed, integrated Sales CRM and revenue management platform from BizOSOne. It helps you capture leads, manage customer relationships, run pipelines, create quotations and sales orders, and accelerate revenue growth in one unified ecosystem.
Yes. BizSales supports omni-channel lead capture from your website, email, WhatsApp, social media, events, portals, partners and external systems via Open APIs, with automatic lead creation, source tracking and duplicate prevention.
Yes. You can configure scoring criteria and, where enabled, use AI-based lead scoring and AI-based cross-sell and up-sell recommendations to prioritise high-potential leads and opportunities.
Yes. It includes WhatsApp Business integration, an email inbox message centre, BizConnect online meetings, a unified calendar and mobile apps for Android and iOS.
Yes. BizSales manages partners, resellers and channels with partner pipelines and performance, plus company, team and individual targets with hierarchical achievement and incentives.
BizSales can be deployed On-Premises or on Cloud, integrates through Open APIs and with other BizOSOne modules, and is VAPT certified, GDPR compliant, ISO 9001 and ISO 27001 certified, and SEI-CMM compliant.

From Leads to Lifelong Relationships. With BizSales.

Simplify Sales Operations. Connect Your Business. More Leads. Stronger Pipelines. Higher Revenues.
Request a Demo

www.bizosone.com

+971 543550008 / +91 9791013494

sales@bizosone.com

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Founder & Chief Architect
BizOSOne Private Limited

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