Bizto India CRM Panel replaces scattered Excel sheets, notebooks and separate apps with one secure dashboard that your whole team can use.
Manage your leads, customers, sales, and follow-ups from one powerful dashboard. The CRM is built to streamline daily operations, improve customer engagement and boost team productivity.
Every enquiry is tracked in real time, follow-ups are reminded automatically, WhatsApp and email messages go out on schedule, and each employee sees only what you allow. If you sell online, the same panel also runs your website store.
Each module covers one part of your daily work. They share the same customer data, so nothing has to be typed twice.
See the whole business at a glance, with Total and Today cards and an optional date filter.
One simple rule everywhere: a person with at least one invoice is a Customer, otherwise an Enquiry.
Add the questions your business needs without any developer.
Keep one product list for the shop counter and the website.
Create invoices in seconds from your product list.
Nobody forgets a call, a birthday or a follow-up.
Messages go out on their own, using templates you control.
Bring leads in from other places instead of copying them by hand.
Give every employee exactly the access their job needs.
This is the daily flow inside the CRM Panel, from the moment someone contacts you.
It comes from your website form, a connected lead portal, a call or a walk-in entered by staff. The CRM saves it with its source and rings the notification bell so the team sees it immediately.
Staff add remarks, set the next follow-up date and keep the full conversation history on the customer profile. A welcome message goes out on WhatsApp and email when a new customer is added.
When the customer buys, a GST invoice is created from your product list. The enquiry now becomes a Customer, stock is updated and pending payments are tracked.
Birthday and anniversary wishes, and follow-up messages after a period of silence, are sent on schedule by the CRM. Any new remark, update or bill restarts the follow-up timer.
The dashboard shows customers, enquiries, billing, pending payments, low stock and online sales, so decisions come from live data and not guesswork.
Your e-commerce website reads everything from the CRM. Change a banner, price, colour or policy in the panel and the website updates, with no coding and no developer call.
Filters for category, price, size, colour and offers, with fast product search.
Cart drawer, wishlist and coupons that work without reloading the page.
Saved addresses, GST, state shipping, COD, and Razorpay for UPI, cards and net banking.
Email OTP sign-up, order tracking, cancel and return requests, and saved addresses.
Prices are always calculated on the server from your product records, so a customer can never change a price from the browser. Every confirmed website order also creates an invoice in Billing, so your online sales show up in the same dashboard graphs.
You decide who can see and change what. The menu itself hides every page an employee is not allowed to open.
| Role | Typical use |
|---|---|
| Super Admin | Business owner. Full access, creates employees, assigns roles and decides permissions. |
| Admin | Runs the daily business. Sees only the modules the Super Admin allows. |
| Manager | Handles customers, billing and follow-ups within the permissions given. |
New sign-ups stay pending until the Super Admin approves them and assigns a role, so nobody gets in on their own.
Every client gets a private installation with their own database, logo, colours, payment keys and WhatsApp details. We handle the setup for you.
We create your database, install the CRM and your Super Admin login in about five minutes.
We add your logo, products, custom fields, WhatsApp and email templates, billing rules and Razorpay keys.
Your team learns the panel, we run a test order and test messages, and then you go live.
Clear answers to the questions businesses ask most before choosing a CRM.
Book a meeting with us and we will help you find the correct strategy for your company.
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