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Features

Everything bizzMate does.

Every capability below is shipped and in use today — there is no roadmap section on this page. Each one links to how it works and what it looks like.

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The records everything else hangs off.

Know your customers

From a first enquiry to a closed deal.

Win the work

  • Leads

    Qualify an enquiry first, then convert it in one step.

  • Deal management

    Value, stage, owner, close date — and an honest outcome.

  • Sales pipeline

    A drag-and-drop board with your own stages and per-stage totals.

  • Activities & follow-ups

    Calls, tasks and meetings attached to the record they belong to.

  • Deal automation

    Move a deal, and the follow-up that should happen next creates itself.

The support side of the relationship.

Answer your customers

  • Customer support

    Support tickets, queues, teams and SLAs, connected to your customer records.

Your own numbers, not a model's.

See what is happening

  • Dashboard

    Pipeline, closings, win rate and what needs attention today.

  • Reporting

    Won revenue, weighted pipeline, win/loss reasons and sales cycle.

  • Calendar

    Everything you have scheduled, laid out by day, week or month.

  • Search

    One search box across contacts, organisations, deals and leads.

Getting data in, and deciding who sees it.

Run the workspace

  • Imports

    CSV import with column mapping and a preview before commit.

  • Team & permissions

    Owner, admin and member roles, enforced by the server.

  • Practical AI

    Grounded summaries and drafts you review before anything happens.

See it on your own customers.

Start a free 15-day trial of bizzMate. No credit card required, and you can import a spreadsheet in the first ten minutes.

No credit card required.