CBiz : Get business online in

1K+
Downloads
Content rating
Everyone
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About this app

Still using spreadsheets to handle leads/customers?

Try CBiz, the CRM software that automates day-to-day tasks, track leads, create and share products/services, and fasten your bookings.

Why should I use CBiz?

CBiz empowers sales & marketing teams to improve lead conversion rates & sales by :

1. Getting all leads in one place
2. Qualifying and Organizing Leads
3. Providing deeper insights on prospects and leads
4. Driving rapid lead response
5. Improved selling discipline
6. Lead nurturing, lead conversion, lead management, sale lead tracking
7. Helps in Sales management, sales tracking, sales conversion
8. Improved productivity, ease of use, security of sales data, and team tracking.

How CBiz CRM software can help sales teams?
With CRM software like CBiz, you can improve customer relationships and retention, increase sales and revenue, automate outreach process and tasks, and more. Here’s a look at a few more reasons why CBiz beats spreadsheets

Intutive Managed Dashboards
Access multiple functionalities—email, phone, reports, activity tracking, automations—and have a 360° view of every customer. This helps focus on the human aspect of sales: reaching out and channelising ops effectively.

Stay Atop On Your leads
Get complete visibility of leads across stages. Know how many leads are in each stage, and the potential revenue they will bring. Automatically identify the hot leads, and unclog your sales pipeline by spotting and eliminating stale deal

Create Offers
Create fully customizable Offers, unlimited iterations just the way your customer. Now make unlimited number of offers and sell more.

Smart Invoice and Suppliers
Invoices are tough? Not now, create hassle free auto calcuted invoices within minutes. Also, now no need to tensed of los supplier data, here you can create an ever lasting repository of all your suppliers to keep your business as fast as possible.

Smart Alerts
CRM software will give you alerts and let you never lose on the important followps wth your prospcted customers. Let the CRM do the talking.

Advance Reporting/Data Driven
Create and track the right sales metrics to know the sales team’s performance, the revenue obtained from each region, the bookings likely to close etc. to address bottlenecks and resource allocation.

CBIZ is actively used by:
• Finance and Insurance
• Healthcare and Medical
• Marketing Agencies & Services
• Manufacturing
• Education & Training
• Events & Tradeshows
• E-commerce or Retail
• Consulting or Advisory
• Real Estate and Construction
• Software and IT
• Trading
• Business Services

What are the key features of CBiz?

• Organize leads and online lead capture
• Manage business domain
• Estimates & Invoices
• Manage your leads
• Add notes and action items
• Add customer info, assigned /tags to team, reminders, business appointments
• Instant communication to leads after you meet with them
• Follow up leads - feature to make sure you convert each lead into a valuable customer
• Follow up reminder, Recurring follow-ups, repeat follow ups, follow up alarms
• Sales team management & sales performance tracking
• Carry your sales data where ever you go / anywhere / any time
• Sales reminders and follow up with leads and increase sales conversions

Sign up for a free plan and see what all you can do with CBiz.
Updated on
Feb 2, 2021

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