Bizo CRM

Your customers don’t work from one channel. Neither should your CRM. Bizo CRM brings sales, customer conversations and support together in one connected mobile workspace, helping your team stay close to customers wherever work happens. Start with a new lead, continue the conversation, schedule the next follow-up, manage an opportunity, respond to a support request and keep track of what needs attention — all from your phone. Stay on top of your leads See new leads, follow-ups and opportunities that need attention. Contact leads quickly, keep track of conversations and activities, and move each opportunity forward with the right context at hand. Keep customer conversations connected Bring supported customer communication into a unified workspace so your team can follow conversations without losing the context behind them. View customer information, continue discussions and connect conversations to the relevant CRM or support record. Manage deals on the move Keep track of active opportunities, deal stages, upcoming activities and customer interactions. Whether you’re at your desk or meeting a customer, the information you need stays within reach. Support customers from anywhere View assigned tickets, follow customer replies, add internal notes, collaborate with your team and move issues toward resolution. Customer communication and internal collaboration remain clearly separated, so your team always knows what the customer can see. Know what needs your attention Your home workspace brings together important activity across leads, deals, support and conversations. Quickly see new leads, open tickets, unread messages, follow-ups and other work that may need your attention. Understand your performance Lead and support analytics turn day-to-day activity into clear, visual insights. Follow lead trends, conversion stages, lead sources, ticket activity, response performance and other useful operational statistics. Work together with context Keep notes, activities and team communication connected to the customer or work item they belong to. That means less time searching for information and more time helping customers. BizoAI assistance BizoAI helps your team work through information faster with contextual assistance such as summaries, suggested next actions and help drafting responses. You stay in control and review communication before it is sent. Designed for everyday work Bizo CRM is built around the actions teams perform throughout the day: • Manage leads, contacts, companies and deals • Follow up on sales opportunities • View customer communication in one workspace • Manage and respond to support tickets • Add notes and track activities • Collaborate with team members • Monitor lead and support analytics • Review daily priorities from your home dashboard • Receive relevant work notifications • Access your workspace securely from mobile From the first customer conversation to ongoing support, Bizo CRM gives your team one place to stay informed, responsive and connected. Bizo CRM — customer relationships, wherever work takes you.

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