Prominent Features

Bizbee comprehensive automation tools manage all day-to-day activities.


Let the money roll in with Bizbee Books. Send quotes to your customers and easily see when they've been approved. Generate professional invoices and set up reminders to automatically chase online payments. If you work by the clock, we have timesheets for you.


Share proposals and get notified when customers approve. Accepted estimates can be converted into invoices, sales orders, or projects.

Retainer Invoices

Collect deposits and advance payments with Bizbee Books. Once the transaction is complete, use the pre-payments to invoice your customers.


Give your customers online payment options so you can get paid fast. Even offline payments are effortless to record.


Make every billable minute count. Use role-based access to let each employee easily complete the right timesheet actions — whether it's accounting for hours worked or submitting out-of-pocket expenses.

Sales pipeline

Sort the deals into pipelines based on the status. Get quick view about - customer, contact, stage and amount appealing visuals.

Simple Drag & Drop Conversion

Sales team can quickly drag and drop the deals from one pipeline to other based on engagement.

Handy follow-up actions

Find out quick follow-up actions to be performed on the deals right with in the visual pipeline, and act quickly.

Expense Management

Smart deal management empower them sales team to view, sort & track the details based on - size, location, creation date, probability, expected close date etc. Act quickly by getting context information with quick, drag & drop capability in pipeline views.

GST Filing

File your GSTR1, GSTR2, and GSTR3 from Bizbee Books and directly pay the tax you owe.

Activity History

Activity history against lead/customer shows tracking record about the interaction. Sales team can make decision based on history & context right then and there.

Insights about engagement

Sales team can track the engagement history with different filters - type of activity, score, sales person, contact etc.

Behaviour categorization & scoring prospects

Sales team can segment the leads based on discussion happened, mark them and perform the actions based on the workflow assigned to the segmentation.

Product listing

Organize your inventory with vital information like SKU, cost, and stocks on hand.


Confirm each sale before shipping with custom sales orders. Create purchase orders to communicate your requirements to your vendors with maximum clarity.

Inventory Tracking

Let Bizbee Books tell you what goods you have on hand, identify fast-moving items, and keep you well-stocked for your next order.

Drop ship

Track your goods' entire journey, from manufacturing to delivery.

Inventory Management

Stay on top of your inventory at all times. Bizbee Books automatically updates your inventory levels when you make a sale or a purchase. Set custom prices and get an accurate view of your profitability.


One dashboard about the different financial activities. This gives holistic picture about what's happening in the company.


Analyze your business performance faster with a consolidated view. See your receivables, payables, cash flow and expenses all from your dashboard.

Financial Reports

Bizbee Books lets you create and share financial reports like P&L, Balance Sheets, and Cash flow Statements instantly.

Sales and Purchase Reports

Get quick insights into your sales and purchases. View your aging summary, monitor sales by item, and track all purchase order activities.

FIFO reporting

Our FIFO inventory valuation keeps your financial inventory as orderly as your shelves. Goods are accounted in the order they were purchased, ensuring that your ending inventory is accurate and current.

360 Customer Information at finger tips

Access complete information about the customer on the go. Never get missed out about what's happening with the sales even when you are not in the office.

Quick notes

You can add quick notes when you are on the go about - deals, leads. Give quick updates to the team with comments. Change the scores based on latest information etc.

Integrations: Google calendar & other Bizbee solutions

Seamless integration with other Bizbee products make Bizbee platform a complete bundle. Bizbee has robust API to integrate with other tools in the market.


Run the business even on the go. Get complete information about - teams, customers, deals and leads and make decisions on the go.

For streamlined work that will drive your business forward

This could be the 15 minutes that changes everything.

  • Image
    “Bizbee CRM played crucial role in tracking the sales & improving the customer engagement. Bizbee brought a visibiity & accoountability in our sales team”
    Sushil Kumar
    Co-founder & CEO of My Perfect Fit
  • Image
    “ Bizbee CRM acted as a virtual personal assistant in improving our sales teams performance. Mobile CRM giving the quick & latest information about leads/deals for sales team to act ”
    Ramesh Varma
    Managing Partner of TechPack Solutions
  • Image
    “Bizbee CRM acted as a system of record for our customers/deals by giving deeper insights about customer thinking.”
    Prateek Virmani
    Founder of Funds Buddy