Operations Platform
BizOps CRM
Customers, work, invoices, and reporting in one operating rhythm.
Overview
Growing service businesses often run on a patchwork of CRM, task boards, and accounting tools that do not agree. BizOps CRM is a lighter operational platform: customers, delivery work, invoicing, and team collaboration with reporting leadership can use in a weekly meeting. We implement it as a product and extend it when your process is the advantage.
What you get
- One customer story. Sales promises and delivery reality sit on the same record.
- Faster billing. Work that is done can be invoiced without a forensic reconstruction of the month.
- Less tool sprawl. Teams spend less time reconciling three systems that almost match.
Product
Screens from the operating view
Account
Customer health, open work, and commercial status.
Delivery board
Tasks grouped by job, owner, and due date.
Invoices
Draft to paid, linked to the work that produced them.
Features
Built around the work, not a generic CRM template
Customer management
Accounts, contacts, and relationship history that sales, delivery, and finance can all trust.
Tasks
Work assigned to people and jobs, with due dates, dependencies, and a view that matches how your team delivers.
Invoicing
Draft, send, and track invoices from the same records that describe the work — fewer missed billable items.
Team collaboration
Notes, files, and @mentions on the customer and the job, so context does not live in private chats.
Reporting
Pipeline, utilisation, and cash collection designed for operators, not a 40-tab workbook.
Integrations
Connects to the tools you already run
Demo
Request a walkthrough of BizOps CRM
Tell us about your operation. We will show the product against your process — not a generic tour.