Every Customer. One Place.
Stop digging through texts, inboxes, and sticky notes. Every call, message, appointment, and note lives on one customer record your whole team can see.
Everything You Need to Run Your Customers.
One record per customer
Calls, texts, emails, notes, and appointments all in one timeline.
Visual pipelines
See every lead by stage and move them along as they get closer to buying.
Tags and smart lists
Sort customers by source, status, or interest and find anyone in seconds.
Tasks and notes
Leave notes and assign follow-up tasks so nothing depends on memory.
Lead source tracking
Know which ads, pages, and channels bring in the customers who actually buy.
Built for your team
Everyone works from the same information, with their own login.
Set Up For You.
You don't have to figure out software. We set it up around how your business already sells.
We bring in your contacts
Your existing customer list gets imported and organized.
We build your pipeline
Stages that match how your business actually sells.
Your team gets to work
We show your team how to use it, and everything runs from one place.
Included in every plan.
The CRM is the foundation of every Bizsync plan. Start with the Bizsync CRM at $297/month, or get it as part of the Growth Package or a Pre-Built solution.
CRM Questions
Yes. We import your current customer list as part of setup, so you start with everything in one place.
Yes. Each team member gets their own login, so everyone sees the same customer information.
No. The CRM works on its own. The AI front desk and full AI features come with the Growth Package and Pre-Built solutions.
Ready To Stop Missing Leads?
Let your system answer, follow up, and book the appointment while you run the business.