BizOrbit CRM — Simplify | Connect | Grow
Built around your everyday business

Powerful CRM Features.
Simpler Business Days.

Keep customer information, enquiries, follow-ups, quotations, sales activity, service requests and contract renewals organised in one place with BizOrbit CRM.

Web-based accessAndroid appCustomer activity in one place
Business Overview● Organised workspace
Customer Enquiries
Track
Capture & assign
Follow-up Activities
Plan
Due-date visibility
Quotations & Orders
Manage
Monitor status
Service & Renewals
Remember
Track commitments

Everything Your Team Needs to Stay on Track

A practical set of customer relationship and operational tools to help your team keep work visible, follow up consistently and serve customers better.

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Customer Database

Keep customer and business contact details organised and quickly find the information your team needs.

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Enquiry Management

Record incoming enquiries, track their status, assign responsibility and identify the next action.

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Follow-ups & Reminders

Plan calls, meetings and follow-up tasks, review what is due and keep useful activity notes.

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Quotations

Prepare and share quotations using supported product or service details, then track their progress.

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Sales & Order Tracking

Record sales or orders associated with customer activity and keep their status visible to your team.

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Payment Follow-ups

Track amounts due, balances, due dates and follow-up notes for customer payments.

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Service Requests

Log customer issues, assign responsibility, monitor progress and record resolution details.

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AMC & Renewals

Keep service contracts and annual maintenance commitments organised with dates and renewal reminders.

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Dashboards & Reports

Review operational activity, pending work and business records through available dashboards and reports.

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Customer Activity History

Keep relevant interactions and activity notes connected to customer records for easier context.

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Team Access

Support authorised team use through account access and permissions available in your selected plan.

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Web & Android Access

Access BizOrbit CRM through a supported browser or Android app, subject to availability and connectivity.

From enquiry to ongoing service

Keep the Customer Journey Connected

BizOrbit CRM helps bring important customer-related work into a more consistent workflow—so your team can see what has happened, what needs attention and what comes next.

✓Capture enquiries and customer details
✓Plan follow-ups and record outcomes
✓Prepare quotations and track sales activity
✓Record service requests and resolutions
✓Track payment follow-ups and due dates
✓Manage contract dates and renewal reminders
A connected workflowOne workspace
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1. CaptureRecord a new enquiry and connect it to a customer.
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2. Follow upPlan the next action and record the conversation outcome.
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3. Progress the opportunityPrepare a quotation and track the sales or order status.
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4. Support & renewKeep service activity and contract renewals visible.

Available functions depend on the released product version and the features included in your subscription plan.

Designed for Everyday Business Teams

Whether you manage customer enquiries, sell products, deliver services or maintain ongoing contracts, BizOrbit CRM helps keep related activity organised.

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Trading & Distribution

Keep customer enquiries, quotations, orders and follow-ups visible.

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Service Providers

Organise service requests, customer communication and renewal dates.

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Maintenance Businesses

Keep track of service commitments, AMC periods and renewal reminders.

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Small Business Teams

Bring customer records and day-to-day follow-up activity into one workspace.

BizOrbit CRM provides customer relationship and operational tracking tools. It is not a full accounting or general-ledger system unless such functionality is explicitly introduced in a future product release.

Ready to Organise Your Customer Work?

Explore how BizOrbit CRM can support your team’s daily workflow.