What Is It
Contacts and accounts the foundation of your CRM
In BizSales, a Contact is a person — your buyer, decision-maker, or key stakeholder. An Account is the business they belong to. Together, they give you a structured, searchable record of every business relationship you manage.
Unlike Salesforce which requires expensive setup to configure, BizSales comes pre-configured for how industrial and trading businesses actually work.
Link multiple contacts to a single account. Track all deals, quotations, invoices, and communications in one timeline. Set follow-up reminders so nothing falls through the cracks.
Account & Contact Structure
Sharma Industries Pvt Ltd
Account - Mumbai
Ramesh Kumar
Purchase Manager
Sunita Rao
Accounts Payable
Sharma Industries - Pune Branch
Account - Pune
Core Capabilities
Everything you need to manage relationships
All the power of enterprise CRM, configured for the way your business actually runs.
360° Contact Profiles
Full contact record with designation, department, communication history, linked deals, and custom fields specific to your industry.
Account Management
Group contacts under company accounts. Track turnover, industry, location, payment terms, and relationship health in one record.
Activity Timeline
Every call, meeting, email, follow-up, and note logged in a chronological timeline — never lose context on any relationship.
Custom Fields & Segments
Add custom fields for your business — dealer type, territory, credit limit, or machine type. Segment and filter contacts any way you need.
Follow-up Reminders
Set task reminders and follow-up alerts at the contact or account level. Never let a hot lead go cold because someone forgot to call back.
Smart Search & Filters
Find any contact or account in seconds. Filter by industry, location, deal stage, last activity, assigned rep, or any custom field.
How It Works
From first touch to long-term relationship
A simple, structured flow that keeps your whole team aligned on every customer.
Capture the lead
Add a contact from any source — web form, call, trade fair, or manual entry. One record, immediately tracked.
Link to account
Connect the contact to their company account. Add multiple stakeholders from the same business under one roof.
Track interactions
Log calls, meetings, emails, and notes. Every touchpoint is recorded and visible to your whole team.
Move to pipeline
Convert a contact into a deal with one click. All history carries forward into your Pipeline & Deals stage.
Industry Use Cases
Built for how your industry works
See how contact and account management works in your specific business context.
CRM for manufacturers
Track every dealer, distributor, and OEM buyer in one structured system. Know exactly who's buying what, when the last order was, and what's in the pipeline — without chasing your sales team for updates.
Account: Sharma Industries — Manufacturer
Deep Capabilities
Everything in the details
Built-in features that make your day-to-day relationship management faster and more reliable.
Inline editing
Edit any contact or account field directly from the list view. No need to open a separate form every time.
Import & export
Bulk import contacts from Excel or CSV. Export filtered lists anytime for reports or external communication.
Linked records
Every contact links to related deals, quotations, invoices, and tasks. One click to see the full relationship picture.
Rep assignment
Assign contacts and accounts to individual sales reps. Managers see everything; reps see only their assignments.
Account health scoring
Automatically flag accounts by activity recency, deal value, and last interaction. Spot at-risk accounts before it's too late.
Mobile access
Your field team can look up contacts, log visit notes, and set follow-up reminders from their phone — anywhere, anytime.
Automated task creation
Set rules to auto-create follow-up tasks when a contact goes inactive, a deal stalls, or an account passes a threshold date.
Duplicate detection
BizSales flags potential duplicate contacts before they're saved — keeping your database clean and your team working from one source of truth.
Connected Features
Contacts are just the beginning
Every contact and account connects seamlessly to the rest of your BizSales workflow.
Pipeline & Deals
Convert any contact into an active deal. Track progress through custom deal stages built around your exact sales process.
Explore PipelineQuotation & Invoice
Raise quotations directly from a contact or account record. All invoices and payment history are linked back automatically.
Explore QuotationsReports & Dashboard
See account-wise revenue, contact activity rates, follow-up completion, and rep performance — all in real-time dashboards.
Explore ReportsFAQs
Salesforce offers deep features but requires expensive implementation, certified consultants, and months of setup. BizSales gives you the same core capabilities — contact records, account hierarchy, activity timelines, custom fields — pre-configured for manufacturing, distribution, and retail businesses, at a fraction of the cost and ready in weeks.
Yes. BizSales supports bulk import from CSV and Excel files. Our team will help you map your columns to the right fields during onboarding, so your data moves cleanly without manual re-entry.
A contact is typically linked to one primary account but can have visibility relationships with others. This is especially useful for consultants or purchase agents who act on behalf of multiple businesses.
Absolutely. You can add custom fields to both contacts and accounts — text, number, dropdown, date, or checkbox — without any coding. Examples include dealer tier, machine model, GST number, payment terms, or credit limit.
Yes. BizSales is fully responsive and mobile-accessible. Field sales reps can look up contact details, log visit notes, check pending follow-ups, and update account records from their smartphone — even during a client visit.
All BizSales plans include unlimited contacts and accounts. There's no artificial cap that forces you to upgrade just because your customer base grows.
Ready to organise every customer relationship?
See how BizSales contact and account management fits your exact business — with a personalised walkthrough from our team.
