Product
All BizzSetu features
BizzSetu has 35 feature areas in six groups: sales CRM, finance and accounting, inventory and field operations, HR and payroll, customer support, and AI, automation and reports. Each is part of a module you can buy on its own or in the Full CRM bundle.
Last updated
Sales CRM
Leads, calls, follow-ups, WhatsApp and quotations.
- Lead PipelineMove leads from new enquiry to qualified, demo, quotation and closure with owner accountability.
- Track Client Follow-up TimingsEvery client interaction opens with useful context: lead owner, latest activity, result and next follow-up timing.
- Mobile CRM AppAn Android app with a dialer, call log and SMS sync, direct messages, location pings and Hindi, tied to the web CRM.
- WhatsApp CRMPer-employee WhatsApp with a live inbox, contact sync and every conversation on the lead's timeline.
- Quotation ManagementGST-ready quotations with per-line GST, revisions, viewed tracking, lost reasons and Mark as Accepted.
- Sales PipelineLead stages, revenue forecast and follow-up pressure in one board.
- Call History TimelineA searchable timeline of incoming, outgoing, missed and synced client follow-up activity against each lead and employee.
- Site Survey & BOQRecord a site survey against a lead and build the bill of quantities from your product list before you quote.
- Contracts & AMCKeep customer contracts and annual maintenance contracts in one list, with the signed file attached and invoices drafted on the billing cycle.
- Customer 360One page per customer with their leads, quotations, invoices, tickets and warranty units.
- Hindi & Hinglish CRMThe web app and the Android app work in English, Hindi and Hinglish, and each person picks their own language.
Finance & Accounting
GST invoices, books, GST data and payables.
- GST Invoicing & ReceivablesGST tax invoices with per-line GST, credit notes, part payments, receivables ageing and automatic invoice drafts for contracts and AMCs.
- Accounting & GSTDouble-entry books that post from your invoices, payments, expenses, purchase orders and payroll, with GST data and Tally export built in.
- GST Return Data & Tally ExportBuild GSTR-1 JSON, a GSTR-3B summary and an ITC ledger from your books, and export the ledger as Tally Prime XML or a Zoho Books CSV.
- Expenses, Vendor Bills & Bank ReconciliationTrack expenses, vendor bills and payables with TDS, reconcile bank statements, and keep a fixed asset register with depreciation.
Inventory & Field Operations
Stock, purchases, warranty, tools and field staff.
- Inventory ManagementProducts, variants, serial units, stock movement and low-stock alerts, connected to quotations, invoices and purchase orders.
- Purchase OrdersVendor purchase orders with GST fields, items, quantities and receiving workflow.
- Warranty TrackingTrack sold units, warranty expiry, customer equipment and service eligibility.
- Field ToolkitIssue tools to field engineers, track returns, condition and overdue checkouts.
- Live Location TrackingField agent location pings, visit accountability and daily route visibility.
HR & Payroll
People, attendance, leave and salaries.
- HRMS SoftwareAttendance, leave quotas, corrections, employee records and an org tree in the same system as sales.
- Attendance ManagementEmployee check-in, check-out, attendance records and HR visibility.
- Leave ManagementLeave quotas, requests, approvals, withdrawals and public holidays, feeding attendance and payroll.
- Payroll Software IndiaMonthly payroll with professional tax by state, TDS estimates, stipends, salary history and payslips employees can open themselves.
- Employee RecordsEmployee profiles, documents, company assets and lifecycle events, with CSV import for a whole team.
- Org Tree, Custom Roles & Team ScopeModel your reporting lines, build your own roles, and limit what each person sees to their own team.
AI, Automation & Reports
Rules, AI help, reports and security.
- Workflow AutomationAutomate reminders, assignments, alerts and manager notifications across CRM modules.
- AI Lead InsightsAI summaries, next-action suggestions and lead quality signals for faster sales decisions.
- AI Company MemoryAsk a question in plain words and get an answer drawn from your Knowledge Base and lead history.
- AI Agent ReportsExecutive briefs for the CEO, sales manager, HR, support and finance, written from your workspace data.
- Bulk Email CampaignsAn add-on for sending email campaigns from your own SMTP accounts, with a shared recipient list and unsubscribe tracking.
- Reports & AnalyticsDashboards for sales, customers, products, HR, support and money, built from the work your team already logs.
- Security & AuditTwo-factor login, session control, role permissions, an audit log and a separate workspace for every company.
Modules you can buy
| Module | What it includes |
|---|---|
| Leads & Sales CRM | Leads, pipeline, follow-ups, demos, call logs, site surveys, quotations, contracts, lead WhatsApp and sales analytics. |
| Invoices & Collections | GST invoices, payments, receipts, credit notes and receivables ageing. |
| Accounting & Expenses | Chart of accounts, journal, banks and reconciliation, bills and payables, TDS, fixed assets, expenses and profit and loss. Needs Invoices. |
| HR Suite | Attendance, leave, holidays, goals, tasks, check-ins, work log, org chart, employee records, skills, departments and branches. |
| Payroll | Salary profiles, monthly payroll runs and payslips. Needs the HR Suite. |
| Support Tickets & SLA | Customer support tickets, SLA due tracking and breach alerts. |
| Knowledge Base | Internal SOP and FAQ articles. |
| Inventory & Purchasing | Stock levels, product variants, serial-tracked units, GST purchase orders and purchase and sales registers. Works on its own. |
| Warranty Tracking | Warranty status and expiry on sold serial-tracked units. Needs Inventory. |
| Field Engineer Tool Kit | Tools checked out to engineers and back in, with slips and overdue alerts. Needs Inventory. |
| Live Employee Location Tracking | Location pings from the mobile app, shown on a map. |
| AI Agent Reports | CEO, Sales Manager, HR, Support and Finance briefs. |
| AI Company Memory (Q&A) | Question-and-answer search over the Knowledge Base and lead history. Needs the Knowledge Base. |
| AI WhatsApp Outreach & Auto-Reply | Re-engagement messages to cold leads and automatic answers on WhatsApp. Needs the Sales CRM. |
| Bulk Email Tool (add-on) | Email campaigns from your own SMTP profiles. Needs a licence key. |
Try BizzSetu with your own team
Start a free trial with a real lead file, or book a demo and we will walk through your workflow.