By business type
CRM for Agencies and Service Businesses
BizzSetu covers the service cycle from enquiry to payment: leads and follow-ups, quotations with approval and customer acceptance, contracts with invoices drafted every billing cycle, part payments and receivables ageing.
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The problem
Proposals, retainers and payment follow-ups are spread across email, WhatsApp and a spreadsheet.
How BizzSetu handles it
A quotation the customer accepts becomes an invoice without re-typing, and contract invoices are drafted on schedule for review.
Receivables ageing shows who owes what and for how long, so payment follow-ups start from a list and not from memory.
A typical day
| When | What happens in BizzSetu |
|---|---|
| Morning | Follow-ups due today and quotations awaiting a reply are listed. |
| Through the day | Quotations are sent and accepted ones become invoices. |
| Month end | Contract invoices are reviewed and issued; overdue invoices get reminders. |
Features this uses
- Lead PipelineMove leads from new enquiry to qualified, demo, quotation and closure with owner accountability.
- Quotation ManagementGST-ready quotations with per-line GST, revisions, viewed tracking, lost reasons and Mark as Accepted.
- Contracts & AMCKeep customer contracts and annual maintenance contracts in one list, with the signed file attached and invoices drafted on the billing cycle.
- GST Invoicing & ReceivablesGST tax invoices with per-line GST, credit notes, part payments, receivables ageing and automatic invoice drafts for contracts and AMCs.
- Expenses, Vendor Bills & Bank ReconciliationTrack expenses, vendor bills and payables with TDS, reconcile bank statements, and keep a fixed asset register with depreciation.
- Customer 360One page per customer with their leads, quotations, invoices, tickets and warranty units.
Other business types
- CRM for Call Centers in IndiaHigh call volume, missed follow-ups and no clear view of who called whom.
- CRM for Real Estate in IndiaProperty enquiries need fast callbacks, site visit follow-ups and a clear owner for every buyer.
- CRM for Education and Coaching InstitutesAdmissions teams juggle counselling calls, WhatsApp follow-ups and fee collection in the same short season.
- CRM for BPO Teams in IndiaBPO teams need call activity, attendance, payroll and supervisor dashboards that agree with each other.
- CRM for Field Service and Installation TeamsEngineers are on the road, tools go missing, and nobody is sure which unit is still under warranty.
- CRM for Traders, Dealers and DistributorsStock is in one sheet, purchase orders in another, and the GST invoice is typed a third time.
See BizzSetu for service businesses
Bring one real workflow to the demo and we will show how it runs in BizzSetu.
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Keep exploring
- Lead Pipeline
- Track Client Follow-up Timings
- GST Invoicing & Receivables
- Accounting & GST
- Inventory Management
- Purchase Orders
- HRMS Software
- Attendance Management
- Support Ticketing
- Knowledge Base
- Workflow Automation
- AI Lead Insights
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- About BizzSetu: key facts
- Changelog