All-in-One Business Management
Platform for Growing Teams

BizTRAQ is a unified business platform that replaces fragmented systems like CRM, contracts, documents, assets, procurement, HR and more with a single source of truth. Its key advantage is flexibility – you can configure solutions that match your exact business processes instead of adapting to rigid software. BizTRAQ scales with your business, becoming the foundation for all operational needs

Trusted by companies all over the world

BizTRAQ Solutions

Solutions tailored to unique business needs, which can stand alone or be transformed into Featured Solutions for broader integration.

CRM

Centralize customer relationships, pipelines, and activity tracking across your organization.

Contract Management

Manage contracts end-to-end with renewals, approvals, and compliance-ready controls.

Procurement

Streamline quotes, requisitions, and purchase orders with policy-driven controls.

HR Management

Manage employee records, onboarding, compliance, and sensitive HR workflows securely

Asset Management

Manage contracts end-to-end with renewals, approvals, and compliance-ready controls.

Don't see what you need?

Build your own solution with BizTRAQ combine modules, automate workflows, and tailor every field to your business.

CRM

BizTRAQ CRM

Customer Relationship Management A CRM built for execution—not just tracking Centralize accounts, contacts, and opportunities with pipelines that match your business. Connect CRM activity directly to documents, workflows, and approvals—so deals move faster and operations stay aligned. Configurable pipelines for sales, onboarding, renewals Integrated documents, contracts, and communications Automated follow-ups, approvals, and activity tracking

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Document Intelligence

New Capability Now Expanded Inside BizTRAQ BizTRAQ now supports native viewing, editing, and saving of Word and Excel files directly inside the platform— extending our PDF capabilities, Form-to-PDF mappings, document routing, and built-in e-signatures. Execute documents end-to-end in one secure system. Edit Word & Excel files without downloads or re-uploads Route, approve, and sign with full auditability Maintain a single source of truth with role-based access

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Email + SMS

Communications Connected directly to your workflow Send and track email and SMS directly within BizTRAQ—tied to the record, the process, and the outcome. Reduce context switching and keep every conversation auditable and accessible. Record-based email and SMS conversations Automated notifications, reminders, and follow-ups Centralized communication history for accountability

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Healthcare Business Management

Industry Solution Operational control for healthcare organizations Manage the business side of healthcare with structured records, document intelligence, and compliant workflows— built for contracts, assets, HR, licensing, and operational ticketing. Contract, asset, and record management (licenses, permits, insurance) HR workflows, ticketing, and document management for billing Governance, compliance, and audit-ready controls

Request a demo

BizTRAQ CRM

A CRM built for execution—not just tracking

Centralize accounts, contacts, and opportunities with pipelines that match your business. Connect CRM activity directly to documents, workflows, and approvals—so deals move faster and operations stay aligned.

Document Intelligence

CRM

Centralize customer relationships, pipelines, and activity tracking across your organization.

Email + SMS

Contract Management

Manage contracts end-to-end with renewals, approvals, and compliance-ready controls.

Healthcare Business Management

HR Management

Manage employee records, onboarding, compliance, and sensitive HR workflows securely.

Read Docs

Slide

BizTRAQ CRM

Customer Relationship Management

Configurable pipelines for sales, onboarding, renewals

Integrated documents, contracts, and communications

Automated follow-ups, approvals, and activity tracking

Designed for teams

Role-based access, audit trails, and reporting—so CRM becomes a system of record.

Explore CRM

See Use Cases

Slide 2

Document Intelligence

New Capability

Now Expanded Inside BizTRAQ

BizTRAQ now supports native viewing, editing, and saving of Word and Excel files directly inside the platform— extending our PDF capabilities, Form-to-PDF mappings, document routing, and built-in e-signatures. Execute documents end-to-end in one secure system.

Edit Word & Excel files without downloads or re-uploads

Route, approve, and sign with full auditability

Maintain a single source of truth with role-based access

Included in Document Intelligence

Word & Excel editing • PDF editing & generation • Form-to-PDF mapping • Routing & approvals • E-signatures • Secure storage & access controls

Learn More

See Use Cases

Slide 2

Email + SMS

Communications

Connected directly to your workflow

Send and track email and SMS directly within BizTRAQ—tied to the record, the process, and the outcome. Reduce context switching and keep every conversation auditable and accessible.

Record-based email and SMS conversations

Automated notifications, reminders, and follow-ups

Centralized communication history for accountability

Less noise

Keep communication tied to actions, approvals, and records—without losing context.

Slide 2

Healthcare Business Management

Industry Solution

Operational control for healthcare organizations

Manage the business side of healthcare with structured records, document intelligence, and compliant workflows— built for contracts, assets, HR, licensing, and operational ticketing.

Contract, asset, and record management (licenses, permits, insurance)

HR workflows, ticketing, and document management for billing

Governance, compliance, and audit-ready controls

Compliance-ready

Secure access controls, audit trails, approvals, and document lifecycle management.

BizTRAQ Platform Capabilities

The foundation powering every BizTRAQ solution.

Document Intelligence & Records Control

Documents become governed, searchable business records.

Includes

“Documents become structured, searchable, auditable business records.”

Form, Workflow & Process Automation

Automate approvals, routing, and operational handoffs.

Includes

“Replace emails, spreadsheets, and manual handoffs with automated workflows.”

Secure Collaboration & Data Sharing

Share the right information with the right people — securely.

Includes

“Share the right information with the right people — securely.”

Work Management & Operations

Track operational work end-to-end with accountability.

Includes

“Operational work is tracked, owned, and auditable.”

Communication, Scheduling & Engagement

Connect to how teams already communicate and plan.

Includes

“BizTRAQ connects to how teams already communicate and plan.”

Analytics, Reporting & Visibility

Real-time visibility across operations and compliance.

Includes

“Real-time visibility across operations, compliance, and performance.”

Six core platform pillars that power every BizTRAQ solution.

BizTRAQ Platform Capabilities

The foundation powering every BizTRAQ solution.

Key Solutions

A Solution That Grows With Your Business

BizTRAQ is not a fixed application—it’s a powerful, patent-pending platform designed to grow as your business grows. Start with what you need today, then continuously expand into new solutions, processes, and use cases without ever changing systems.

One Platform.
Unlimited Solutions.

Start Small. Scale
Without Limits.

Begin with a single solution and expand organically as needs evolve. Add new workflows, forms, records, automations, and integrations without replacing systems or retraining teams.

Built Around Your
Business

Unlike rigid software, BizTRAQ adapts to your processes—not the other way around. Model how your organization actually works today and refine it tomorrow.

Configuration Over
Custom Code

Create powerful solutions using configurable forms, workflows, approvals, document automation, and business rules—without the cost, risk, or delays of custom software development.

Enterprise Capabilities
by Default

Every solution you build inherits enterprise-grade security, audit trails, document management, collaboration, notifications, and reporting— no add-ons required.

Build It Yourself or With
a Partner

Empower internal teams to build at their own pace, or engage a BizTRAQ partner to accelerate delivery—without locking yourself into custom code.

Future-Proof Your Technology Stack

BizTRAQ replaces the need for dozens of disconnected systems with a single, extensible platform. As your business evolves, your technology evolves with it— protecting your investment today while enabling unlimited growth tomorrow.

BizTRAQ Industry Solutions

Solutions tailored to unique business needs, which can stand alone or be transformed into Featured Solutions for broader integration.

Healthcare Business Management

Manage contracts, assets, HR, compliance, and billing documents-built for healthcare operations

Centralized customer, contact, and account management
Custom pipelines for sales, onboarding, and renewals
Integrated documents, contracts, and communications
Automated workflows for follow-ups and approvals
Configurable fields and layouts per business
Full audit trail and role-based access
Real-time reporting and activity tracking

Customer + site management with structured records
Contract tracking with terms, pricing, and renewals
Delivery documentation & certificate storage
Compliance-ready recordkeeping and audit trail
Operational tickets, tasks, and approvals
Document routing and e-signatures
Reporting across customers, sites, and activity

Fuel Distribution

Manage customers, contracts, deliveries, compliance records, and operational workflows in one system.

Case Management

Track cases, documents, tasks, communication, and approvals with a complete audit trail.

Case intake with configurable data fields
Document collection, routing, and e-signatures
Tasks, tickets, and timeline tracking
Role-based access and secure collaboration
Email notifications and status updates
Audit-ready history for every action
Dashboards and reporting by case type

Discover Our Super Features

BizTRAQ – Tools That Build Solutions

BizTRAQ delivers smart tools and connected components that simplify operations and power scalable business solutions.

Why Businesses Choose
BizTRAQ

One Platform, Zero
Silos

Stop using separate apps for CRM, contracts, forms, HR, and workflows. BizTRAQ unifies them all.

Fully Configurable — No Coding Required

Build your own modules, workflows, forms, approvals, and dashboards.

Scales With Your Business

Add new teams, departments, or entire divisions as you grow — with consistent data and workflows.

Enhanced Security & Compliance

Role-based access, audit logs, encrypted data, and compliance-ready architecture.

Reduce Costs &
Increase Efficiency

Lower software licensing costs and eliminate manual paperwork and repetitive tasks.