BizTRAQ is a simple but powerful cloud-based solution. It brings CRM, document management, forms automation, and daily operations together in one platform. Everything works from one place.
The platform has something we call “Solutions.” These are like ready workspaces built from modules, libraries, and workflows. You can make your own apps with them. It could be just a small approval flow or even a full sales system. Setup is fast. No long coding or big IT projects needed.
Why BizTRAQ (one-line value)
One platform instead of many messy tools: CRM + DMS + forms + workflows + AI. You can set it the way your business needs.
Core capabilities
- Build custom business apps with the modular engine
- Share and use contacts across Sales, Marketing, HR, Finance
- Document Routing & Signing (DRS) — e-sign and routing with no extra cost
- AI tools, reporting, and analytics inside
- Role-based security, audit logs, compliance features
Request a demo • Schedule an onboarding session
SalesTRAQ (CRM)
Product definition
SalesTRAQ is BizTRAQ’s CRM system. It’s cloud-based and helps manage leads, deals, quotes, and contracts from start to end. You get one database for contacts, accounts, and full history. It shows your sales pipeline, automates boring tasks, and gives AI insights. That way, sales teams focus on the right deals and close faster.
Key features
- Capture, score, and assign leads automatically
- Pipeline boards and real-time forecast
- Sales automation for follow-ups, reminders, and tasks
- One 360° view of all customer interactions
- AI insights for scoring and predictions
- Digital contracts and quotes with e-sign
- Mobile-friendly access for remote teams
- Customize sales stages and approvals
Benefits
- Stop losing leads and get more conversions
- Close deals faster with quotes and signatures online
- Better forecasting with AI
- One CRM database that connects sales, marketing, and support
Industries & use cases
- Works great for B2B sales, distribution, fuel logistics, professional services, healthcare, real estate
- Common use: lead intake → qualify → send quote → sign contract → renewals
FAQs
Q: What is a CRM system used for?
A: It stores contact info and history, manages leads, tracks deals, and sends reminders. It also gives reports to improve sales. SalesTRAQ does all of this with AI too.
Q: What is a sales CRM system?
A: It’s a CRM made for sales. It handles leads, deals, quotes, contracts, and forecasts. SalesTRAQ is our sales CRM.
Q: What is the role of AI in modern CRM systems?
A: AI helps score leads, predict results, and suggest actions. SalesTRAQ uses AI so reps can focus on deals more likely to close.
Start a 1:1 demo • Download product sheet
DocuTRAQ (Document & Records Management)
Product definition
DocuTRAQ is BizTRAQ’s tool for documents and records. It stores, routes, and signs files in one place. It helps teams cut compliance risks, get approvals faster, and work together without confusion.
Key features
- Cloud access + built-in PDF editor
- Send, sign, and route docs with no extra signing tool
- Easy approvals and task assignments
- Version control, audit logs, and file locking
- QMS libraries for compliance tasks
- Strong permission levels (from module down to file)
- Alerts for document expiry or renewals, with calendar link
Benefits
- Stay ready for audits and compliance checks
- Finish contracts faster with built-in e-signing
- Secure file sharing with team or outside partners
- Replace many tools (storage, workflow, e-sign) with one
Industries & use cases
- Healthcare (HIPAA), finance, oil & gas, law firms, HR records, procurement, assets
FAQs
Q: What is document management software?
A: It’s software that stores, organizes, and secures digital files. DocuTRAQ adds version history, approvals, e-sign, and compliance libraries.
Q: How does DocuTRAQ support compliance?
A: It controls access with roles, has audit logs, QMS libraries, and alerts for expiring docs. It also locks files for security.
Schedule a walkthrough • See e-sign demo
FormTRAQ (Forms Automation)
Product definition
FormTRAQ is BizTRAQ’s forms engine. You can build smart forms, map fields into PDFs, set approval workflows, and trigger other processes. It connects with SalesTRAQ and DocuTRAQ so form data flows directly into CRM or DMS.
Key features
- Make custom forms with conditional logic
- Share forms with anyone inside or outside
- Handle PDFs with field mapping
- Automate approvals and next steps
- Logs, version history, and role-based controls
- Works together with DocuTRAQ & SalesTRAQ
Benefits
- No more paper forms and manual entry
- Faster approvals with fewer mistakes
- Works for HR, claims, permits, inspections, onboarding
FAQs
Q: What is a forms automation solution?
A: It turns paper forms into digital ones, captures data, and routes it in workflows. FormTRAQ does this with PDF mapping and triggers too.
Q: Can FormTRAQ integrate with DocuTRAQ and CRM?
A: Yes. It links with DocuTRAQ for storage and SalesTRAQ for sales workflows. Submissions can become leads, tickets, or contracts.
Build your first form • Request demo
What is a CRM system?
A CRM (Customer Relationship Management) system is software that keeps all customer data in one place. It helps sales and marketing teams track leads, manage pipelines, and automate tasks. A CRM also shows insights to improve customer retention and growth.
SalesTRAQ, BizTRAQ’s CRM, does all this. It manages contacts, pipelines, quotes, contracts, and after-sale work. If someone asks “what is crm system used for” – the answer is: to capture leads, follow them through the pipeline, send reminders, and make smarter decisions with data.
