BizTRAQ for SALES
Configure & Manage Your Sales Process in BizTRAQ
Build your entire Sales Process in BizTRAQ. Configure the Sales Module with custom fields, custom forms, workflows, external sharing of items and documents, create tickets, tasks and send sales opportunities for reviews and approvals.
Associate your Sales opportunities with Contracts and manage all contacts and communication with opportunity.
Modules include:
Workflows
Custom Fields
Custom Forms
External File sharing (anonymous and secured)
PDF editing, PDF signatures, PDF forms
Contact Management and associations
Date and Time stamped notes
Tickets, Tasks and Reviews (approvals)
Contract Management and Associations with Sales
Complete Document Management
Granular Access Control
Notifications (calendar based and email)
Build & Generate reports using the power pivot in excel
Ready to Transform Your Business?
See how BizTRAQ can streamline your operations, reduce costs, and bring your entire
organization into one powerful platform.
