Every lead, customer and deal, with the next follow-up set.
CRM keeps your leads, customers, companies and deals in one shared record. Move deals across a pipeline board, log every call and visit, and set follow-ups so no inquiry is forgotten.
- Leads, customers and companies
- Deals pipeline in ₱
- Shared with your team
| Deal | Company | Stage | Value |
|---|---|---|---|
| Weekly water delivery | San Mateo Homeowners Assn. | Negotiation | ₱26,400 |
| Company anniversary catering | Lakbay Logistics | Proposal | ₱185,000 |
| Monthly aircon cleaning | Café Ilaya | Qualified | ₱9,600 |
| Uniform order · 40 pcs | Villa Rosa Resort | Won | ₱38,000 |
What it does
Leads, customers and deals, with every follow-up in one place.
CRM keeps your leads, customers, companies and deals in one shared record. Move deals across a pipeline board, log every call and visit, and set follow-ups so no inquiry is forgotten.
Bizph CRM works on its own. When you enable other Bizph products, it shares customers, staff and items with them, so nothing is entered twice.
Core capabilities
What is included today.
- 01
Leads
Capture inquiries from walk-ins, calls, Facebook and Viber, and qualify them.
- 02
Customers & companies
Contact details, addresses and business relationships in one record.
- 03
Deals pipeline board
Move deals across stages with values in ₱ and expected close dates.
- 04
Follow-up tasks
Set the next call or visit on any lead, customer or deal.
- 05
Activity log
Every call, visit and note recorded against the record, with who did it.
- 06
Shared with your team
Role-based access so staff see what their role allows.
Workflow
How a typical day runs in CRM.
- 1Inquiry comes in
- 2Lead is qualified
- 3Deal is opened on the board
- 4Follow-ups are logged
- 5Deal is won; customer record is reused
Connected products
Works on its own. Better with these.
None of these are required. Each one adds a connection when you enable it.
Use cases
Who uses CRM.
Service business
Track inquiries from Facebook, calls and walk-ins in one pipeline.
Wholesale
Manage company accounts and repeat orders.
Delivery business
Keep customer addresses and order history together.
FAQ
Questions about CRM.
Pricing
Two ways to get CRM.
Start with CRM. Add more when you need it.
See it with your own business data in a demo, then start a 14-day guided trial.