CRM & Sales

Never lose a lead again.

Track contacts, manage your pipeline, send quotes, schedule customer service, and handle enquiries — first touch to closed deal.

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mybizopz CRM pipeline with drag-and-drop deal management
mybizopz contact management with interaction history
Contacts

All your contacts, organised.

Manage customers, prospects, and companies in one place with full interaction history and custom fields.

  • Individual and company contact records
  • Full interaction history timeline
  • Custom fields and tags Pro
  • Import from CSV or other CRMs
  • Duplicate detection and merging Pro
  • Contact segmentation and filtering Business
  • Notes and file attachments
mybizopz visual sales pipeline
Pipeline

See every deal at a glance.

Visual drag-and-drop pipeline to track deals from lead to close. Customise stages, forecast revenue, and never miss a follow-up.

  • Drag-and-drop Kanban pipeline view
  • Custom pipeline stages per sales process
  • Deal value and probability tracking
  • Revenue forecasting Pro
  • Expected close date and ageing
  • Win/loss analysis and reporting Business
  • Multiple pipelines for different products Pro
mybizopz professional quote creation and e-sign
Quotes

Professional quotes that close deals.

Create branded quotes, send them for approval, and convert accepted quotes directly into invoices.

  • Branded quote templates
  • Line items with pricing and discounts
  • Built-in e-sign for client acceptance
  • Quote versioning and expiry dates Pro
  • One-click conversion to invoice
  • PDF export and email delivery
mybizopz customer enquiry inbox and tracking
Enquiries

Capture and respond to every enquiry.

Centralised inbox for customer enquiries with assignment, status tracking, and response templates.

  • Unified enquiry inbox
  • Auto-assignment to team members Pro
  • Status tracking (new, in progress, resolved)
  • Response templates for common questions Pro
  • Enquiry-to-deal conversion
  • Response time analytics Business
mybizopz activity dashboard and interaction logging
Activities

Log every interaction. Miss nothing.

Track calls, emails, meetings, and tasks against contacts and deals so your whole team stays informed.

  • Log calls, emails, and meetings
  • Task creation with due dates
  • Activity feed per contact and deal
  • Follow-up reminders
  • Team activity dashboard
  • Activity reports and productivity metrics Business

Pro = Professional plan & above  ·  Business = Business plan only  ·  All other features included on the Free plan. See full pricing

Ready to grow your sales?

Start managing contacts and pipeline — free forever on the Starter plan.

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