Bizness Books

Bizness Books - Customer relationship management Solution

Cogzen Solutions developed Bizness Books, a comprehensive online CRM software designed to streamline accounting and inventory management, especially focusing on sales order and sales processes. Tailored for diverse industries such as steel, cement, FMCG, consumer durables, logistics, and more, Bizness Books enhances operational efficiency across multiple business segments. This customer relationship management software provides end-to-end support, helping organizations manage sales orders seamlessly while optimizing their workflows. With its user-friendly interface and robust features, Bizness Books empowers businesses to improve productivity, reduce complexities, and ensure smoother operations as a complete customer relationship management solution. This CRM management module is the ideal tool for industries looking to simplify their sales management and achieve greater efficiency in their processes.

Features of Bizness Books - crm management software

Useful Dashboard (Graphs & Charts): Easily tracking Sales Order Vs Sales, Receipt Vs Accounts Receivable, Top Selling Customers, Top Sold Products, various types of graphs and charts are available in this customer relationship management software.
User Management: Assign tasks to employees easily.
Multi User Login Option & Role Based Access Control
Email & Whatsapp Integration
Mobile Compatible Interface
Branch/Store/Area/Zone Management as per your convenience.
Maintain detailed information about your own customers.
Maintain complete details of all the executives.
Create all the party master and inventory master online from the admin.
Inventory Management: Updating the current stock regularly.
Hassle-free order booking from the sales executives after looking into the inventory run time of the item.
Sales Order Verification Process.
Easily raise the Quotation and Proforma Invoice.
An option of the sales process, which can be done once the completion of the sales order.
Point of Sale (POS) billing will also be available to make sales entry faster.
Discount and Price List, both options are available in sales entry.
Online Documents Storage while making the Sales Order or Sales entries.
Easily tracking the goods which are delivered through Delivery Note.
Sales Return
Easily maintain daily activities (expenses & revenue) through Journal transactions.
General Ledger
Data Security & Accuracy
Receipt & Payment.
Purchase Management
Supplier & Purchase Order Management
GST & Compliances
TDS/TCS
Data Backup & Restore
Easily Export Transactional Data (Excel/xml/json)
Multi Company
Sales Order Summary, Sales Register, and many more reports are available in the system where you can look at the information with the selection of related executives and location.
Customization Reports available
Outstanding Register
Payable Register
Purchase Register
Sales Register
Stock Summary
Receipt/Payment/Journal/Contra Registers
Cash Book/Bank Book
Trial Balance
Profit & Loss A/c
Balance Sheet
There is an option available for the transactional data migration in Tally Prime

Benefits of Bizness Books - customer relationship management software

Bizness Books by Cogzen Solutions is a customer relationship management solution that offers a wide range of features to simplify business operations and enhance efficiency. It allows businesses to maintain detailed information about their customers, ensuring comprehensive record-keeping and better customer management. Additionally, it helps track complete details of all executives, making team management easier and more organized.

With its intuitive interface, this customer relationship management software enables users to create party masters and inventory masters online from the admin dashboard. It allows for real-time updates of current stock, ensuring accurate inventory tracking. Sales executives can book orders hassle-free by viewing real-time inventory levels, streamlining the order booking process.

The system also facilitates smooth sales processes, enabling businesses to complete sales orders seamlessly. It includes options for managing discounts and price lists directly within sales entries, ensuring flexibility and precision in pricing strategies.

This CRM management software provides various reporting tools, including Sales Order Summaries, Sales Registers, and other customizable reports. Users can filter data based on executives and locations, ensuring insightful analysis. Additionally, the platform supports transactional data migration to Tally Prime, making it easier to integrate financial data. This all-in-one CRM system is ideal for businesses looking to optimize their sales and inventory management processes.

We have designed it in such a way that even a non-accounting user can maintain it easily.

FAQs on Bizness Books - crm systems

1. What is Bizness Books?
Bizness Books is a customer relationship management solution developed by Cogzen Solutions to manage accounting and inventory especially sales order processes and sales operations for various industries like Steel, Cement, FMCG, Consumer Durables, Logistics, and many more.

2. What are the key features of Bizness Books?
Bizness Books offers features like customer and executive management, real-time inventory updates, hassle-free order booking, sales process management, discount and price list options, sales order summaries, and custom reports generation.

3. Can I manage customer and executive details in Bizness Books?
Yes, this CRM module allows you to maintain detailed information about your customers and executives for efficient management and tracking.

4. How does Bizness Books handle inventory management?
The system provides real-time inventory updates, enabling sales executives to check stock availability during order booking and ensuring seamless stock tracking.

5. Does Bizness Books support discounts and price lists?
Yes, it allows businesses to set and manage discounts and price lists directly within the sales entry system for greater pricing flexibility.

6. What reporting tools are available in Bizness Books?
This CRM module provides reports like Sales Order Summary, Sales Register, and other customizable options to analyze sales performance based on executives and locations.

7. Is Bizness Books suitable for multiple industries?
Yes, it is designed for industries like Steel, Cement, FMCG, Consumer Durables, and Logistics, making it versatile and adaptable.

8. Can Bizness Books integrate with Tally Prime?
Yes, Bizness Books supports transactional data migration to Tally Prime, ensuring seamless integration of financial data.

9. How does Bizness Books improve sales processes?
It streamlines the entire sales cycle, from order booking to inventory tracking and sales completion, ensuring a smooth and efficient workflow.

10. How do I get started with Bizness Books?
Contact Cogzen Solutions for a demo and consultation to customize Bizness Books according to your business needs.