Client management and digital transformation

Client Management Solutions: CRM & ERP

Customer Relationship

Bizoneo is designed to ease the management of business client relationship workflows within organisations. Key focus on contact management, opportunities and help-desk (support). Bizoneo can integrate with your organisation's emails (gmail, Office, IMAP).


Bizoneo can manage websites too. It offers comprehensive functionality for sales and marketing ranging from website management to e-commerce and emailing. Our secure forms will prevent spam and securely process your clients enquiries. Our consent management tools provide assistance to comply with the GDPR.

Billing & Accounting

Solutions to assist a range of billing: membership, timesheets, invoicing, bank reconciliation. Bizoneo can integrate with accounting software (Xero, etc.).

Core Vertical Markets

Membership Management

The Bizoneo Membership range of products aims to ease the way membership organisations work. It is designed to keep members' lists up-to-date and improve renewal rate and membership fee collection

Project Reporting

The Bizoneo Project range of products aims to ease the way project based organisations work. It is designed to track time spent, sales, purchases and expenses and report the profit and loss of each project.

Industry specific CRMs

Bizoneo can be tailored to specific business needs offering state of the art technology to assist your organisation's specific needs.

Key modules of our client management solutions


Core Business

Find new clients

  • Contact Management
  • Sales Opportunities
  • Sales Activity
  • Website
  • Newsletters
  • Event Promotion

Convert the client

  • Web enquiry forms
  • e-Commerce
  • Event management
  • Ticketing
  • Membership
  • Sales forecast

Retain the client

  • Membership management
  • Members/Client areas
  • Document management

Back-office and Administration


  • Holidays management
  • Work time attendance
  • Staff training
  • Recruitment

Cashflow Control

  • Invoicing (multiple currencies)
  • Timesheet
  • Bank reconciliation
  • Purchasing
  • Expenses


  • KYC forms
  • Audit trails
  • Phone recordings
  • Extract data for data access request
  • Privacy notices
  • Bizoneo GDPR

Bizoneo CRM