Bizroof is not only a way to keep your contacts and communications with them centralized, but also a bridge to get everyone connected by sharing your schedules. And since the basic accounts are free, there's no reason not to explore further...
People & Organizations
Bizroof helps you to store and share the useful information collected from interactions with customers, clients, leads, etc. and improve the quality of customer service.
Tag & Search
Tags are keywords or labels that you add to people, organizations and events. You could tag a person with "Employee" and then tag everything else which's Employee-related as "Employee". Later if you look for anything to do with employee, you can just click that tag and get all the stuff that have been tagged that way. Tagging is all about stuff make sense to you.
It is very easy to find stuff here. You can search by name, tags, contact details, addresses and keywords in the notes and events section.
Notes & News
The dashboard helps you to understand what is happening in your business right now. Stand higher, look further and always focus on the bigger picture!
Notes can be used to store interactions or conversations with someone. i.e. phone calls, meetings, interviews, etc.
Events & Documents
Events help you get things done. You can either create general events (not attached to anything) or linked with people, organizations and users. Additionally, you can have both public and private events depends on if you want to share them or not. With the robust group calendar, you always know each person's tasks on a daily basis without asking them.
Bizroof provides the best online storage solution, which is safe, flexible and easy-to-use. It helps you store, organize and find stuff without the fear of local hard drive failures.
Cash Flow Analysis & Sales Automation
Bizroof lets you evaluate the performance of your business and determine the problems with liquidity.
Two Types: Money Coming In & Money Going Out
Three Status: Pending, Confirmed Yes & Confirmed No
- Money In Pending: Opportunities (e.g. open quotes)
- Money In Confirmed Yes: Revenue (e.g. sales, interest)
- Money In Confirmed No: Closed and lost
- Money Out Pending: Offers
- Money Out Confirmed Yes: Paid (e.g. wages, rent, materials, sales commissions)
- Money Out Confirmed No: Didn't pay
