Make appointment
Customers
Customer relationship
Time and attendance
Finance
Purchase management
Productivity
Success analysis
Customisation
Real estate management
Gestion médicale
You create them
Our core ERP features for managing your business
Customer Relationship Management (CRM)
Prospecting
Create a prospect catalog, manage their respective prospecting actions and timestamp them to build a strong relationship with your customers!
CRM
campaigns
Send campaigns to a defined list of prospects and follow them up with reminders to revive the pleasure of closing sales with all ease.
Business offers
Set up your offers in your own image and use them as reusable templates to showcase your products in a more aesthetically pleasing way!
Stock management
Suppliers
You can create a supplier database either manually or by import. Record the prices of stock items by supplier, compare them with each other and go for the option that's most profitable to you!
Stock
Monitor your stock of goods to avoid excesses or shortages, and plan production requirements in advance to prevent critical situations.
Sales management
Customers
You can create a supplier database either manually or by import to compile their contact information and preferences.
Offers, orders, invoices
Bloobiz handles your sales cycle from start to end so you can manage your commercial activity as a whole, from quote creation to bill payments.
Point of sale
Take the lead of your point of sale's daily operations without leaving anything behind – monitor your store and cash registers with all ease!
Items
You can create a list of all your items for sale, manage every aspect of them (category, price, availability, etc.) and link them to stock items in order to also monitor your supplies.
Subscriptions
You can also present your customers with subscription plans by automatically generating monthly invoices and sending them by e-mail.
Projects
Project management
Make teamwork easy by closely managing tasks, deadlines and progress to make sure you're always on the road to success!
Reports
You can generate comprehensive, intuitive reports to track the progress of your projects and combine them with statistics or campaign follow-ups to get even more data.
Timesheets
Fill in timesheets to register the time spent on each task. Charge your customers for the services you provide them with and boost your projects' profitability!
Planning
Plan ahead your projects' milestones and optimize task distribution among your employees. When necessary, you can also extend deadlines to avoid any delays!
Human Resources Management (HRM)
Calendar
Check the schedules of your employees and teams to arrange appointments according to their availability and get notified of upcoming ones.
Leave management
You can accept or reject your collaborators' leave requests and check their amount of credits and hours worked anytime.
Work
management
You can also set up all the aspects of your employees' jobs, from their tasks to skills, positions, and more. Assign them according to their position and customize their working hours accordingly.
Clocking
Check your employees' clocking records thanks to remote clocking right from their smartphones or on site with a regular clocking terminal.
Staff
management
Check and edit your employees' data, upload files and make them available to them. You can also manage sick leave requests whether they were submitted from the app or a browser.
Communication
Tickets
Manage all kinds of requests you receive, from customer support, complaints, technical issues and more.
Webmail
Enjoy a professional inbox with a proper business e-mail address linked to your domain name to communicate with your corporate contacts and keep track of all messages.
Documents
DMS & Workspaces
Store your documents on a secure, centralized platform where you can sort them by type and index. Keep your documents at hand in your very own workspace!
Forms
You can fill in predefined forms (e.g. service reports, contracts, etc.) directly on the app or a browser and edit them if necessary.
E-learning
Set up in-house training for your employees by creating custom courses and procedures! This way, you'll be able to follow up on their progress in real time and test their knowledge.
Accounting
Accounting
From daily entries to the processing of your accounting and financial statements, Bloobiz manages your bookkeeping with the tools that best suit your business.
Accounting documents
Bloobiz provides you with optimized management of any type of accounting documents - from price quotes to orders, delivery notes, invoices and more.
Cost accounting
Bloobiz helps you analyze your accounting figures, so that you can better assess your financial situation. This way, you'll be able to identify and plan your costs and revenues more quickly.
Budget management
Carry out budgetary controls with all ease and keep your spending under control by recording your estimates. Budget your income and expenses, break down invoice lines and compare the amounts foreseen with the actual activity.
More features
General setup
It's our platform that adapts to your needs, and not the other way round! You can set up the dashboard, settings, language, company logo and more to your own taste.
Access management
You can allow or restrict access to Bloobiz modules according to user roles by assigning individual access rights to them, thus ensuring the privacy of your data.
Statistics
Optimize your decision-making process by using reliable statistical data and produce charts with data generated by Bloobiz or that you've entered manually.
Contract
Stop losing money because of overdue deadlines – store your contracts on Bloobiz and keep your supplier relationships under control!
Survey
Assess the impact of your offers and products by directly asking your customers for their feedback. The Bloobiz team handles the setup of surveys remotely.
Property management
Bloobiz Home
Bloobiz also helps you manage your residence by bridging the gap between landlords and tenants. Stay in permanent touch with residents through our mobile app by sending them notifications and keeping them informed of all the latest news.
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