Average Ratings 3 Ratings

Total
ease
features
design
support

Average Ratings 7 Ratings

Total
ease
features
design
support

Description

BizAutomation automates your ENTIRE business without any of the "Good, Better, Best", "Sell by the App", or "Teaser Pricing" shinanigans so prevelant with Big Tech software these days. If you like where this is going, take a look at our cloud business suite, the most comprehensive in the industry. It includes: Operations management, ERP, Order Management with Shipping & Fulfillment, Procurement, Accounting (no need for QuickBooks), Warehouse Management, Inventory Management, Ecommerce, MRP, and Workflow Automation, all wrapped up in a single cloud suite designed exclusively for growing small businesses. We're a transparent U.S. based family owned software company with old fashioned values that gets directly involved in our customer's success... Meaning we're a "customer" not "consultant partner" first advocate. If you're a wholesale distributor, retailer, have a shop flor where you assemble or manufacture, or are some combination of all these, you just might find that we're the perfect fit.

Description

HubSpot's sales software will notify you when a lead opens an email. You can also track every interaction and organize all of your activities in one place. Start free and grow as you go. HubSpot's sales tools make it easy to save time at all stages of the funnel. You can queue up personalized reminders and follow-up emails that are automatically delivered at the right time. You can turn repetitive emails into templates, track their performance, and share the top ones with your entire team. You will be notified when prospects open an email, click on a link or open an attachment. This will allow you to follow up with the most important leads quickly and efficiently. You can connect with prospects via live chat on your website. This will eliminate back-and-forth emails and missed calls. Send a link to let leads choose a time that suits them both. Automate manual entry by automatically logging every lead's contact information, email opens and clicks. Automate tedious tasks such as lead rotation.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft 365 Yes 
Advantage CSP No 
Beam AI No 
Buyerstage No 
CallTools No 
CloseBot No 
Google Workspace No 
HubiFi No 
Krepling No 
Lucrativ No 
Mouseflow No 
Numr CXM No 
OppSurge No 
Radiate B2B No 
Runway No 
Samepage No 
Sana No 
XAPP AI No 
Zoom Team Chat No 

Integrations

Microsoft 365 Yes 
Advantage CSP Yes 
Beam AI Yes 
Buyerstage Yes 
CallTools Yes 
CloseBot Yes 
Google Workspace Yes 
HubiFi Yes 
Krepling Yes 
Lucrativ Yes 
Mouseflow Yes 
Numr CXM Yes 
OppSurge Yes 
Radiate B2B Yes 
Runway Yes 
Samepage Yes 
Sana Yes 
XAPP AI Yes 
Zoom Team Chat Yes 

Pricing Details

$79.95/month/user
$79.95 per user / month (5-pack to start. Add single users as needed) Web store offered at $199.95
Free Trial Yes 
Free Version No 

Pricing Details

Free
Starter plan is $20/month, Professional plan is $100/month, Enterprise plan is $150/month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

BizAutomation

Founded

2003

Country

United States

Website

www.bizautomation.com

Vendor Details

Company Name

HubSpot

Founded

2006

Country

United States

Website

www.hubspot.com/products/sales

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management Yes 
Cryptocurrency Support Yes 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting No 
General Ledger Yes 
Government No 
Multi-Currency Yes 
Nonprofits No 
Payroll Management Yes 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management Yes 
Point of Sale (POS) Yes 
Project Management Yes 
Purchasing Yes 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management Yes 

Commission

Affiliate Management Yes 
Agency Commission Yes 
Commission Calculations Yes 
Commission Scheduling Yes 
Commission Tracking Yes 
Compliance Management Yes 
Flat Commissions Yes 
Incentive Programs Yes 
Multi-Tiered Commissions Yes 
Percentage Commissions Yes 
Sliding Scale Commissions Yes 
Split Commissions Yes 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

Demand Planning

Capacity Planning Yes 
Data Visualization No 
Historical Reporting Yes 
Inventory Optimization Yes 
Planned vs Actual Tracking Yes 
Product Introduction Planning No 
Promotions Management Yes 
Replenishment Management Yes 
Sales Forecasting Yes 
Supply Forecasting Yes 

Dropshipping

Analytics / Reporting Yes 
Customer Service Management Yes 
Order Management Yes 
Price Optimization Yes 
Product Information Management (PIM) Yes 
Shipment Tracking Yes 
Sourcing Management Yes 
Supplier Management Yes 
eCommerce Integration Yes 

eCommerce

CRM Yes 
Catalog Management Yes 
Channel Management Yes 
Customer Accounts Yes 
Data Security Yes 
Email Marketing Yes 
Inventory Management Yes 
Kitting Yes 
Loyalty Program No 
Mobile Access Yes 
Multi-Store Management Yes 
Order Management Yes 
Product Configurator Yes 
Promotions Management Yes 
Returns Management Yes 
Reviews Management No 
SEO Management Yes 
Shopping Cart Yes 
Templates Yes 

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID Yes 
Forecasting Yes 
Inventory Optimization Yes 
Kitting Yes 
Manufacturing Inventory Management Yes 
Mobile Access Yes 
Multi-Channel Management Yes 
Product Identification Yes 
Reorder Management Yes 
Reporting/Analytics Yes 
Retail Inventory Management Yes 
Supplier Management Yes 
Warehouse Management Yes 

Multi-Channel eCommerce

Catalog Management Yes 
Channel Management Yes 
Data Synchronization Yes 
Email Marketing Yes 
Inventory Management Yes 
Marketplace Integration Yes 
Mobile Commerce Yes 
Order Management Yes 
Promotions Management Yes 
Returns Management Yes 
SEO Management Yes 
Shopping Cart Yes 
Social Commerce No 

Online Ordering

Integrated Gift Cards No 
Menu / Product View Yes 
Mobile Ordering Yes 
Push Notifications Yes 
Reporting / Analytics Yes 
Rewards / Loyalty Program No 
Secure Payment Processing Yes 
Store Locator Yes 
White-Label Yes 

Order Entry

Back Order Management Yes 
Customer Database Yes 
Inventory Management Yes 
Order Fulfillment Yes 
Order Management Yes 
Real Time Order Entry Yes 
Remote Order Entry Yes 
Shipping Management Yes 
Warehouse Management Yes 

Order Fulfillment

Choose Shipping Service Yes 
Global Shipping Yes 
Inventory Management Yes 
Multi-Channel Support Yes 
Order Management Yes 
Production Logistics Yes 
Recycling No 
Returns Management Yes 
Supply Chain Management Yes 
eCommerce Integration Yes 

Order Management

Back Order Management Yes 
Catalog Management Yes 
Inventory Management Yes 
Order Entry Yes 
Order Fulfillment Yes 
Order Tracking Yes 
Recurring Orders Yes 
Returns Management Yes 
Shipping Management Yes 
Special Order Management Yes 

Procurement

Asset Management Yes 
Auction Management No 
Bid Management No 
Budget Management No 
Catalog Management Yes 
Contract Management Yes 
Inventory Management Yes 
Invoice Processing Yes 
PunchOut No 
Purchase Order Management Yes 
Receiving Yes 
Requisitions & Approvals Yes 
Sourcing Management Yes 
Spend Management No 
Supplier Management Yes 

Shipping

Air Shipping Yes 
Bills of Lading Yes 
Container Shipping Yes 
Freight Shipping Yes 
Ground Shipping Yes 
Import / Export Yes 
Ocean Shipping Yes 
Parcel Shipping Yes 
Quotes / Estimates Yes 
Shipment Tracking Yes 
Warehouse Management Yes 

Warehouse Management

3PL Management Yes 
Barcoding / RFID Yes 
Category Customization Yes 
Channel Management Yes 
Demand Planning Yes 
Inventory Management Yes 
Location Control Yes 
Order Management Yes 
Purchasing Yes 
Quality Control Yes 
Receiving / Putaway Management Yes 
Returns Management Yes 
Shipping Management Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management No 
Compliance Tracking No 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Product Features

Conversation Intelligence

AI Insights No 
Account Health Alerts No 
Call Analytics No 
Call Recording No 
Call Recording Cloud Storage No 
Call Snippets No 
Call Transcription No 
Call/Meeting Sharing No 
Sales Coaching No 
Topic Tags No 
Topic-Based Analytics No 
Video Conferencing Analytics No 
Win/Loss Analysis No 

Email Tracking

A/B Testing No 
Audience Segmentation No 
Campaign Management No 
Event-Based Notifications No 
Location Tracking No 
Team Management No 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Sales Engagement

CRM Integration Yes 
Call Scripts / Call Steps Yes 
Email Sequences Yes 
Email Tracking / Automation Yes 
Lead Management Yes 
Reporting / Analytics Yes 
Sales / Voice Dialer Yes 
Sales Automation Yes 
Search Yes 
Task Management Yes 
Templates Yes 
Workflow Management Yes 

Sales Force Automation

Call Management Yes 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database No 
Email Marketing Yes 
Field Sales Management No 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Sales Intelligence

CRM Integration Yes 
Data Cleaning Yes 
Data Enrichment Yes 
Data Import/Export Yes 
Data Mining Yes 
Data Verification Yes 
Email Integration Yes 
Lead Scoring Yes 
List Building Yes 
Performance Management Yes 
Pipeline Management Yes 
Predictive Modeling/Analytics Yes 
Prospecting Tools No 
Reporting/Analytics Yes 
Sales Forecasting Yes 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

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