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features
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support

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Description

Bizstim is a cloud-based business management software solution for small and medium-sized businesses. This software is a great tool for companies that need to schedule, remind, bill, billing, accounting and sales management. Bizstim clients often see a 4x-8x return on their investment within the first month. Our CRM software can make you money! We'll show how to make money by giving you a call or by giving you a free trial of our software. Visit our website to find out more or call our toll-free number to have a conversation.

Description

The options on the market were not only expensive but also featured complexities that did not align with the organization's actual needs. Additionally, the implementation of the CRM typically required the assistance of an external consultant, making it even more challenging for users to navigate effectively. Essential features include the ability to highlight critical messages from both potential and existing clients, alongside a robust search function that allows for swift retrieval of previous communications. Calendar integration is crucial for providing a comprehensive overview of upcoming appointments and sales engagements. It is vital to access the most relevant data and insights necessary for performing your duties efficiently. Reporting should enhance understanding and not add confusion, as we strive to make sales metrics not only clear but also actionable and conducive to generating new ideas. With a quick glance, users can identify their last interactions with clients and ensure follow-ups are scheduled to maintain strong relationships. Furthermore, when a new team member comes on board to assume responsibility for an account, transferring all past communications and activities becomes a straightforward and smooth process, ensuring continuity and client satisfaction. Ensuring ease of use and clarity in communication tools is essential for fostering a productive work environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Excel Yes 
PayPal Yes 
QuickBooks Online Yes 
Sage Accounting Yes 
Stripe Yes 
Twilio Yes 

Integrations

Microsoft Excel No 
PayPal No 
QuickBooks Online No 
Sage Accounting No 
Stripe No 
Twilio No 

Pricing Details

$7.99/month
Starting price $7.99/month for an individual plan. Small business and Enterprise plans are also available. Always fixed pricing!
Free Trial Yes 
Free Version No 

Pricing Details

$25 per user per month
Free Trial Yes 
Free Version No 

Deployment

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

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Bizstim Software Solutions

Founded

2015

Country

Canada

Website

www.bizstim.com

Vendor Details

Company Name

Evolved Metrics

Founded

2015

Country

Canada

Website

evolvedmetrics.com/crm/

Product Features

Appointment Reminder

Appointment Scheduling Yes 
Calendar Management Yes 
Call Reminders No 
Email Reminders Yes 
Online Booking Yes 
Payment Reminders Yes 
Recurring Appointments Yes 
Rescheduling No 
SMS Messaging Yes 
Two-Way Messaging No 

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling Yes 
Calendar Sync No 
Client Database Yes 
Group Scheduling Yes 
Mobile Access Yes 
Multi-Location Yes 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments Yes 
Room Booking Management No 

Business Management

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

Chiropractic

Appointment Management Yes 
Billing & Invoicing Yes 
Claims Management No 
EHR Certified Yes 
Outcome Assessments Yes 
Patient Account Management Yes 
Patient Records Yes 
SOAP Notes No 

Construction CRM

Client Tracking Yes 
Contract Management No 
Forecasting No 
Project Management No 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management No 

CRM

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

Occupational Therapy

Assessment Management Yes 
Billing & Invoicing Yes 
Care Plan Management No 
Insurance Management No 
Patient Records Yes 
Patient Registration Yes 
Patient Scheduling Yes 
Practice Management Yes 
Progress Tracking Yes 

Physical Therapy

Activity Monitoring No 
Appointment Management Yes 
Assessments Yes 
Billing & Invoicing Yes 
Exercise Management No 
Insurance Management No 
Multi-Location Yes 
Patient Records Yes 
Practice Management No 
Progress Notes Yes 
Treatment Plans No 

Speech Therapy

Assessment Management Yes 
Billing & Invoicing Yes 
Care Plan Management No 
Insurance Management No 
Patient Scheduling Yes 
Progress Tracking No 
SOAP Notes No 

Tutoring

Appointment Scheduling Yes 
Attendance Tracking Yes 
Automatic Grading No 
Billing & Invoicing Yes 
Client Management Yes 
Electronic Assignments & Tests No 
Employee Management Yes 
Learning Plans No 
Lesson Notes Yes 
Online Classes No 
Online Payments Yes 
Parent / Student Portal Yes 
Progress Reports Yes 

Product Features

Construction CRM

Client Tracking No 
Contract Management No 
Forecasting No 
Project Management No 
Quote Management No 
Sales Management No 
Scheduling No 
Time Management No 

CRM

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

Home Builder

Accounting Management No 
Bid Management No 
CRM No 
Contract Management No 
Job Costing No 
Job Scheduling No 
Permit Management No 
Quotes / Estimates No 
Subcontractor Management No 
Supplier Management No 
Warranty / Service Management No 

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