Features
Everything your team needs.
Nothing you don't.
Biznative bundles the essentials — CRM, Sales, Finance, HR, Projects, Support and Ops — with the tools to bend the platform to your workflow.
Platform
A platform that grows with you
Drag-drop UI editor
Rearrange fields, sections and layouts per module. No code, no waiting on developers.
Visual workflow builder
Trigger actions across modules — approvals, notifications, escalations, integrations.
Custom fields & modules
Extend any entity with fields, tabs and relations. Build your own modules from scratch.
Integrations
Google Workspace, Zapier, Slack, WhatsApp Business, Razorpay, Tally and 40+ more.
Full whitelabel
Your brand, your domain, your emails. No mention of us anywhere.
Roles & permissions
Granular role-based access down to the field, plus IP allowlists and audit logs.
Import / export anywhere
Bulk CSV, Excel and API. Sync with Google Sheets both ways.
Realtime notifications
In-app, email, WhatsApp and browser push — configurable per user.
Enterprise security
TLS, encrypted backups, 2FA, session controls and role-based data isolation.
Multi-currency & multi-lang
Ship to international clients while keeping GST and INR reporting native.
Team collaboration
Mentions, shared views, task hand-offs and activity feeds across every module.
Reports & dashboards
Pre-built + custom reports across every module. Export to PDF, Excel or a shared link.
Modules
Deep in every module
Toggle modules on and off from a single admin screen. Every module stands alone — and gets sharper when combined.
CRM
Leads, contacts, deals, pipelines and full activity timeline.
- Kanban + list pipelines
- Lead scoring & assignment
- WhatsApp + email in-thread
- Deal forecasting
Sales
From proposal to payment with GST-compliant documents.
- Quotes, proposals, orders
- Recurring & one-time invoices
- Multi-currency + INR
- Payment reminders
Finance
Track every rupee. Match every payment.
- Expenses & approvals
- Bank & UPI reconciliation
- Tally / Zoho export
- GST-ready reports
HR
Everything from onboarding to payroll.
- Employees & documents
- Leaves & attendance
- Payroll & payslips
- Appraisals
Projects
Delivery, on time, with visibility for everyone.
- Tasks, milestones, Gantt
- Timesheets & billing
- Client portal
- Retainer tracking
Support
Tickets that flow across email, WhatsApp and chat.
- SLA policies
- Knowledge base
- Auto-assign & routing
- CSAT surveys
Operations
Inventory, procurement, assets and vendors.
- Warehouses & stock
- Purchase orders
- Asset management
- Vendor scorecards
Files & Docs
Sync Google Drive, share with clients, keep everything indexed.
- Google Drive sync
- Client-shared folders
- Version history
- Full-text search
Automations
Move data between modules automatically.
- 100+ triggers & actions
- Webhooks in & out
- Scheduled runs
- Approval chains
Ready to see it on your data?
We'll walk you through a live demo, spin up a sandbox with your branding and show you exactly how it fits your workflow.