Made for agencies and small businesses in India 🇮🇳
Run your leads, WhatsApp, invoices and clients — in one place
BizOneFlow is simple lead and customer management software. Keep every enquiry you receive in one place, follow up on WhatsApp, send GST invoices, track who has paid, and keep your team and clients on the same page.
A lead manager, not a lead seller — we never sell leads or contact data.
Plans from ₹9,990 a year (just ₹833/month) · Pay by UPI or card · Start the same day
So, what does it actually do?
Think of it as the one app that replaces your lead sheet, your billing software, your reminder notes and the WhatsApp chaos — and connects them, so everything about a customer lives in one place.
Without BizOneFlow
- Leads scattered across Excel sheets, Instagram DMs and phone contacts
- Follow-ups forgotten because the reminder was in someone's head
- Quotes in Word, invoices in another app, payments in a notebook
- Clients approving posts over WhatsApp, buried in a long chat
- No idea how much is pending or who is overdue
With BizOneFlow
- Every lead in one list, with owner, status, source and full history
- Follow-ups and reminders that ring on your phone — nothing slips
- Quote → GST invoice → payment, all connected, with dues at a glance
- Clients approve content with one tap on a private link
- A live dashboard of revenue, pending money and your sales pipeline
Leads & sales pipeline
Never lose a lead again
Every enquiry — from your website, Instagram ads, WhatsApp, a referral or a walk-in — lands in one list. See who it is, where they came from, what they want and what happens next.
- Add leads by hand, import a spreadsheet, or capture them from your own ad form link
- Duplicate numbers are caught automatically, however they're typed
- Drag deals across a pipeline: New → Contacted → Qualified → Proposal → Won
- Follow-up dates, notes, call logs and a full timeline for every lead
WhatsApp, built into your CRM
Follow up where your customers already are
Connect your own WATI account and send approved WhatsApp templates to any lead or customer in one click — already filled in with their name and details.
- Send a template from a lead, a contact or your follow-up list in a click
- Select the leads you want and send one template to all of them — personalised with their name, and anyone who has opted out is skipped automatically
- Sync your approved templates from WATI, so you always use the right ones
- A new message from an unknown number creates a lead for you
- Automations can reply to new enquiries on their own
Quotes, GST invoices & payments
Get paid faster, look professional
Turn a quotation into a GST invoice in one click, send it as a clean PDF, record payments as they arrive, and see exactly who still owes you.
- CGST + SGST or IGST worked out from the customer's state, with HSN/SAC codes
- Part-payments, UPI, bank and cash tracked against each invoice
- Overdue invoices flagged automatically
- Quotations, products and service packages in the same place
Know your numbers
A dashboard that answers “how's business?”
Revenue, monthly recurring income, burn, runway, margin and your sales funnel — updated as you work, not at the end of the month.
- Compare the last 30 days with the previous 30
- See recurring revenue next to cash actually collected
- Income, expenses, profit & loss and cash flow reports
- Track website visitors through to paying customers
For agencies
Manage every client — and get approvals without the chasing
Each client gets a page with their brand details, content calendar, meetings, tasks, logins, ad results and monthly report. Plan the month, share it with the client, and they approve or request changes with one tap.
- Content calendar with posts, reels, stories and carousels — and optional AI-drafted captions you can edit
- A private client portal link: no login, no app, just approve or ask for changes
- Onboarding form your client fills in, so you don't have to ask for the same details again
- Client health at a glance — know who needs attention before they complain
- Encrypted vault for client logins, and a one-click monthly report
On your phone
Your office, in your pocket
BizOneFlow works beautifully on a phone. Add it to your home screen and it opens like a real app — check leads between meetings, tick off tasks and get alarm-style reminders that ring even when the app is closed.
- Installs on Android and iPhone — no app store needed
- Push reminders with a tune and a spoken alert
- Tasks, leads, WhatsApp and dashboard, all mobile-friendly
And everything around it
The extras that usually need five more subscriptions — already included.
Meeting booking links
Share a link; customers pick a free slot, and the booking lands on their lead — no back-and-forth on WhatsApp.
Automations
Send a WhatsApp template, tag or follow-up automatically when something happens — like a new lead arriving.
Prospect Search
Look up businesses on public listings by category and city, and save the ones that fit into your own CRM with your notes. It is a search tool — we don't sell or supply any lists.
Website visitor tracking
See who visits your site, what they read, and who looks ready to buy — then follow up.
Tasks & repeating tasks
Daily, weekly or monthly routines with an end-of-day report of what got done.
Reminders with sound
Alarm-style reminders with a tune and voice that reach your phone even when the app is closed.
Portfolio share links
Upload your work and share one private link with a prospect — no email attachments.
Team roles & permissions
Give each teammate exactly the access they need — from Viewer to Admin.
Your data, always yours
Export everything as a file anytime, even if your plan has ended.
Who is it for?
If you sell a service and talk to customers on WhatsApp, it's for you.
Marketing & creative agencies
Manage every client in one place: content calendars, approvals, reports, logins and billing — without chasing people on WhatsApp.
Freelancers & consultants
Keep prospects, quotes and invoices tidy so you look professional and get paid on time.
Local service businesses
Clinics, studios, coaching classes, real estate, salons — answer enquiries on WhatsApp and never lose a lead.
Small sales teams
A shared pipeline, clear owners, follow-up reminders and a dashboard the whole team can trust.
Up and running in minutes
Pick a plan & create your workspace
Choose the plan that fits, add your name and email — just a few details.
Pay securely and you're in
UPI, card or netbanking. Your workspace opens the moment payment goes through.
Bring your people in and get organised
Import your own leads, add your team, connect WhatsApp, send quotes and GST invoices.
Private by design
Every business has its own separate workspace. Nobody else can see your leads, customers or invoices.
Sensitive things stay encrypted
Saved client logins are encrypted, and every time one is revealed, it's logged.
You're never locked in
Export all your data as a file whenever you like — even if you decide to leave.
A lead manager — not a lead seller
BizOneFlow helps you organise and follow up on your own leads and customers. We do not sell, rent, broker or supply leads, phone numbers or contact lists, and we are not a marketplace for them.
- Every lead in your workspace comes from you: typed in, imported from your sheet, or captured through your own forms, links and WhatsApp.
- Your workspace is private. Your leads and customer data are never shared with, or shown to, any other business.
- You stay in control of who you message — opted-out contacts are skipped automatically.
Simple pricing, in rupees
Three yearly plans. Everything in your plan is unlocked from the first minute.
Want every detail? Compare all features side by side.
Questions, answered
What exactly is BizOneFlow?+
It's business management software (a CRM plus invoicing and client management). Instead of using Excel, WhatsApp, a billing app and a reminders app separately, you run leads, WhatsApp follow-ups, quotes, invoices, payments, tasks and clients from one login — on your computer or phone.
Do I need any technical knowledge?+
No. Sign up, add your first lead and you're running. You can import your existing leads from a spreadsheet (CSV) in a few clicks.
How do I get started?+
Pick a plan, create your workspace with your name and email, and pay securely with UPI, card or netbanking. Your workspace opens the moment payment goes through, and you can start adding leads straight away.
Is there a free trial?+
No — BizOneFlow is sold as simple yearly plans, with everything in your plan unlocked from day one. If it isn't right for you, write to us within 7 days of your first payment for a refund (see the refund policy).
Which plan should I choose?+
Starter if you work solo or with one helper. Growth if you have a sales team and want WhatsApp automation, website tracking and meeting booking. Agency if you also manage clients — content calendars, approvals and reports. You can upgrade anytime.
What happens when my year ends?+
If auto-renewal is on, it renews and you're reminded by Razorpay. If you turn it off, you keep access until the end of the year; after that the workspace locks but nothing is deleted, and you can export your data or renew anytime.
How does WhatsApp work?+
You connect your own WATI account in Settings → Integrations (a two-minute job). Messages go out through your WATI number, and WATI's own charges apply. BizOneFlow adds one-click templates on every lead, automations, and turns new incoming messages into leads.
Are the invoices GST-compliant?+
You can add your GSTIN, and invoices and quotations calculate CGST + SGST or IGST based on state, with HSN/SAC codes and a professional PDF to send. Please confirm the details with your accountant for your own filing.
Is my data safe? Can other businesses see it?+
Every business gets its own fully separate workspace — no one else can see your data. Saved client passwords are encrypted, and roles control what each teammate can access.
Can I use it on my phone?+
Yes. Open it in your phone's browser and add it to your home screen — it installs like an app, and reminders can ring even when it's closed.
Do you sell leads or contact lists?+
No. BizOneFlow is a lead management tool, not a lead seller or marketplace. We don't sell, rent or supply leads, phone numbers or customer data to anyone. Every lead in your workspace is one you captured or imported yourself — through your own forms, website, ads, WhatsApp or spreadsheet.
Who runs BizOneFlow?+
BizOneFlow is managed by Blackcrest, Surat, Gujarat, India. You can read our Terms, Privacy, Refund and Shipping & Delivery policies from the footer of any page, and reach us any time from the Contact page.
Can I cancel anytime?+
Yes, from the Billing page. You keep access until the end of the period you've paid for.
Ready to bring it all together?
Pick a plan and be inside your workspace in a couple of minutes.
Choose your plan