Bizph
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Clients, billing, and files in one place.

For accounting and law firms, brokers and agencies. Start with CRM and Invoice. Add Tasks, Files and Cashflow to track client work, documents and money in.

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Products in this solution

A common starting set. Add or remove products to fit your business.

The workflow

Engage → Work → Document → Bill → Collect

  1. 01

    Engage

    The client and the deal are recorded in CRM.

  2. 02

    Work

    Deliverables are tracked as tasks per client.

  3. 03

    Document

    Contracts and client documents live in Files, linked to the client. Your staff can e-sign them.

  4. 04

    Bill

    Each retainer or milestone is invoiced, from a quote or a new invoice.

  5. 05

    Collect

    Payments are recorded and appear in Cashflow as money in, once a default account is set.

How it fits together

One client. Every product sees the same record.

The client is entered once. Each product adds its own activity to it, so the team never re-types names, addresses or items.

ClientCRMTasksFilesInvoiceCashflow

Who this is for

Businesses that run this way.

  • Accounting firms
  • Law offices
  • Real estate brokers
  • Agencies and consultancies

FAQ

Questions from professional services businesses.

Set up Bizph for your professional services business.

We will walk through the workflow with your own items, customers and team, then start your 14-day guided trial.

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