Custom CRM &
Automation Solutions
At BizWiz Pros, we specialize in Custom CRM & Automation Solutions designed to help businesses streamline operations, improve customer relationships, and automate repetitive tasks—so you can focus on growth instead of admin work.
Whether you need a fully customized CRM, automated workflows, or seamless integrations with your existing tools, we provide the technology and expertise to make your business more efficient, scalable, and stress-free.
A Customer Relationship Management (CRM) system is more than just a contact database—it’s a powerful tool that helps you track leads, manage customer interactions, automate workflows, and streamline business processes.
Unlike other CRMs, our solutions are built around your unique business needs, ensuring you get the features, automations, and integrations that work best for you.

- Never Miss a Lead Again – Automatically capture, track, and follow up with leads, ensuring no opportunity falls through the cracks.
- Boost Productivity & Save Time – Automate repetitive tasks, data entry, and customer communications so your team can focus on revenue-generating activities.
- Enhance Customer Relationships - Keep track of every interaction, send timely follow-ups, review requests, and personalize communication to build stronger customer relationships.
- Increase Revenue & Close Deals Faster – Use automated lead nurturing and sales tracking to improve conversions and shorten the sales cycle.
- Seamless Integration with Your Business Tools – Connect your CRM with email, calendars, invoicing, payment processors, and more for a smooth, all-in-one workflow.
Consultation & Assessment
We start by understanding your business, identifying inefficiencies, and discussing your goals to determine the best solutions for you.
What types of businesses do you work with?
We work with businesses of all sizes, from startups to established companies, across various industries. Our services are tailored to fit your unique needs and help you operate more efficiently.
How can BizWiz Pros help my business grow?
We streamline operations, automate admin tasks, improve customer management, and provide tech-driven solutions like custom CRMs. This saves time, reduces costs, and helps you focus on scaling your business.
Do I need to switch my current systems to work with you?
Not necessarily! We can integrate with your existing tools or recommend upgrades that align with your goals. Often, we recommend integrating with our systems to maximize results, but it is not always required. Our solutions are designed to enhance your current workflow, not disrupt it.
What sets BizWiz Pros apart from other consultants?
We combine real-world business expertise (20+ years in operations management) with cutting-edge tech solutions to create strategies that are both practical and scalable. We don’t just advise—we implement!
How do we get started?
Simple! Schedule a free consultation with us, and we’ll assess your business needs. From there, we’ll design a custom plan to help you streamline operations and grow efficiently.