Your Business Runs On Information
Not Applications
BizTRAQ is the business information platform that transforms disconnected information into connected processes and ultimately into powerful business solutions.
Trusted by companies all over the world








A New Foundation for Business Solutions
Business Information
Bring together data, documents, emails, forms, communications and more.
Business Processes
Configure workflows, approvals, automations and business rules around connected information.
Business Solutions
Turn business information into tailored, connected business solutions.
AI Intelligence
Enable AI with context to deliver insights and accelerate decisions.
Two Ways to Manage Business Information
BizDRIVE stores your files. BizTRAQ Libraries organize the business information around them.
BizDRIVE
Cloud File & Folder Storage
BizTRAQ Libraries
Structured Business Records
BizDRIVE
Store, organize, access and share documents, spreadsheets, images and everyday business files-similar to OneDrive or Google Drive
BizTRAQ Journey
One Platform. One Source of Truth. Unlimited Possibilities.
BizTRAQ connects your information, automates your workflows, and powers your business with intelligent solutions so you can focus on what truly matters
01
CENTRALIZE YOUR
BUSINESS INFORMATION
02
CONFIGURE YOUR
BUSINESS PROCESSES
03
CENTRALIZE YOUR
BUSINESS INFORMATION
Complete Document & Data Management Capabilities
One Platform. One Source of Truth. Unlimited Possibilities.

NATIVE EDITING
Create and edit Word & Excel files directly in BizTRAQ.

EDIT & ANNOTATE PDFS
Redact, highlight, comment, and edit PDFs seamlessly

DOCUMENT ROUTING & SIGNING (DRS)
Send documents for eSignatures, track progress, and store completed documents

SHARING & COLLABORATION
Share securely, collaborate in real-time, and control access with ease

VERSION CONTROL
Compare versions, restore history, and maintain accuracy of your documents

AI INSIGHTS INTO DOCUMENTS
Extract key insights, summaries, entities, and more using built-in Al intelligence

FORM TO PDF MAPPING
Map forms to PDF templates for online submissions and automatic conversions

ADVANCED EXPLORER
Powerful Windows Explorer-like experience to search, filter, organize, and manage files

CONSOLIDATE FILE SERVICES
Bring together OneDrive, SharePoint, Google Drive, Dropbox, Box, and more into one unified platform

EMAIL INTEGRATION
Capture, organize, and manage emails and attachments directly within BizTRAQ

SECURE & COMPLIANT
Enterprise-grade security, role-based access, encryption, audit trails, and compliance you can trust.
One Platform. Endless Benefits.

Single Source of Truth

Enterprise-Grade Security

Automated Workflows

Improved Collaboration

Greater Visibility & Control

Save Time & Boost Productivity

Lower Costs & Reduce Risk
One Platform. Many Business Solutions.
Configure the solutions you need today. Adapt to what you need tomorrow.

CRM

Contract Management

HR & Employee Management

Procurement

Asset Management

Project Management

Case Management

Compliance

Customer Service

Vendor Management

Document Management

Custom Solutions
One Platform. Many Possibilities.
BizTRAQ is a Business Information Platform built to flex around how your industry actually works — not the other way around. From healthcare to manufacturing, the same connected foundation adapts to the workflows, compliance needs, and priorities specific to your business.
Industry best practices. Configurable to your business.
Many More
One Platform. Many Business Solutions.

Centralize
Your Data

Centralize
Your Data

Centralize
Your Data
From Disconnected to
Unified with BizTRAQ
on one powerful platform.
DISCONNECTED
tools and file services.
One platform.
Infinite possibilities.
UNIFIED & EMPOWERED
working together seamlessly.
- Unified Data & Documents
- Centralized Platform
- Automated Processes
- Secure & Compliant
- AI-Powered Insights
- Scalable & Future-Ready
Connect
and data together
Centralize
for your business
Automate
and save time
Analyze
make better decisions
Secure
security you can trust
Scale
business, today and beyond
BizTRAQ – Tools That Build Solutions
scalable business solutions.

Libraries
(Contains Records)

Dynamic
Forms & Data Capture

Secure Data Sharing & Collaboration

Workflows Automation & Approvals

Artificial Intelligence

From to PDF
Mapping

E-signatures (DRS)

Explorer (Global File Explorer – GFE)

Communication

Notes

Document Management

PDF & Office Document Editing

Scheduling & Calendar Management

Notification & Alerts

Tickets, Tasks, Approvals

Email & SMS Integration

Advanced Analytics & Reports

Centralized Contacts

Enterprise Security & Access Control

Audit
BizTRAQ Industry Solutions
Healthcare Business Management
- Centralized customer, contact, and account management
- Custom pipelines for sales, onboarding, and renewals
- Integrated documents, contracts, and communications
- Automated workflows for follow-ups and approvals
- Configurable fields and layouts per business
- Full audit trail and role-based access
- Real-time reporting and activity tracking
- Customer + site management with structured records
- Contract tracking with terms, pricing, and renewals
- Delivery documentation & certificate storage
- Compliance-ready recordkeeping and audit trail
- Operational tickets, tasks, and approvals
- Document routing and e-signatures
- Reporting across customers, sites, and activity
Fuel Distribution
Case Management
- Case intake with configurable data fields
- Document collection, routing, and e-signatures
- Tasks, tickets, and timeline tracking
- Role-based access and secure collaboration
- Email notifications and status updates
- Audit-ready history for every action
- Dashboards and reporting by case type
Discover Our Super Features




Why Organizations Choose
BizTRAQ
One Connected Source of Trust
Configure Instead of Custom Develop
Eliminate Information Silos
AI-Ready by Design
Scale Without Replacing Systems
Future-Proof Your Business
Here’s what our amazing
partner & clients say
Mark Mullan
Matt Mandalinci
Doug Ashmore
Major Rizvi
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Industries We Serve

Health Care
Managing complex EHR systems, BizTRAQ streamlines data, improves compliance, strengthens reporting, and enhances operational efficiency across healthcare organizations.

Construction Industry
BizTRAQ simplifies project tracking, asset management, documentation, and workforce coordination to keep construction operations efficient, organized, and on schedule.

Nonprofits
BizTRAQ empowers nonprofits with scalable tools for donor tracking, reporting, compliance management, and streamlined internal workflows.

Manufacturing
Enhance production visibility, inventory tracking, operational efficiency, and performance insights to stay competitive in global manufacturing markets.

Food and Retail
Optimize inventory control, sales tracking, reporting accuracy, and operational efficiency to deliver consistent customer experiences.

Real Estate
Simplify property tracking, document management, reporting, and transaction workflows to improve efficiency and reduce operational costs.

Energy
Implement secure infrastructure, asset monitoring, compliance tracking, and operational visibility to strengthen performance in competitive energy markets.

Services Industries
Reduce costs, streamline workflows, improve reporting, and enhance customer experiences with data-driven operational solutions.

Law Firms
Securely manage documents, cases, compliance requirements, and workflows while maintaining flexibility, speed, and productivity.
Frequently
Asked Questions
What is BizTRAQ?
BizTRAQ is a cloud-based Business Information Platform that centralizes documents, data, emails, and business processes into one secure platform, helping organizations automate workflows and build business solutions.
Is BizTRAQ a business software?
BizTRAQ is more than business software. It is a business information platform that transforms connected business information into configurable business solutions.
Can BizTRAQ replace multiple business applications?
Yes. BizTRAQ can support document management, CRM management, contract management, HR, project management, asset management workflow automation, and other business solutions within one platform.
Does BizTRAQ require coding?
No. BizTRAQ allows businesses to configure workflows, forms, and business solutions without extensive custom software development.
What business solutions can be built with BizTRAQ?
BizTRAQ supports solutions such as CRM, HR Management, Contract Management, Case Management, Project Management, Procurement, Asset Management, and more.
Can BizTRAQ improve collaboration?
Yes. Teams can securely share information, collaborate in real time, and work from the same centralized platform.
