Leading Digital Transformation
BizTRAQ is an agile, cost-effective, AI-Driven digital business management solution that's easy to use and designed to transcend the limitations of traditional systems. It empowers businesses with unmatched flexibility, extensibility, and scalability, enabling seamless growth without the costly, time-consuming implementations of other platforms.
Modular Solutions Engine
One Platform, Infinite Solutions
Unlike competitors that force businesses to adapt to their tools, BizTRAQ adapts to your business. Our AI integrated platform introduces the concept of "Solutions" – tailored workspaces composed of dynamic Modules, Libraries, and Workflows. Whether you're digitizing contracts, automating HR, or launching an internal CRM, BizTRAQ builds it out in hours, not months.
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Why BizTRAQ Stands Out?

Beyond Traditional Boundaries
BizTRAQ breaks free from rigid, predefined solutions, offering unparalleled adaptability and configurability.

A New Category in Business Solutions
BizTRAQ harmoniously blends core features of CRM, ERP, and Document Management into a singular, cohesive platform.

Highly Adaptable and Configurable
BizTRAQ offers remarkable flexibility, allowing businesses to tailor every aspect of the system to their needs.

Cost-Effective Efficiency
By integrating multiple business functions, BizTRAQ eliminates the need for disparate systems, optimizing efficiency.

Empowering Businesses with Agility
BizTRAQ provides unmatched adaptability, helping businesses scale and evolve with ease.
BizTRAQ stands as a uniquely flexible, efficient, and future-proof solution. Embrace BizTRAQ, and transform your business operations with a solution that's as dynamic as the market you navigate.
Featured Solutions in BizTRAQ
Solutions tailored to unique business needs, which can stand alone or be transformed into Featured Solutions for broader integration
CRM
The ultimate tool for managing your sales pipeline with efficiency and precision.
From lead tracking to contract closures, SalesTRAQ equips your team with real-time data
and automation, ensuring streamlined workflows and better conversion rates.

SalesTRAQ
- Lead and Opportunity Management
- Pipeline and Forecast Management
- Sales Automation
- Contact and Account Management
- AI Integration
- Configurable Sales & Business Processes
Document Management
An advanced document and record management system that simplifies compliance,
storage, and workflow automation. Businesses can securely store, share, and
collaborate on documents while ensuring regulatory adherence and enhanced productivity.

DocuTRAQ
- Access from Anywhere
- Streamlined Approvals & E-Signatures
- Advanced Document Routing
- Task Management with Assignments
- Built-In PDF Editor
- Granular Security Controls
Forms
Automation
Automation
A seamless solution for organizing, accessing, and protecting business-critical files.
With its powerful tracking and categorization features, FormTRAQ ensures that businesses
can easily manage their digital assets, improve accessibility, and maintain data security.

FormTRAQ
- Custom Form Creation
- Automated Approval Workflows
- Role-Based Access Control
- Pre-Built Form Templates
- Audit Logs & Version History
- Integration with DocuTRAQ & SalesTRAQ
Standalone Solutions in BizTRAQ
Predefined solutions targeting specific markets, fully equipped with essential business processes, and extendable to meet evolving business demands
Contract
Management
Management
Simplify and automate contract creation, approval, and tracking

Contract
Management
Management
- Generate and manage contracts effortlessly
- Automated contract renewals and compliance tracking
- Real-time collaboration with internal and external parties
Asset
Management
Management
Keep track of your assets efficiently with automated records

Asset
Management
Management
- Track asset lifecycle from procurement to disposal
- Automated maintenance and service scheduling
- Barcode and RFID integration for asset tracking
Project
Management
Management
Plan, execute, and monitor projects seamlessly with real-time insights

Project
Management
Management
- Gantt charts and task tracking
- Resource allocation and workload balancing
- Real-time project progress monitoring
HR
Management
Management
Manage recruitment, employee records, and HR workflows in one place

HR
Management
Management
- Centralized employee records and payroll
- Recruitment and onboarding automation
- Performance evaluations and benefits tracking
Marketing
Streamline campaigns, track performance, and manage leads effectively

Marketing
- Automated email and social media campaigns
- Lead generation and CRM integration
- Marketing analytics and ROI tracking
Operations
Enhance operational efficiency with smart process automation

Operations
- Workflow automation for business processes
- Real-time monitoring of operational tasks
- Seamless integration with supply chain management
Time &
Expense
Expense
Track time, expenses, and billing with automated reporting

Time &
Expense
Expense
- Automated time tracking and approvals
- Expense reimbursement and audit trails
- Billable hours and invoicing integration
Finance
Simplify financial planning, invoicing, and budget management

Finance
- Automated invoicing and billing
- Real-time financial reporting and forecasting
- Seamless integration with accounting software
Your Custom
Solution
Solution
A tailor-made solution to fit your business needs perfectly

Your Custom
Solution
Solution
- Custom Form Creation
- Automated Approval Workflows
- Role-Based Access Control
BUILD ENDLESS SOLUTIONS - TOOLS & COMPONENTS in BizTRAQ
BizTRAQ allows you to create Solutions — fully functional business applications tailored to your needs. A Solution can be as simple as a form approval flow or as complex as a full-scale sales management system. Each Solution is built using a combination of Tools and Components, giving you the flexibility to create exactly what your business requires.

Modules & Libraries

Advanced Forms Engine

Data Sharing

Workflows

Document Routing & Signing (DRS)

PDF Framework

Scheduling & Calendar

Security

Communication, Alerts, Emails and SMS

Artificial Intelligence (AI)

Advanced Analytics & Reports

Centralized Contacts
Route & Sign Using Document Routing & Signing (DRS)

- BizTRAQ's Document Routing & Signing (DRS) feature provides seamless, integrated solutions for modern business challenges. The DRS functionality enhances BizTRAQ’s capability in routing documents for signatures, both internally and externally. Route any number of PDF documents to single or multiple sources to collect data and signatures effortlessly.
Access, Share, Collaborate and Sign
- Access the system using phone, tablet, or a browser. Securely share data, information, and documents internally & externally without any third-party solution. Send unlimited contracts or documents for review and signatures without any additional fee.

BizTRAQ for Verticals
Fuel Distribution - Process Transformation
- BizTRAQ provides a comprehensive platform for Fuels Distribution organizations including receiving online orders, managing contracts, keeping track of certificates/permits/licenses, managing fleet, and creating and designing custom business processes.
- Streamlining onboarding of customers for real-time execution of forms and agreements
- Optimizing cash flow by real-time connectivity to clients, expediting the order from delivery to invoice processing
- One cloud-based platform to feed all facets of your business operations
- Manage and track all documents, data, and information in one single platform, and much more...

Healthcare - Centralize Your Business

- BizTRAQ for Healthcare is designed to provide a comprehensive platform to manage your entire Healthcare business in real-time. Create and manage your entire business process to manage all facets of business.
- Digitize your entire patient onboarding by publishing forms online
- Complete HIPAA management including BAA agreements, HIPAA processes, Training, and Breach notifications
- Manage all your licenses, permits, insurance, and get alerts on expirations
- Manage all your Assets
- Configure and manage your entire HR process, documents, and employee records
- Control costs and maximize investment, and much more...
The POWER of BizTRAQ
How a Hospital uses BizTRAQ to manage their cases

- As patients are seen at the hospital, a patient case is created in the system. The patient is now sent out for evaluations and appointments internally for X-rays, CT, Ultrasound, Labs, etc. Each patient case is managed with the patient documents, lab results, and modality results along with the appointments and dates.
- A workflow helps the case manager manage the entire process, change the patient status, create appointments, and manage all communication with the patient. The entire process from beginning to end is created in BizTRAQ by simply configuring the modules, adding the right fields on the forms, configuring workflows, and setting the right permissions.
- All this without a single line of code or customization. Just Configure.
HIPAA Compliance Solution
- Complete self-managed HIPAA module provides a comprehensive HIPAA compliance solution. With built-in Policies and Procedures, Training, Business Associate agreement creation and management, Breach notification, Audit management, and Disaster Recovery documentation management, BizTRAQ is the only and complete HIPAA solution available for all Healthcare providers.

Verticals served include
but not limited to:
Get In Touch
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Address: 9494 Southwest Fwy #850, Houston, TX 77074, USA Phone: (713) 400-9900 Email: [email protected] Business Hours: Monday to Friday: 8:00 AM – 5:00 PM Saturday, Sunday: Closed |