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.

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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.

Information to Business Solutions

One Platform. One Source of Truth. Many 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 BUSINESS INFORMATION

Bring your business data, documents, files, emails, forms and records into one secure platform.

02 CONFIGURE BUSINESS PROCESSES

Build and automate the processes that match the way your business actually operates

03 CONFIGURE BUSINESS SOLUTIONS

Your processes become powerful solutions—from CRM and HR to custom applications.

Files When You Need Files. Records When You Need Context.

Together, BizDRIVE and BizTRAQ Libraries give your business one place for files, records and the context around them.

BizDRIVE

Cloud File & Folder Storage

Store, organize, access and share documents, spreadsheets, images and everyday business files-similar to OneDrive or Google Drive

BizTRAQ Libraries

Structured Business Records

Combine record data and properties with related documents, notes, communications, tickets, activities and complete history.

Go Beyond File Storage. Organize the Information Around Your Business.

BizDRIVE securely stores your files, while BizTRAQ Libraries organize the business information around them-creating a complete, searchable record for every customer, project, contract, asset, or process.

Trusted by companies all over the world

Everything You Need to Manage Business Information

Create, edit, organize, share, sign, secure and understand documents and data without moving between disconnected systems.

What Changes When Your Information Is Connected

One Platform. Many Business Solutions.

Configure the solutions you need today. Adapt as your business changes.

BizTRAQ turns the same connected information and platform capabilities into CRM, contract management, HR, procurement, asset management, project management, case management and solutions unique to your organization.

Built for the Way Your Industry Works

BizTRAQ provides the same information-first foundation across industries while allowing each organization to configure the records, processes, controls and solutions it needs.

Industry best practices. Configurable to your business.

From Information to Action Centralize

BizTRAQ helps you centralize information, automate processes, and make data-driven decisions with confidence.

From Disconnected to
Unified with BizTRAQ

Connect your tools, centralize your data, and automate processes—
on one powerful platform.

DISCONNECTED

Data scattered across multiple
tools and file services.

monday.com

OneDrive

SharePoint

Google Drive

Dropbox

Other Files

All your data.
One platform.
Infinite possibilities.

UNIFIED & EMPOWERED

All your data, processes, and teams
working together seamlessly.

Unified Data & Documents
Centralized Platform
Automated Processes
Secure & Compliant
AI-Powered Insights
Scalable & Future-Ready

Connect

Bring all your tools
and data together

Centralize

Single source of truth
for your business

Automate

Streamline workflows
and save time

Analyze

Get real-time insights and
make better decisions

Secure

Enterprise-grade
security you can trust

Scale

Built to grow with your
business, today and beyond

BizTRAQ – Tools That Build Solutions

BizTRAQ delivers smart tools and connected components that simplify operations and power
scalable business solutions.

BizTRAQ Industry Solutions

Solutions tailored to unique business needs, which can stand alone or be transformed into Featured Solutions for broader integration.

Healthcare Business Management

Manage contracts, assets, HR, compliance, and billing documents-built for healthcare operations

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

Manage customers, contracts, deliveries, compliance records, and operational workflows in one system.

Case Management

Track cases, documents, tasks, communication, and approvals with a complete audit trail.

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

Every piece of business information lives in one connected system — no more chasing down the right version across a dozen different tools.

Configure Instead of Custom Develop

Adapt your business to BizTRAQ, not the other way around. Configure the platform to fit your workflows — without the cost, delay, or risk of custom development.

Eliminate Information Silos

Replace dozens of disconnected systems with one platform where information flows freely between every team and every process.

AI-Ready by Design

BizTRAQ isn’t retrofitted for AI — it’s built for it. A connected foundation means AI has the context it needs from day one, ready for the future of intelligent business.

Scale Without Replacing Systems

Start with a single process, then expand at your own pace. BizTRAQ grows with your business, so you never outgrow your platform or face a painful system replacement.

Future-Proof Your Business

One platform. Unlimited possibilities. As your needs evolve, BizTRAQ evolves with you — without starting over.