All-in-One Business Management Platform for Growing Teams
A unified platform that provides end-to-end business solutions
BizTRAQ is a unified business platform that reduces operational costs, simplifies how organizations operate, and eliminates the complexity of managing multiple systems.
Start with what you need today and grow into an enterprise-grade platform—so your team can focus on running the business, not the software.
BizTRAQ Solutions
Solutions tailored to unique business needs, which can stand alone or be transformed into Featured Solutions for broader integration
CRM
Centralize customer relationships, pipelines, and activity tracking across your organization.
SalesTRAQ
- 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
Contract Management
Manage contracts end-to-end with renewals, approvals, and compliance-ready controls.
ContractTRAQ
- End-to-end contract lifecycle management
- Centralized contract repository with metadata search
- Automated approvals, renewals, and alerts
- Version control and full audit history
- Contract types for vendors, customers, and partners
- Integrated e-signatures and document intelligence
- Compliance-ready storage and access controls
Procurement
Streamline quotes, requisitions, and purchase orders with policy-driven controls.
ProcureTRAQ
- Quote creation, approvals and e-signatures
- Requisition and approval automation
- Purchase order generation and tracking
- Vendor contract and document linkage
- Spend visibility and reporting
- Policy-driven approval hierarchies
- Full procurement audit trail
HR Management
Manage employee records, onboarding, compliance, and sensitive HR workflows securely.
HRTRAQ
- Centralized employee records and documents
- Automated onboarding and offboarding workflows
- Policy acknowledgements and compliance tracking
- Role-based access to sensitive HR data
- Document intelligence for licenses and certifications
- Configurable HR forms and approvals
- Secure, compliant personnel file management
Asset Management
Track assets, assignments, maintenance, and documentation across their lifecycle.
AssetTRAQ
- Track physical and digital assets across locations
- Asset lifecycle management from acquisition to retirement
- Maintenance schedules and service records
- Ownership, assignment, and usage tracking
- Document linkage (warranties, manuals, contracts)
- Audit-ready asset history
- Custom asset categories and fields
Don’t see what you need?
Build your own solution with BizTRAQ — combine modules, automate workflows, and tailor every field to your business.
Build Your Own
- Create custom modules & libraries
- Design workflows & approvals
- Extend metadata fields
- Configure roles & permissions
- Connect forms, docs & records
- Launch fast — no-code/low-code
BizTRAQ Platform
BizTRAQ Platform Capabilities
The foundation powering every BizTRAQ solution.
Document Intelligence & Records Control
Documents become governed, searchable business records.
DOC
Includes
- Document Management
- Versioning & Audit Trails
- E-signatures
- PDF & Office editing
- Form-to-PDF mapping
- Secure document storage
“Documents become structured, searchable, auditable business records.”
Form, Workflow & Process Automation
Automate approvals, routing, and operational handoffs.
AUTO
Includes
- Forms Automation
- Approval workflows
- Conditional routing
- Tasks & Reviews
- Notifications & alerts
“Replace emails, spreadsheets, and manual handoffs with automated workflows.”
Secure Collaboration & Data Sharing
Share the right information with the right people — securely.
SEC
Includes
- Secure data sharing
- Role-based access
- External & internal collaboration
- Controlled document access
“Share the right information with the right people — securely.”
Work Management & Operations
Track operational work end-to-end with accountability.
OPS
Includes
- Tickets
- Tasks
- Reviews
- Assignments
- Operational tracking
“Operational work is tracked, owned, and auditable.”
Communication, Scheduling & Engagement
Connect to how teams already communicate and plan.
CAL
Includes
- Email integration
- Scheduling
- Calendar management
- System notifications
“BizTRAQ connects to how teams already communicate and plan.”
Analytics, Reporting & Visibility
Real-time visibility across operations and compliance.
BI
Includes
- Dashboards
- Reports
- Operational analytics
- Compliance insights
“Real-time visibility across operations, compliance, and performance.”
Six core platform pillars that power every BizTRAQ solution.
BizTRAQ Industry Solutions
Three industry-focused solutions designed to launch fast and scale into the full BizTRAQ platform.
Healthcare
Business
Business
Manage contracts, assets, HR, compliance, and billing documents—built for healthcare operations.
HealthTRAQ
- Contract + vendor management with renewals & alerts
- Asset tracking, maintenance, and assignments
- Record management (licenses, permits, insurance)
- HR workflows with secure personnel files
- Billing document management + audit trail
- Governance, compliance, and approvals
- Tickets & tasks for operational visibility
Fuels
Distribution
Distribution
Manage customers, contracts, deliveries, compliance records, and operational workflows in one system.
FuelTRAQ
- 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
Case
Management
Management
Track cases, documents, tasks, communication, and approvals with a complete audit trail.
CaseTRAQ
- 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
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.
BUILDING 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:
Nonprofits
Energy
Manufacturing
Food & Retail
Real Estate
Healthcare
Construction
Service Industry
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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 |