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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FUTURE OF BUSINESS INNOVATION EVENT 2025

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Why BizTRAQ Stands Out?

BizTRAQ Features

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

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

Simplify and automate contract creation, approval, and tracking

Contract
Management

Generate and manage contracts effortlessly
Automated contract renewals and compliance tracking
Real-time collaboration with internal and external parties

Asset
Management

Keep track of your assets efficiently with automated records

Asset
Management

Track asset lifecycle from procurement to disposal
Automated maintenance and service scheduling
Barcode and RFID integration for asset tracking

Project
Management

Plan, execute, and monitor projects seamlessly with real-time insights

Project
Management

Gantt charts and task tracking
Resource allocation and workload balancing
Real-time project progress monitoring

HR
Management

Manage recruitment, employee records, and HR workflows in one place

HR
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

Track time, expenses, and billing with automated reporting

Time &
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

A tailor-made solution to fit your business needs perfectly

Your Custom
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.

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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.

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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.

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