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Trusted by 150+ companies and 24,000+ users worldwide.

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EP2A6398 (1)

 

From opportunity to order to project

Elevate customer connections

Establishing and nurturing robust customer relationships is crucial for achieving business success. IonBIZ CRM offers a comprehensive solution to oversee interactions, monitor opportunities, and optimize sales processes.

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About this feature

Comprehensive relationship management

Our CRM feature provides a complete overview of your relationships, making it easy to manage communication and business interactions.

  • Organized contact management
  • Push quote to project
  • No-code customizable fields
  • Funnel analysis
Request a demo
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Sales Pipeline & Opportunity Tracking

Convert leads into deals with structured follow-ups and real-time insights. Track opportunities, plan actions, and assess potential revenue with ease.

  • Score potential deals, set key decision dates, and manage follow-ups efficiently.
  • Real-time insights into revenue forecasts and the progress of each deal.
  • Seamless quote management
Request a demo

Customer testimonials

Join 150+ companies and 24,000 users worldwide

  1. It's not enough to track just one project. As a company, you need to maintain an overview across all projects. That's where ionBIZ truly excels.
    Jeroen Monster

    Jeroen Monster

    Quality & Process Improvement Manager, Cadmes

  2. Unlike other planning tools, ionBIZ has proven to deliver reliable forecasts—both in the long term and short term—at any desired level of detail.
    Steven Fleurent

    Steven Fleurent

    CIO, Delaware

  3. The ionBIZ interface is so intuitive that even those without IT knowledge can quickly get the hang of it. Still stuck? Simply log a ticket with the helpdesk and you can see the progress at any time.
    Louis Kuijf

    Louis Kuijf

    Managing Director, Acterus

Three good reasons to consider ionBIZ CRM

Number-Green-01

Keep track of the funnel

Manage your opportunities, align your follow ups so you work on the right deal at the right time. 

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Send quotes to projects

If you want to work smart you reuse as much as possible the work you've already done. That's exactly what quote to project does for you.

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Contact management

Add the important contacts to you company relations. Follow up on them, use them in notes, emails, tickets. Allow them to access the client portal.

More features

EP2A6441

Project management

Keep full control over your projects from start to finish with structured planning, real-time tracking, and financial insights.

  • Streamline task and milestone management
  • Assign the right people to tasks based on skills and availability
  • Monitor budgets and project profitability with interactive dashboards
EP2A6435

Resource Planning

Effortlessly manage team availability, assign tasks efficiently, and maintain a clear overview of project schedules.

  • Project portfolio management
  • Resource planning
  • Time registration and ticketing
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Item Management

Get real-time visibility into product data and manage all materials in one system, keeping your business focused on project success and growth.

  • Streamline warehouse operations and reduce costs
  • Gain full visibility into inventory levels and optimize purchasing decisions
  • Link incoming items directly to projects for faster deliveries and improved workflows
EP2A6448

Timesheets

Time tracking made easy for employees and transparent for managers. Get a clear overview of work hours, automate approvals, and streamline billing.

  • Track time flexibly with a start/stop timer or manual entry 
  • Convert planned tasks into timesheets effortlessly.
  • Approve hours, track overtime, and generate detailed performance reports.
invoicing

Automated Invoicing

Automate fast and accurate invoicing that effortlessly integrates with your accounting software.

  • Automatically compile billable items across projects, contracts, and materials
  • Send personalized reminders and keep a clear overview of payments.
  • Easily create invoices in different currencies and set exchange rates.
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Ticketing

Manage support requests and development tasks efficiently with structured ticket tracking, automation, and real-time insights.

  • Enable clients to submit tickets, monitor progress, and get notifications through a customer portal.

  • Define workflows, set response rules, and automate escalations.

  •  Visualize ticket statuses, assign tasks effectively, and balance team workloads.

FAQ

Have questions? We’re here to help! Explore ionBIZ’s features and discover how it can optimize your business processes.

Contact us

Yes! We provide a variety of training options to help users get the most out of ionBIZ. Our training sessions are designed to ensure smooth onboarding, improve user confidence, and enhance efficiency.

  • Basic Training: Learn how to configure ionBIZ, set up projects, plan resources, and manage timesheets and expenses.
  • Follow-Up Training: Evaluate your current use, explore reporting and portfolio management, and get answers to any questions.
  • Advanced & Custom Training: Tailored to your specific needs, available on-site or online for maximum flexibility.

Yes, the project dashboard provides live insights into revenue, costs, and profit margins, helping you make data-driven decisions.

IonBIZ includes over 50 standard reports, covering areas such as budget vs. actuals, project profitability, timesheet analysis, open invoices, and resource utilization. Reports can be exported to Excel or integrated with BI tools for deeper insights.

Yes! You can request a free personalized demo to see how ionBIZ can optimize your business operations.