רשימת הפיצ'רים המלאה של Biz1

AI CRM Assistant

• Natural-language sidebar assistant for everyday CRM work.
• Add customers, tasks, reminders, expenses, folders, fields, campaigns, and automations by chat.
• Search customers and run advanced customer searches through AI.
• Ask the assistant to explain settings and update supported settings.
• Create full automations from plain-language instructions.
• Configure folders and visible dashboard columns with AI.
• Use the assistant from the web sidebar or connected WhatsApp agent flow.
• AI replies in the user's language, including English, Hebrew, and Arabic.
• File attachment support for AI-assisted actions such as expenses from files.
• Token-based AI usage control with balance, usage audit, warnings, and optional paid token packs.

AI Onboarding And Setup

• Guided AI setup assistant for new organizations.
• Business-type recommendations for clinics, retail, service businesses, and general businesses.
• Bulk creation of customer fields, folders, tags, statuses, and modules from free text.
• Preview-and-apply flow before setup changes are saved.
• Email connection guidance for Gmail, Microsoft 365, and SMTP.
• Owner and manager access controls for setup actions.
• Reopen setup assistant later from Settings.

AI Automations

• AI automation event builder for drafting trigger rules.
• AI automation canvas builder for drafting action steps.
• In-flow ai_agent automation step for AI decisions and generated outputs.
• AI context sources from customer data, customer entries, customer documents, and customer chat.
• AI-generated fields can be reused in later automation steps with placeholders such as {ai-message}.
• File-aware AI prompts for PDF, image, and audio inputs.
• AI call transcription for answered call recordings.
• Transcription automation events for incoming and outgoing calls.
• Transcription shortcodes for follow-up messages, summaries, or workflow routing.

Sales CRM And Customer Management

• Unlimited customer/contact management on the free plan.
• Lead and customer folders for pipeline organization.
• Customer cards for leads, active clients, suppliers, patients, tenants, buyers, sellers, guests, or any business-specific contact type.
• Customer list, customer count, customer add, edit, get, delete, follow-up, and list-options APIs.
• Custom customer fields with multiple field types.
• Required fields, hidden fields, and encrypted custom field support.
• Custom customer statuses with colors.
• Tags with colors for segmentation and filtering.
• Source tracking for lead attribution.
• Custom customer tabs and tab groups.
• Folder-specific dashboard columns, forms, tabs, statuses, SMTP accounts, suggested tags, and automations.
• Customer profile with chat, files, payments, tasks, recordings, documents, entries, and custom tabs.
• Custom add-customer flow for collecting the right information at intake.
• Duplicate-aware customer creation and matching through connected channels.
• Default starter folders: Leads and Customers.

Entries, Custom Tabs, And Customer History

• Entries module for structured customer activity records.
• Add, list, count, get, update, delete, and import entries through the /app API.
• Custom tab definitions for different business workflows.
• Tab groups for organizing customer profile navigation.
• Tab fields, statuses, sub-statuses, share rules, and folder filters.
• Add, update, or remove customer tab entries from automations.
• Use entries as AI context for customer-aware automation decisions.
• Store business-specific history such as meetings, service notes, inspections, treatments, property details, project updates, or internal logs.
• Show selected entry/tab data in dashboards and customer profile blocks.

Tasks, Missions, Projects, And Reminders

• Tasks and missions for team follow-up.
• Reminders connected to customers and workflows.
• Mission templates for repeated work.
• Mission steps and sub-mission statuses.
• Projects with custom fields and configurable columns.
• Project boards/columns for tracking work stages.
• Add, list, count, update, delete, and mark missions done through the /app API.
• Project column add, list, get, update, and delete routes.
• Project/Gantt-related settings where available by plan.
• AI-assisted task and reminder creation.
• Automations can create, update, complete, or remove missions.
• Assign work to team members, customer managers, appointment owners, or event-related users.
• Mission chat messages and project chat messages.
• Mission form data for quick create/edit screens.
• Working time can be attached to customers or work activity.

Boards, Workflows, And Operational Views

• Customer boards from folder, status, tag, and column configuration.
• Project boards with configurable columns.
• Mission stages and sub-mission statuses for workflow tracking.
• Gantt-related project display options where enabled by plan.
• Dynamic customer dashboard/list columns.
• Default page preferences for opening the right dashboard or workflow first.
• Customer profile blocks that combine tabs and folders.
• Workflow/flow module for repeatable business processes.
• Automation actions can move records, update statuses, start flows, and open tasks on boards.
• Board-style operational views for sales pipelines, support queues, projects, reservations, and service work.

Team Ops, Live Work Queue, And Team Productivity

• Team Ops live board for owners/admins to see who is online and what they are doing.
• Team member presence, current page/context, and today's activity counts.
• Admin-assigned work queues for team members.
• "Next task" flow for calls, chats, customers, missions, and other assigned work.
• AI-assisted Team Ops questions such as who is online, open missions/tickets, new customers, payments, calls, and automation failures.
• Work-order preview and apply flow before assigning queues.
• Merge or replace mode for AI-generated work orders.
• Team Ops telemetry from web embed and planned desktop integration.
• Desktop queue panel integration plan for Biz1 Tools.
• Socket push for queue updates, stats, and special assignments.
• Daily report and analytics services for team performance.
• Per-member activity events such as customer open, mission done, chat reply, email send, call activity, timer start/stop, and entry creation.
• Organization-scoped Team Ops data from Biz1 MySQL and Team Ops Mongo.

Automation Engine

• Trigger-based automation events.
• Visual automation canvas with action nodes.
• Around 50 automation action types across communication, CRM updates, tasks, appointments, documents, billing, campaigns, integrations, and control flow.
• Conditional if logic with AND/OR/ELSE branches.
• Run conditions based on customer fields, statuses, tags, folders, dates, sources, appointments, rooms, orders, tickets, tabs, and more.
• Delay actions by minutes, hours, or days.
• Schedule actions before or after date fields.
• Customer search/override logic for actions that should run on a related customer.
• Start another flow from inside an automation.
• Stop automation based on rules.
• Automation logs with AI token usage for AI-powered steps.

Automation Actions

• Send SMS, email, WhatsApp, notifications, audio, forms, PDFs for signature, and list messages.
• Send template emails and WhatsApp templates.
• Add or remove tags.
• Move customers between folders.
• Change customer status, internal status, custom fields, fixed fields, and WhatsApp status.
• Add, update, or remove customer tab entries.
• Add missions, open missions, mark missions done, remove missions, create projects, and open tickets.
• Open appointments, appointment groups, and room diaries.
• Add campaigns, new campaigns, lists, courses, and workflow starts.
• Run API calls with custom methods, headers, body fields, OAuth-related keys, and shortcode values.
• Create documents, invoices, receipts, orders, proposals, delivery invoices, proforma invoices, credit invoices, and other billing documents.
• Add or remove WhatsApp group participants where the provider supports it.
• Integrate with fixed insurance/accounting-related ordering flows where enabled.

Multi-Channel Customer Chat

• Unified customer conversation timeline.
• Email, quick email, WhatsApp, SMS, Facebook, Biz1 messenger, internal notes, video call, screen recording, message box, and custom channel support.
• Customer chat, mission chat, project chat, inbox, conversations, email list, and message routes in the /app API.
• Send customer messages, mission messages, and project messages.
• Forward, reply, mark read, delete, and list messages.
• Chat conversations API for building custom inboxes or mobile views.
• Sidebar chat list with search and group chat support.
• Per-channel buttons can be enabled or disabled in chat settings.
• Custom channels with webhook URL, GET/POST method, form or JSON body, custom headers, variable name, icon, active state, and default channel.
• Conversation history stored per customer.
• Notifications for new client messages, WhatsApp, email, internal messenger, and group chat.
• Create a mission directly from chat.
• Start video calls or screen recordings from the customer conversation.
• Permission-based access to customer chat and group chat creation.
• Customer chat can become both a service inbox and a sales follow-up workspace.

Website Chat Widget

• Embeddable website chat bubble for public websites, landing pages, and stores.
• Full-page chat link for direct customer access.
• Visitor intake with name, email, and phone.
• Visitor text messages, file uploads, voice messages, and mobile camera photos.
• Return-visitor recognition for about 30 days.
• Optional visitor chat history.
• Custom language, direction, color, open/closed state, and history settings.
• Supports English, Hebrew, Arabic, Thai, and Burmese.
• RTL support for Hebrew and Arabic.
• Test mode for preview without writing live CRM data.
• Live mode creates or matches customer records and routes messages into the Biz1 customer chat tab.

Email And Templates

• SMTP account management.
• Email templates.
• Quick email from customer chat using saved templates.
• Inbound email/phone-to-lead setup.
• Automatic email answer settings.
• Outbound email quota on the free plan.
• Team-member default SMTP settings.
• Default quick mail template per user.

WhatsApp

• WhatsApp templates.
• WhatsApp provider settings.
• WhatsApp in customer chat.
• WhatsApp automation actions.
• WhatsApp group participant automation where supported.
• Free plan includes a capped WhatsApp conversation allowance.
• Paid plan path for full/unlimited WhatsApp module.
• Per-user WhatsApp provider permissions/settings.

SMS, Telephony, Calls, And Recordings

• SMS sending where included by plan.
• External SIP calls.
• Call center / call tracking UI.
• Incoming and outgoing call records.
• Recording list and count routes in the /app API.
• Call recordings.
• Recording note updates.
• Screen recording list and delete routes.
• Customer profile recordings tab.
• Call center per-call transcription buttons.
• AI transcription for recordings.
• Automatic transcription queue and cron worker.
• Transcription special-value extraction.
• Call transcription events for automations.
• Recording link shortcodes for automation messages.
• Internal team chat and calls.
• Call department and extension filters for automation events.
• Free plan includes external SIP calls with recordings.
• Biz1-provided SIP/DID number available as a paid feature.

Appointments, Branches, Calendar, And Scheduling

• Appointment management.
• Branches.
• Appointment rooms.
• Appointment resources.
• Doctors/providers.
• Appointment types and groups.
• Online appointment builder settings.
• Insurance settings.
• Active team-member settings for appointment workflows.
• Appointment customer reports.
• Calendar/sidebar access.
• Calendar sidebar module.
• Meeting add, get, edit, delete, and customer-options routes in the /app API.
• Real-time room/calendar refresh events through the SDK.
• Appointment date and hour shortcodes for automations and templates.
• Appointment approval links for customer confirmations.
• Appointment-specific automation recipients such as appointment team member.
• Appointment-related conditions in automation IF logic.
• Branch-level scheduling defaults.
• Default branch per team member.
• Appointment resources and rooms for service capacity management.
• Use cases: clinics, service teams, consultants, classes, events, and customer meetings.

Rooms And Lodging

• Rooms / hotel management.
• Room add, list, count, get, update, delete, and availability routes in the /app API.
• Room settings.
• Room custom fields.
• Room type colors.
• Default room order field.
• Room diary automation.
• Room reports and reservations module.
• Room availability checks through AI assistant intent.
• Real-time room calendar refresh support in the SDK.
• Lodging PMS routes under /dashboard/rooms.
• Reservation/customer room records connected to payments and invoices.
• Room booking items can be converted into billing documents.
• Room/order custom-field tags for automation conditions and actions.
• Cross-occupancy and room integration SQL/settings are present for lodging workflows.
• Use cases: hotels, clinics with treatment rooms, rental spaces, classrooms, equipment booking, and shared resources.

Payments, Subscriptions, And Billing

• Payment collection.
• Payment gateways.
• Payment links/forms.
• Payment form add, list, count, get, update, and delete routes in the /app API.
• Payment projects.
• Masav settings.
• Subscriptions and standing order module where enabled.
• Default payment gateway per user.
• Default Pay Bridge / Tranzila-related settings.
• Invoice companies and invoice statuses.
• Unlimited invoices on the free plan.
• Create invoices and documents from automations.
• Paid pack purchase flows for AI token packs.

Documents And Digital Signing

• Document creation from CRM data.
• Order proposals, purchase orders, detail orders, invoices, credit invoices, proforma invoices, delivery invoices, receipts, tax receipts, and organization receipts.
• PDF-to-sign automation action.
• Signing module with monthly free-plan allowance.
• Customer files module.
• 2 GB file storage on the free plan.
• Document and file shortcodes for automation templates.

Products, Orders, And E-Commerce

• Product catalog.
• Product add, list, count, get, update, and delete routes in the /app API.
• Product categories.
• Product report module.
• Orders/products UI.
• Order-related automation conditions and shortcodes.
• Free plan includes up to 100 products.
• WooCommerce/API integration files are present for connected commerce flows.

Expenses And Finance Operations

• Expense tracking.
• Expense add, list, count, get, update, and delete routes in the /app API.
• Expense settings.
• AI-assisted expense creation, including file-supported flow.
• Mini dashboard/profit permission setting.
• Payment and invoice linkage.

Campaigns, Lists, Courses, And Flows

• Campaign module.
• Campaign creation through AI assistant and automations.
• Campaign automation actions.
• Lists module.
• Courses module.
• Workflow/flow start actions.
• Free plan includes up to 5 campaigns.

Support And Tickets

• Support/status controller module.
• Ticket add, list, count, get, edit, delete, search, status, and unassigned-list routes in the /app API.
• Ticket creation through automation.
• Support/ticketing included on the free plan.
• Customer-related ticket workflows.

Reports And Dashboards

• Dashboard module.
• Unlimited reporting on the free plan.
• Report and import area.
• Customer sales reporting intent.
• Order-created count reporting intent.
• Call, appointment, product, room, payment, and other operational reports where modules are enabled.
• Configurable dashboard/customer list columns.
• Mini dashboard controls per user.
• Admin dashboard.
• Customer dashboard/list views by folder, status, tags, source, and custom columns.
• Room reports, product reports, appointment reports, payment reports, call reports, work diary, and support/status reports.
• Team Ops live dashboard for team presence and work queue status.
• AI analytics across customers, invoicing, missions, tickets, automations, calls, and Team Ops telemetry.
• Dashboard blocks built from customer tabs and folders.
• Import/report routes and permissions for controlled access.

Forms, Dynamic Content, And Intake

• Dynamic forms module.
• Forms add, list, count, get, update, and delete routes in the /app API.
• Free plan includes up to 5 dynamic forms.
• Send form automation action.
• Website chat and landing page lead capture can create or match CRM customers.
• Custom add-customer flow for internal intake.
• Email/phone-to-lead setup for inbound capture.
• Form data can feed customer records, entries, automations, and follow-ups.

Team Management And Permissions

• Team member management.
• User basic profile route in the /app API.
• Active/deactivated member status.
• Admin/member manager role support.
• Share customers with team members.
• Share folders with selected team members.
• Permission matrix for sidebar modules and customer profile modules.
• Single team-member permission controls.
• Group chat creation permission.
• Two-factor authentication setting.
• IP whitelist setting.
• Show/hide prices on documents and subscriptions.
• Default folder and branch per user.
• Hourly rate for employees.
• Working timer for employees.
• Working time save, start/stop, list, count, get, and delete routes in the /app API.
• Work diary module.
• Plan and role-based module gating.

Customization And Settings

• Multi-step settings modals for major modules.
• Module toggles for enabling business areas.
• Custom labels for customer, mission, project, and document tabs.
• Custom statuses and colors.
• Fixed org fields for automations and documents.
• Dynamic header/menu links.
• Default page preferences.
• Customer blocks with tabs and folders.
• Language-aware labels and RTL support.
• Settings can be explained or updated by AI where supported.

API And Integrations

• Node /app API with bearer-token login.
• Generated route helpers in the Biz1 JavaScript SDK.
• SDK aliases for customers, missions, tickets, documents, recordings, rooms, products, projects, forms, entries, and expenses.
• Realtime Socket.IO client with bearer-token auth.
• Realtime events with device ID, last event ID, acknowledgement, and reconnect handling.
• rooms:refresh and rooms.calendar.refresh event support for live room/calendar updates.
• Date/time normalization to UTC for web, React, Vue, Flutter WebView, and Android WebView clients.
• Help endpoint with route information.
• Request IDs for support/debug logs.
• Paging cap for list routes.
• Multipart upload support.
• Route schema validation.
• Security inspection, rate checks, and loop checks.
• MySQL-backed permission snapshot on login.
• PHP fallback bridge for routes not yet migrated.
• Public API access available by plan.
• Automation API call actions for outbound integrations.

Security, Stability, And Controls

• Permission-gated access by role, team member, module, and plan.
• Owner/admin-only settings and onboarding writes.
• Session-derived org/user IDs for sensitive AI and settings operations.
• AI payload IDs are stripped before settings writes.
• Bearer-token authentication for Node app routes.
• Request IDs included in app API responses.
• Rate limiting and loop protection in app API.
• Feature gates for modules and plan limits.
• AI token balance and usage audit.
• No-op safeguards for AI/transcription features until required database migrations exist.

Free Plan Marketing Highlights

• Free CRM with unlimited customers and unlimited invoices.
• Included tasks, reminders, sources, expenses, payments, appointments, rooms/hotel management, reports, desktop app, support/ticketing, and client chat.
• 500 outbound emails per month.
• 500 WhatsApp conversations per month on the capped integration allowance.
• 5 campaigns.
• 5 automation events and 25 automation actions.
• 100 AI calls per month.
• 100 digital signatures per month.
• 100 products.
• 5 dynamic forms.
• 2 GB file storage.
• External SIP calls with recordings.
• Internal team chat and calls.

Sell More

• Lead capture and source tracking.
• Customer pipeline folders.
• AI customer creation and search.
• Email, WhatsApp, SMS, website chat, and custom channels.
• Sales tasks, reminders, and campaigns.
• Follow-up automations with delays and conditions.

Save Time

• AI assistant for routine CRM actions.
• AI onboarding for setup.
• Automation builder for repeated workflows.
• Templates for email, WhatsApp, missions, forms, and documents.
• Automatic call transcription.
• API integrations and webhooks.

Run The Business

• Appointments, branches, calendars, rooms, products, payments, invoices, expenses, files, signatures, support tickets, recordings, telephony, reports, and team permissions.
• Entries, boards, custom fields, statuses, tags, tabs, folders, dashboards, Team Ops, and modules.
• Plan controls, role controls, and per-user defaults.

One-Liner

Biz1 is an AI CRM and operations platform for managing customers, appointments, rooms, chats, calls, tasks, payments, dashboards, and team work from one place.

Landing Page Paragraph

Biz1 brings your customers, leads, entries, tasks, sales conversations, invoices, payments, documents, appointments, rooms, calls, recordings, automations, boards, dashboards, and Team Ops into one smart CRM. Your team can work from a single customer timeline, while AI helps create records, build automations, configure settings, transcribe calls, and speed up repetitive work.

Ad Copy

Stop losing leads between chats, tasks, calendars, calls, invoices, and spreadsheets. Biz1 gives you one AI-powered CRM for sales, service, appointments, rooms, payments, documents, automations, dashboards, and team work.

SEO Feature Summary

Biz1 includes CRM contact management, lead tracking, entries, customer tabs, AI assistant, workflow automation, WhatsApp CRM, email templates, SMS, website chat, multi-channel customer timeline, task management, reminders, appointments, branches, calendar, room management, boards, Team Ops, payment links, invoices, digital signatures, telephony, call recordings, AI transcription, products, campaigns, support tickets, dashboards, reports, custom fields, team permissions, and API integrations.