EasyBizi

Sales, jobs, expenses and payments

Run the work.
Know the numbers.

EasyBizi gives growing businesses one practical place to manage customers, sales, jobs, expenses, payments and business performance.

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Built for South African small and growing businesses.

YOUR WORKSPACE

Your business,
at a glance.

MONTHLY INCOMER 84,250
MONTHLY EXPENSESR 31,480
Customer managementQuotes & invoicesExpense managementJob managementBusiness reporting

One connected workflow

See the money coming in and going out.

Keep customer sales, supplier costs, supporting receipts and payments connected throughout the business process.

01

Know every customer

Customer profiles, contacts, addresses, KYC information, documents and communication history stay together.

02

Move work forward

Create branded quotes, capture reusable services and convert accepted work into professional invoices.

03

Track every expense

Record supplier or general expenses, attach receipts, categorise line items and follow what has been paid.

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Your business, connected

From the first quote to the final payment.

Bring customers, sales, service delivery and finances together in one workspace, so your team can follow every step of the work.

  • Manage customers and salesKeep contacts and documents together, build your product and service catalogue, and create quotations and invoices.
  • Plan and deliver jobsSchedule work, assign your team, follow checklists, and track time, materials and delivery evidence.
  • Stay on top of your financesCapture supplier expenses and receipts, record payments, and monitor balances and business performance.
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ONE WORKSPACECONNECTED

Everything works together.

The tools to manage your business from start to finish.

CustomersContacts & documents01
SalesQuotes & invoices02
JobsScheduling & delivery03
ExpensesSuppliers & receipts04
PaymentsReceipts & balances05
ReportingPerformance & ageing06

Clear business insight

Understand performance without rebuilding the numbers.

Accounts performance

See income, expenses, gross result, outstanding balances and overdue values for the period.

Customer performance

Compare quote value, invoice value, payments and balances customer by customer.

Receivables ageing

Know what is current and what has moved into each overdue ageing band.

See EasyBizi in action

Let us walk through your workflow.

Request a focused demonstration based on the way your business manages customers, sales, jobs, expenses and payments.

Request a demo