One platform to automate business services workflows and CRM
Automate service delivery and stay in control of client operations as your business grows
Request Live DemoBusiness challenges we help solve
Zoo of systems
platforms and contact bases, lost of communication history, lost of clients, human factor
Long terms of automation
implementation or development can be measured by years
No segmentation and analytics
of products, customers to make personalized offers and data based decisions
No ability to scale
or customize current solutions for fast adaptation and changes
Business Goals we help to achieve
Scale operations and workflows
Expand your portfolio
Improve key performance indicators
Elevate your business in industry rankings
Grow your service business with the Banza team
-
Marketing
-
End-to-end lead management
Control every stage of lead engagement — from initial touchpoints to sales-ready handoff — with centralized automation and real-time visibility.
-
Automated multichannel campaigns
Launch automated campaigns across email, web, and digital channels to reach your audience with relevant, timely messages.
-
Account-based marketing
Run targeted marketing programs for key accounts by delivering personalized content and messaging tailored to specific organizations and decision-makers.
-
Event management
Manage the full event lifecycle in one system by centralizing planning, coordination, budgets, timelines, and team responsibilities.
-
Marketing resource management
Centralize planning and allocation of marketing resources and workflows to improve team efficiency and campaign execution.
-
End-to-end lead management
-
Sales
-
Customer data management
Manage customer profiles, preferences, and engagement history in one place to improve sales productivity.
-
Sales opportunity management
Standardize and automate sales opportunities with configurable workflows that adapt to your business model and sales processes.
-
Partner relationship management
Centralize collaboration with partners and subcontractors through a unified portal for shared leads, opportunities, campaigns, and knowledge.
-
Contract management
Centralize contracts and related documents while automating approvals and document workflows to reduce manual effort.
-
Cross-selling and upselling
Discover additional revenue opportunities by offering complementary services and expanding existing customer engagements.
-
Customer data management
-
Order Fulfillment
-
Centralized service catalog
Maintain a centralized and up-to-date service catalog that supports accurate ordering, pricing, and invoicing workflows.
-
Quoting
Generate accurate, professional quotes using up-to-date service data automatically sourced from your service catalog.
-
Order management
Manage customer orders from multiple channels in one system with automated workflows that simplify order processing.
-
Invoicing
Create invoices quickly, monitor their status, and track payments in a single, transparent workflow.
-
Centralized service catalog
-
Project management
-
Request management
Centralize project requests in one workspace to track demand, support planning, and keep teams aligned across the organization.
-
Project planning
Plan and organize project tasks in one workspace to keep delivery on track and meet project timelines.
-
Resource allocation
Allocate people and resources across projects based on priorities, availability, skills, and delivery timelines.
-
Team collaboration
Enable teams to collaborate efficiently with built-in communication tools and easy knowledge sharing across projects.
-
Project performance tracking
Track and analyze core project metrics to optimize workload distribution, time management, and task execution.
-
Request management
-
Project accounting
-
Project expense management
Capture, review, and analyze project expenses in one place to reduce manual work and minimize cost-related errors.
-
Multi-currency accounting
Manage financial calculations across multiple currencies with automatic exchange rate conversion for clients, partners, and suppliers.
-
Revenue forecasting
Forecast project revenue across multiple dimensions to support informed planning and financial decision-making.
-
Financial reporting
Generate clear, structured reports on project costs, receivables, and revenue to support profitability analysis and informed decision-making.
-
Project expense management
-
Customer care
-
Omnichannel service and support
Provide consistent customer service across all channels with a centralized workspace, workflow automation, and real-time customer insights.
-
Customer self-service
Enable customers to resolve issues independently using self-service tools for request submission, knowledge base access, and faster problem resolution.
-
Field service management
Plan and manage field service operations, assign work orders, and coordinate field teams using centralized workforce data, scheduling, and communication tools.
-
Omnichannel service and support
-
Risk and compliance
-
Сustomer privacy management
Implement data privacy workflows that ensure compliance with global regulations and follow established industry standards.
-
Regulatory compliance control
Centralize and manage regulatory documents, compliance programs, and internal policies to ensure organization-wide compliance.
-
Legal case management
Manage legal cases and documentation in a single workspace to improve collaboration and process consistency.
-
Certification development
Manage certification processes across the organization to ensure consistent compliance with regulatory and industry standards.
-
Internal audit
Manage and coordinate internal audit activities across financial, operational, and legal areas to ensure transparency and control.
-
Сustomer privacy management
-
Corporate Services
-
Employee lifecycle management
Unify HR processes to manage employees consistently across hiring, onboarding, growth, retention, and offboarding.
-
Employee request management
Simplify employee requests by automating common workflows such as leave, travel, and expense approvals.
-
Collaboration
Bring teams together by centralizing communication, document sharing, task planning, and approval workflows in one workspace.
-
Employee lifecycle management
Ready-to-use products for your business acceleration
Discover more
Customer success and genuine care
Schedule your guided Banza demo now
Request a free demo to see how BANZA can help your business transform and scale.
Request Live DemoLoyalty
Аutomation of loyalty
programs of any complexity
Chatbot constructor
Smart chatbot designer for 24/7 service for your customers
Corporate Lending
Intelligent product for corporate and SMB lending process acceleration