CRM

With this feature, you can represent real-world relationships—for example, linking an Opportunity (deal) to Companies, Properties, or other Custom Objects—and also connecting Companies directly to Custom Objects. This creates a unified, contextual vi

Association limits let you control how many records can be linked together between objects. These rules ensure data remains organized, prevent over-association, and are now visually enforced in the UI.

Manage follow-ups where the work really happens. Multi-Object Task Associations let you link a single task to Contacts, Opportunities, Companies, and Custom Objects—up to ten records of each type—so your team never loses context again.

Keep your CRM notes cleaner, more focused, and easier to manage! With Notes Association and Delinking, you can now choose whether a note is linked to a contact, an opportunity, or both—giving you complete control over how your CRM data is organized.

Bizura Notes help teams capture important details, track updates, and keep everyone aligned when working with contacts, opportunities, and company records. This article explains how Notes work in each module, hiBizuraights their benefits, and provide

Your CRM just got more flexible! Admins can rename standard objects like Contacts, Opportunities, and Companies to reflect their organization’s terminology. This article shows you how to rename standard objects in Bizura.

Yes, you can easily customize, edit, or delete any sample data at any time.

CRM List View lets you review records in a clean, tabular layout with quick controls to filter, sort, and customize visible columns. This makes it easier to scan large record sets, spot patterns, and take action without jumping between individual rec

This feature allows admins to configure which fields are searchable for their location. Once updated, this change reflects for all users and impacts every place where the object can be searched, enhancing the flexibility and customization of searches

HubSpot Importer helps you move important HubSpot CRM data into Bizura faster. This article walks you through importing your HubSpot data (contacts, deals, custom fields, and pipelines) and reviewing the import results so you can spot and fix any err

Bulk Import for Companies lets you add or update Company records in Bizura using a CSV file and a guided import wizard. This article explains how the import flow works, how to map fields safely, and where to review results in Bulk Actions.