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Web-based Customer Relationship Management

Published 12/13/2010 and rated Ratingstars2 2 out of 5 stars
by AppAppeal Editor
What can you use the app for?

BizRoof offers a customer relationship management application that uses an intuitive system. Users can easily collaborate, share, organize and maintain information collected through customer interactions. Among BizRoof’s many features is the detailed tagging system. Users can tag people, organizations, events and more with a specific word. When that word is searched, everything appears rather than just one category of items. A note saving feature is also included to keep a record of customer interactions through phone calls, interviews and meetings. BizRoof can also help users share documents and manage event schedules so everyone stays on the same page. BizRoof covers pretty much everything, including cash flow analysis and sales automation. Users can see funds in two categories: money coming in and money going out. There are three status applied, which include pending, confirmed yes and confirmed no. BizRoof provides professionals with a full spectrum of services and tools to manage customer relations.

Bizroof screenshot
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What is the history and popularity of the app?

The BizRoof company was founded in June of 2008. Based out of San Francisco, California, the BizRoof team consists of less than ten employees including Business Development Director Jason Smith. The application was intended to give users a way to handle all aspects of customer relations in a way that was easy and intuitive. The better organized a business or professional is, the better equipped they will be to handle customer issues and inquiries. BizRoof makes doing this much easier with many features and an innovative design.

What are the differences to other apps?

There are many customer relations manager applications available today. Each offers its own arsenal of tools to keep interactions smooth and organized. BizRoof stands out because of the number of things it can do and how it does them. Users can manage calendars, funds, contacts and actual conversations using BizRoof. The tagging system makes it easy to find all relevant entries from every category.

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How does the web app look and feel to use?

BizRoof is very professional in appearance with a hint of fun color. Calendars feature vibrant blues, greens, and pinks that make it easy to associate specific dates with people or events. The white background prevents the bright colors from appearing too loud. Managing documents and other features is also very easy because BizRoof keeps clutter to a minimum. Even a novice computer user can easily get the hang of BizRoof.

How does the registration process work?

A new visitor can join BizRoof by clicking on the blue “Sign Up Free” link at the top, center of the homepage. The spacious registration form asks for a first and last name, username (which is also the user’s email address), password, company or group name, and time zone. The user must also check the terms of service and privacy policy agreement check box to continue. After entering the information, the user can click the white and black “Create my account” button to finish registration.

What does it cost to use the application?

New users who stop by the BizRoof site can create a free account. There are no fees associated with this membership and at this time, no premium paid account option is offered. The site does hint at adding a paid membership later on, however a note in the FAQ states that regardless of what memberships are added, there will always be a free membership option.

Who would you recommend the application to?

Small businesses that need a better way to manage customer relations could appreciate BizRoof. The application offers different tools for free. Although no indication has been provided as far as what a paid membership will cost, BizRoof is currently ideal for businesses on a tight budget.

  • Tag people, notes, and events
  • Manage outgoing and incoming funds
  • Check the status of funds
  • Update calendars with events and important dates
  • Access Bizroof for free

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