One system of record. One system of action.
The workflows that today live in 5–8 disconnected tools — unified on a single Postgres schema with explicit AI tools and guardrails on top.
CRM
A merchant-native Kanban pipeline with drag stage moves and full transition history, a GoHighLevel-style Opportunities module with configurable pipelines and saved views, a fast Contacts spreadsheet, and a unified Conversations inbox threading SMS, email and notes per contact.
Automations
A visual React-Flow builder with triggers (contact created, tag added, inbound SMS, stage changed, appointment booked, email opened/replied), nestable AND/OR branch conditions, goals, waits and email/SMS/tag actions. The engine is idempotent per node and resumes on a scheduled tick.
Communications & campaigns
Twilio SMS — outbound plus signature-verified inbound with TCPA STOP/START opt-out. SendGrid email — drag-and-drop campaigns, workflow sends, open tracking and reply capture. Merge fields and seven starter templates shared by campaigns and the per-contact composer.
Legal-entity vault
A jsonb-backed custom-object vault for ownership, signers, banking and fees — first-class records with a foldered editor and CSV import, built for the underwriting workflow rather than bolted on.
Documents & e-sign
Upload a PDF, drag field boxes and bind them to CRM data, then populate the template from any record. Send a token link for native e-signature with ESIGN/UETA consent, producing a stamped PDF and a Certificate of Completion with signer, IP, timestamps and SHA-256 hash.
Analytics & BI
Native Reports and GHL-style Smart Lists with a shared filter builder and saved views, plus a dbt analytics layer feeding marts for pipeline velocity, rep performance, revenue, A/R aging, funnel and portfolio health — surfaced through self-hosted Metabase.
Agents that act — with a human in the loop.
BizTracker's agents operate over the unified schema with explicit tools rather than a chatbot pasted onto a legacy CRM. They move pipeline stages, update contacts, log activity and send messages — each behind a confirmation card and recorded as an audit event.
move_pipeline_stage Advance a deal with full transition history update_contact Patch fields with an audit trail create_activity Log a call, note or task send_sms Send a TCPA-compliant message Built up the stack, layer by layer.
From edge infrastructure to enterprise compliance — most of it live today.
Compliance & Enterprise
SOC 2, PCI-DSS, NACHA, audit
Analytics & BI
Reports, Smart Lists, dbt + Metabase
Document & E-Sign
PDF templates, populate, ESIGN/UETA e-sign
Financial Data & Underwriting
Bank-statement analysis, cash-flow signals
Calendar & Scheduling
Booking + webhook sync
Email Delivery
Campaigns, workflow email, opens & replies
Payments & Billing
Commission ledger, ISO splits, payouts
Observability
Error tracking across edge + browser
Messaging
SMS in/out, TCPA opt-out, voice (soon)
Core Infrastructure
Edge runtime, Postgres + RLS, AI agents, CI/CD
See the platform on your own data.
Bring a slice of your book of business and we'll show you BizTracker running it end-to-end.