See your whole business
in one place.
BizNav is business intelligence with your CRM, projects, marketing and accounting built in. Every chart is live, and every number opens the record behind it.
One app instead of six
Your apps share the same people, companies and numbers, so nothing needs syncing and every report is already up to date.
Dashboards
Drag charts onto pages, drill into any number, filter by clicking, and share. Dozens of chart types, from KPI cards to sankeys.
CRM
People, organizations, leads and deals in a fast, spreadsheet-like list, with pipelines, activities, web forms and a calendar feed.
Projects
Lists, boards, timelines and calendars, with templates, rules, forms, portfolios, goals and time tracking.
Marketing
Campaigns, workflows and conversations through HighLevel, with every lead and deal charted next to your sales.
Accounting
Invoices, bills, banking, reconciliation, reports and the month-end close, for one company or a group in several currencies.
AI built in
Ask for a chart or a dashboard, ask questions about your books, and get drafts and checks. Admins choose who uses it and set spending limits.
Dashboards for every app, ready on day one
CRM, Projects, Marketing and Accounting each come with their own dashboard. Change any chart, or build your own from any of your data.
- Click a bar to filter the page; open the records behind any number
- Combine CRM, project and accounting data in one chart
- Bring in spreadsheets, databases, HubSpot, Pipedrive, Salesforce and QuickBooks
Books that know where your cash is going
Accounting with a 13-week cash forecast built from your open invoices, bills and recurring entries, plus what-if scenarios you can save and compare.
- Invoices, bills, payments, bank feeds and reconciliation
- Several companies and currencies, with consolidated statements
- Unusual transactions flagged before you save them
Projects that move with your deals
Win a deal and the project starts from your template. Boards, timelines and rules keep the work moving, and every hour logged shows up in the numbers.
- Lists, boards, timelines, calendars and workload
- Rules: when a task moves, assign it, set a date or notify someone
- Forms that turn requests into tasks
Built for agencies too
Run a workspace for each client, each with its own data, people and dashboards, and open them all from one login.
Everyone sees only their part
Access is enforced inside the database for every record and every chart, so a report never shows someone more than they may see.
Open by design
A REST API and webhooks for your other tools, with personal API tokens and signed deliveries.
Start free while we’re in early access
Create your company, invite your team, and bring your data over in minutes.