BIZA App is cloud AI ERP software for growing businesses. It brings finance, inventory, procurement, sales, HR, projects, approvals, reporting, and AI-assisted document capture into one system, built for English and Arabic teams, with multi-currency books and tax compliance live in Saudi Arabia, the UAE, and India.

Is BIZA accounting software or a full ERP?

BIZA is a full ERP. It includes a double-entry accounting core, but also covers inventory, procurement, sales, CRM, projects, HR, approvals, and reporting — so sales, purchasing, stock, and the general ledger stay connected in one platform instead of separate tools.

Does BIZA support Arabic?

Yes. BIZA has a fully bilingual English and Arabic interface with right-to-left (RTL) support, and supports multilingual customer and product names where relevant.

Which tax systems does BIZA support?

BIZA supports ZATCA Phase 2 e-invoicing with live clearance in Saudi Arabia, UAE VAT, and India GST — plus configurable taxes and multi-currency for other markets. Contact our team about your specific compliance setup.

Can I import data from Excel?

Yes. You can import core data such as customers, suppliers, products, and chart of accounts from spreadsheets during a guided setup, with help from the BIZA team for paid migrations.

Does AI create records automatically?

AI extracts data from PDFs, photos, and email attachments and prepares draft records — supplier invoices, expenses, quotations, and more. A person reviews and approves drafts before they post to your financial records.

Can I use BIZA with Biza Email?

Yes. BIZA App and Biza Email are part of the same platform, so teams already using Biza Email can connect their operational workflows in BIZA App.

How long does implementation take?

You can start quickly with a guided trial using your core data. Full rollout — migrating customers, suppliers, products, chart of accounts, opening balances, and approval rules — is done with support from the BIZA team and depends on the size of your business.

Is there a free trial?

Yes. You can start a free trial to explore BIZA App with a sample workspace before migrating your own data.

How do I contact sales?

You can reach the BIZA team by phone, WhatsApp, or email, or book a demo from the homepage. Our team is based in Al-Khobar, Saudi Arabia, and supports customers across the launch markets.

Sales & Invoicing#CRM#WhatsApp#Customer Communications#Sales#Invoicing

WhatsApp Business Integration & Customer CRM

Unify customer communication with ERP records: send tax invoices and payment reminders via WhatsApp, manage customer leads, and convert chats into sales quotes.

2 min read·Updated 2026-09-20

WhatsApp Business Integration & Customer CRM

In the Gulf region and international emerging markets, WhatsApp is the dominant communication channel for B2B and retail transactions. BIZA integrates WhatsApp Business directly into your ERP workflow, turning informal chat conversations into auditable customer relationships, quotations, and instant payment links.

1. Unified Customer 360° Profile

Every customer record in BIZA connects contact information, operational history, and financial standing:

Commercial Identifiers: Legal business name, commercial registration (CR), VAT registration number, and billing/shipping addresses.
Credit Terms & Limits: Maximum allowable credit exposure, payment terms (e.g. Net 30, Net 60), and customer price list assignments.
Unified Timeline: A chronological activity feed displaying all issued quotations, approved sales orders, delivery notes, cleared tax invoices, and received payments.

2. WhatsApp Document Delivery & Direct Links

Eliminate email delivery failures and spam filters by communicating with customers where they are already active:

One-Click Invoice Delivery: Send issued ZATCA/FTA tax invoices directly to the customer's verified WhatsApp number as a high-resolution PDF with embedded QR code.
Digital Payment Links: Include direct payment checkout links so customers can settle invoices via mada, Visa, Mastercard, or Apple Pay instantly.
Automated Delivery Status: Track message delivery and read receipts directly within the ERP invoice view.

3. Automated Payment Reminders & Dunning

Cash flow management depends on timely collections. BIZA automates accounts receivable follow-ups:

Pre-Due Alerts: Send friendly courtesy notifications 3 days before an invoice reaches its contractual due date.
Overdue Dunning: Configurable automated escalation workflows (e.g., 7 days overdue, 15 days overdue, 30 days overdue) with attached updated Statements of Account (SOA).
Payment Acknowledgment: When a customer payment is posted in the ledger, BIZA automatically transmits an official digital payment receipt voucher via WhatsApp.

4. Chat-to-Quote Workflow

Sales representatives interacting with prospects can generate commercial documents without context switching:

Quick Item Lookup: Search inventory on-hand availability, warehouse locations, and pricing while chatting with the client.
Draft Quotation Creation: Build a multi-item proposal, apply authorized discounts, and dispatch a bilingual PDF quote directly into the WhatsApp conversation thread.
Acceptance & Conversion: When the customer confirms via chat, convert the quote to an active Sales Order with one click.

Previous GuideSales Lifecycle: Quotations, Sales Orders, Delivery Notes & Invoices Next Guide Point of Sale (POS) & Retail Storefront Checkout