BitzStack is a self-hosted, customizable operations & CRM platform — leads, teams, products, conversions, commissions, payouts, finance and reporting, in one system you fully control.
Ten functional groups covering the full lifecycle — from first lead to final ledger entry.
Import, pool, distribute and track leads through their entire lifecycle.
Employee and manager profiles, attendance, and structured reporting.
Create multiple products with dedicated tracking and referral links.
Pending-to-completed account tracking with a built-in approval workflow.
Configurable employee and manager commission logic that scales with volume.
Wallets, payout batches, company ledger and revenue reporting.
Role-based date-range views across every module for informed decisions.
Announcements, FAQ, complaints and bug-report handling in one place.
Granular role-based permissions and full operational history.
A responsive workflow tested for employees and managers on the move.
Every lead moves through the same auditable pipeline — nothing falls through the cracks.
BitzStack supports multiple role-based workspaces. Explore some of the core experiences below.
Full system control — configuration, users, products and company-wide visibility.
| Name | Role | Manager | Status | Actions |
|---|---|---|---|---|
| R. Malhotra | Manager | — | Active | View |
| S. Iyer | Employee | R. Malhotra | Active | View |
| K. Verma | Finance | — | On Leave | View |
Oversees a team's leads, conversions and commission performance.
Works assigned leads through to conversion and tracks personal earnings.
| Lead | Mobile | Status | Action |
|---|---|---|---|
| Vikram S. | 98•••••210 | Follow-up | Call |
| Neha T. | 97•••••884 | New | Call |
| Rohit K. | 90•••••331 | Converted | View |
Owns the ledger — approvals, payout batches and company-wide reconciliation.
| Name | Role | Wallet Balance | Wallet Status | Next Action |
|---|---|---|---|---|
| S. Iyer | Employee | ₹6,400 | Under Review | Send To Batch |
| P. Nair | Employee | ₹9,150 | Ready | Start Review |
| R. Malhotra | Manager | ₹22,000 | Hold | Reopen |
Interactive, built from the real BitzStack interface — click around, nothing here touches a live database.
DEMO — sample folders shown. Real Leads page also has search, filters and pinning per folder.
| Manager | Team Size | Select |
|---|---|---|
| R. Malhotra's team | 9 employees | |
| A. Bhatt's team | 6 employees | |
| Unassigned | — |
DEMO — this mirrors the real 3-step Distribute → Schedule → Return → Transfer workflow. No backend call is made here.
| Product ID | Product Name | Category | Employee Commission | Manager Commission | Company Revenue | Status |
|---|---|---|---|---|---|---|
| PRD-001 | Savings Account Plus | Banking | ₹250 | ₹80 | ₹670 | Active |
| PRD-002 | Term Insurance Lite | Insurance | ₹400 | ₹120 | ₹980 | Active |
| PRD-003 | Gold Loan Express | Loans | ₹300 | ₹100 | ₹850 | Paused |
DEMO — real fields shown as configured in BitzStack Product Management (commission + company revenue per product).
| Account ID | Customer | Product | Employee | Manager | Wallet Status | Final Status |
|---|---|---|---|---|---|---|
| ACC-1042 | Neha T. | Savings Account Plus | S. Iyer | R. Malhotra | Credited | Approved |
| ACC-1043 | Rohit K. | Term Insurance Lite | P. Nair | R. Malhotra | Pending | Under Review |
| ACC-1044 | Vikram S. | Gold Loan Express | A. Sen | A. Bhatt | Reverted | Rejected |
DEMO — shows how a conversion connects Employee, Manager, Product and Wallet in one record.
| Name | Role | Wallet Balance | Wallet Status | Next Action |
|---|---|---|---|---|
| S. Iyer | Employee | ₹6,400 | Ready | |
| P. Nair | Employee | ₹9,150 | Under Review | |
| R. Malhotra | Manager | ₹22,000 | Hold |
DEMO — click "Start Review" / "Send To Batch" to see the real Ready → Under Review → Added To Batch → Processing → Paid flow move forward. Nothing is saved.
| Batch ID | Payout Request ID | Employee | Amount | Payment Mode | Company Account | Status | Action |
|---|---|---|---|---|---|---|---|
| BATCH-0142 | REQ-3391 | S. Iyer | ₹6,400 | UPI | HDFC •• 4021 | Waiting | |
| BATCH-0142 | REQ-3392 | P. Nair | ₹9,150 | Bank Transfer | HDFC •• 4021 | Processing | |
| BATCH-0141 | REQ-3376 | R. Malhotra | ₹22,000 | NEFT | ICICI •• 7788 | Retry Required |
DEMO — mirrors the real Payout Request → Payout Batch → Process Payout → Company Wallet/Ledger chain. Statuses shown: Waiting, Processing, Successful, Pending, Failed, Retry Required.
DEMO — switch the sub-tab above to preview a different Analytics category (mirrors Overview / Employees / Managers / Leads / Finance / Attendance / Meetings / Communication in the real app).
Every business runs differently. BitzStack is built to bend around yours, not the other way around.
One-time purchase covers the BitzStack software package. Server, domain, database and other infrastructure or third-party service costs are separate.
Deploy BitzStack on infrastructure you control. No mandatory recurring BitzStack software subscription — infrastructure and third-party service costs remain separate.
Step-by-step written setup for your server or VPS.
Full self-hosting walkthrough, start to finish.
Coming SoonPrefer hands-off? We deploy it for you.
Start with the existing BitzStack platform, then customize the modules, workflows, roles, reports, interface or deployment around your requirements.
Dealer, Branch Head, Area Manager — hierarchies matched to your org.
Get a Quote →New modules built inside BitzStack — invoicing, inventory, custom approvals and more.
Get a Quote →Connect BitzStack with the payments, notifications and third-party APIs your workflow needs.
Get a Quote →Tell us how your business works and we'll map it against BitzStack — what's already covered, and what would need customization.
Discuss Your RequirementA self-hosted, customizable business operations & CRM platform covering leads, teams, commissions, payouts and finance.
Yes — you install it on your own server or VPS. BitzStack is designed to run on infrastructure you control, giving you direct control over your application and database environment.
Yes, branding settings let you configure your company name, logo, favicon and contact details.
Yes — modules, roles, workflows and the entire UI can be customized as a paid service.
Basic server knowledge helps, but we provide a written guide, video tutorial and an AI setup prompt. A paid deployment service is also available.
No — Pro is a one-time purchase. There's no recurring software fee.
Modules, workflows, roles, permissions, dashboards and the entire UI can be modified on top of the existing BitzStack codebase to match your operations.
Describe your BitzStack requirement and we'll review the scope and follow up by email with next steps.