--- title: "Bizosto Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Bizosto Software - reviews, pricing plans, popular comparisons to other Business Management products and more." source_url: "https://www.capterra.com/p/10045962/Bizosto/" page_type: "product" language: "en" --- # Bizosto Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 4, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) Bizosto ## What is Bizosto? Bizosto is a business operating system that integrates CRM, sales tracking, project management, financial operations, HR, and client portal functionality into one platform, eliminating the need for multiple applications. It features ten modules and eleven user roles with granular access control, enabling finance teams to manage data, HR to oversee employee information, and clients to view project details securely. The platform automates workflows from lead capture to invoice payment and provides dashboards with insights into revenue, project status, team utilization, and cash flow. Its client portal lets stakeholders track progress, approve deliverables, and process payments. Financial modules link invoicing, expenses, payroll, and taxes to projects for margin visibility. AI agents deliver briefings, monitor cash flow, flag stalled sales, and answer business questions with live charts. Reports and dashboards are generated automatically, removing the need for manual data exports. ## What is Bizosto used for? [Business Management](https://www.capterra.com/business-management-software/) Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $79 Flat Rate, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Bizosto?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.bizosto.com/&name=Bizosto) ## FAQs about Bizosto Overview ### What company size and specific industries is Bizosto built for? Bizosto is designed for digital agencies, SaaS companies, e-commerce businesses, consulting firms, real estate companies, healthcare providers, legal practices, logistics organizations, and educational institutions. The description does not specify company size, so it appears suited to organizations across different sizes in these industries. Features and Usability ### What are the key features of Bizosto? Bizosto offers project management, task management, workflow management, and business process automation for operational tracking. It also includes CRM, client management, and client portal features, plus accounting, billing and invoicing, electronic payments, and reporting and statistics. Additional tools include access controls/permissions, document management, and third-party integrations. Pricing ### How much does it cost and what fees or limitations are included? Bizosto starts at $79 per month for the Starter Plan, which includes up to 10 users, 10 client portal seats, and 20GB storage. The Pro Plan is $149 per month, and the Enterprise Plan is $299 per month. A free trial is available, with no setup fees or extra charges listed. Integrations ### Which third-party tools and platforms does Bizosto integrate with? Bizosto integrates with 13 third-party tools, including Calendly, ChatGPT, Claude, Docusign, Google Workspace, Microsoft 365, Mailchimp, QuickBooks Online, Slack, Stripe, Twilio, Xero, and Zapier. These integrations cover scheduling, productivity, messaging, payments, accounting, and automation. Getting Started and Support ### What training and onboarding options does Bizosto offer? Bizosto provides in person training, live online sessions, documentation, and videos to help teams get started. In person and live online sessions support guided setup, while documentation offers written reference material and videos provide self-paced walkthroughs for learning product features and steps. Getting Started and Support ### What customer support options does Bizosto offer? Bizosto provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. No reviewer feedback on support is available in the catalog data, so support experience details such as response speed, helpfulness, or common issues cannot be assessed here. ## Features AI summary Based on 6,768 Business Management reviews Capterra reviewers point to these as the top priorities when choosing business management software: - **Workflow Management** (**57%** of reviewers rated this feature as critical) - **Client Management** (**57%**) - **Task Management** (**55%**) Bizosto supports all three features that reviewers rank highest: **Workflow Management**, **Client Management**, and **Task Management**. Together, these capabilities help businesses coordinate day-to-day processes, keep client information organized, and stay on top of work across teams, allowing teams to manage operations more efficiently and maintain better visibility into ongoing tasks and relationships. Access Controls/Permissions Define levels of authorization for access to specific files or systems Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Billing & Invoicing Create, manage, and send invoices or bills to customers Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Client Management Manage contact details and communication with clients Bizosto 39 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contact Management: Manage, organize, and store contact information - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Management: Store, manage, and track all electronic documents in a centralized location - Electronic Payments: Electronically collect payments for goods or services - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Financial Management: Plan, manage, and track the financial activities of an individual or organization - HR Management: Automates core HR functions such as talent management, employee evaluation and learning management - Mobile Access: Access software remotely via mobile devices - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Productivity Tools: Tools to facilitate the production of information and promote efficiency - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Purchase Order Management: Create, send, and track purchase orders and their statuses - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Data: Receive data and information in real time - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Support Ticket Management: Allow customers/users to submit support queries and service requests - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time Off Management: Track and manage employee time-off, vacation, and sick leave requests - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial [View pricing plan details](https://www.capterra.com/p/10045962/Bizosto/pricing/) Starter Plan $79.00 Flat Rate,Per Month It includes: - Up to 10 users - 20GB storage - CRM, Sales, and Project Management modules - 10 client portal seats - Notifications and basic reports - Email support with a 48-hour response time Pro Plan $149.00 Flat Rate,Per Month It includes: - Up to 20 users - 75GB storage - Full Finance and Production suite - Unlimited client portal seats - Approvals and full reports - AI Workforce (COO, Finance, and Sales agents) - Natural language AI reports - Website embed integration - Priority support with live chat Enterprise Plan $299.00 Flat Rate,Per Month It includes: - Unlimited users - 250GB storage - All modules, including HR - Client Stripe Connect payments - AI Workforce (all 4 agents, including AI Reports) - Website embed integration - White-label options - Dedicated same-day support ## Integrations [ Slack](https://www.capterra.com/p/135003/Slack/)[ Google Workspace](https://www.capterra.com/p/247901/Google-Workspace/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Calendly](https://www.capterra.com/p/148036/Calendly/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Xero](https://www.capterra.com/p/120109/Xero/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.