Most business software makes you change. ConfigBiz changes to fit you.
Off-the-shelf suites expect you to work their way. Build-it-yourself platforms expect you to think like a developer. Neither helps a business owner whose real job is running the business.
ConfigBiz starts with practical modules such as People, Contacts and CRM, Products and Services, Sales, Finance, Operations and Reports, built for the industries most SMEs operate in. Counter sales are covered by POS checkout with barcode search, tax and discount rules, receipts, and stock deduction at the time of sale. Add-on capabilities like Inventory, Suppliers, Projects, Scheduling and Assets are available when you need them. Then it configures those modules around the way you actually work: your terminology, your fields, your approval steps and your alerts.
No empty dashboards
Start with a system pre-built for your industry, then tune it to the details that make you different.
No guessing what to configure
Describe your business once and ConfigBiz proposes the right capabilities, fields and workflows.
No developer on retainer
Change anything by describing it in plain language — new fields, new rules, new approval chains.
No lock-in to rigid modules
Your configuration evolves as your business grows: new branches, new products, new services.
Tell ConfigBiz AI how your business works.It recommends the right setup and guides you through it.
You know your business. You shouldn't need to be a developer to configure software. ConfigBiz AI is your non-technical business advisor that turns your operational knowledge into practical recommendations and step-by-step guidance — you configure your company workspace yourself with full control.
Tell ConfigBiz AI how you operate
Describe what you sell, who your customers are, how work flows, and what you need to track — in plain everyday language, not software jargon.
ConfigBiz AI understands your business
ConfigBiz AI analyzes your operations against proven industry practices to identify the capabilities, custom fields, and workflows that genuinely fit.
Receive tailored recommendations
Get clear advice explaining WHAT to configure, WHY it matters for your business, and practical step-by-step instructions on HOW to set it up.
You configure with full control
Follow simple, guided steps in ConfigBiz to set up your company workspace yourself. No technical skills, no coding, and no unexpected changes.
What ConfigBiz AI recommends for you
You describe the business in your own words. ConfigBiz AI recommends the right ConfigBiz capabilities and Custom Fields, explaining why they matter and how to set them up.
- The capabilities your business actually needs — not a bloated menu of modules you'll never open
- The fields and forms that capture your real data
- Workflows with the right approval steps — and who signs off
- Business rules and alerts that catch problems before they cost you
- Terminology that speaks your industry's language
- Dashboards and reports that show what matters, not noise
- Which add-ons are worth considering as you grow
ConfigBiz AI would recommend:
Each recommendation comes with a clear, plain-language reason — why it matters for a café, and simple step-by-step navigation instructions so you can easily set it up yourself.
Everything your business runs on — and nothing it doesn't
Practical modules a small or mid-sized business needs every day, configured to stay relevant rather than overwhelming.
People
Do you always know who's working, when, and where?
Your team is your biggest asset and your biggest paperwork burden. Keep every employee, schedule and approval in one place.
- Employee profiles, certifications and documents
- Attendance and leave tracking
- Shift scheduling for front-line teams
- Performance and review records
- Approvals for leave and overtime
Contacts & CRM
Do you remember every customer and supplier relationship?
Keep every relationship, every lead, every supplier and every history in one place your whole team can use.
- Leads and pipelines with stage tracking
- Customer profiles with full history
- Supplier and vendor management
- Contacts, tags and follow-ups
Products & Services
Do you know what you're selling and at what margin?
Keep products, services, pricing and packaging organized so your team always sells from accurate data.
- Product and service catalog
- Categories and SKU tracking
- Pricing and cost management
- Active and inactive item control
POS
Add-onDo you sell in-person and need fast counter checkout with inventory sync?
Fast checkout operational workspace for retail counters, service desks, and cafes. Orchestrates products, orders, payments, and stock in real time without creating parallel records.
- Fast product search, barcode scanning, and category grid
- Server-authoritative cart calculation with tax and discount rules
- Atomic checkout creating unified invoice, payment, and inventory deduction
- Custom receipt generation and print output
- Real-time integration with back-office Sales, Finance, and Stock records
Inventory
Add-onDo you find out stock ran out only when a customer asks?
Know what you have, what's running low and what to order — before it becomes an emergency purchase.
- Stock levels and movement tracking
- Per-branch on-hand from the movement ledger
- Low-stock reorder alerts
- Expiry and perishable monitoring
Suppliers & Purchasing
Add-onDo you know what's on order and when it arrives?
Track suppliers, purchase orders and receiving so nothing gets lost between order and delivery.
- Supplier profiles and history
- Purchase orders with status tracking
- Receiving and inventory integration
- Order approvals and workflows
Sales
Do you always know which deals are live and who owes you money?
From first quote to paid invoice, see exactly where each sale stands.
- Opportunity and pipeline tracking
- Quotations and order management
- Invoicing with payment tracking
- Overdue and unpaid visibility
- Sales performance views
Finance
Do you know where your money is going?
Practical financial tracking — no accounting degree required. Operational, not a ledger: captures, approves and exports for your accountant (Xero / QuickBooks / Excel).
- Expense tracking with approval
- Payment and receipt records
- Invoice-to-payment reconciliation
- One-click CSV export for your accountant — not a replacement
Projects & Tasks
Add-onDoes your team know what to work on next?
Keep projects, tasks and deadlines organized so nothing falls through the cracks.
- Project planning with milestones
- Task assignment and prioritization
- Due date tracking and reminders
- Team collaboration
Appointments & Scheduling
Add-onStill booking appointments over phone and paper?
Centralized calendar for bookings, staff schedules and automated reminders.
- Appointment booking and calendar
- Staff schedule management
- Availability tracking
- Automated reminders
Assets & Equipment
Add-onDo you know where your equipment is and when maintenance is due?
Track equipment, tools and vehicles — who's using them and when service is due.
- Asset registry and assignment
- Location and custody tracking
- Maintenance scheduling and history
- Service interval reminders
Operations
Does work rely on people remembering what to do next?
Keep requests, approvals and workflows moving without endless meetings.
- Requests with configurable approval chains
- Calendar and daily events
- Branches and locations — per-branch sales, spend and stock in one workspace
- Custom forms for any business process
Reports & Analytics
What actually happened in your business this week?
Dashboards that show what needs attention today — not a spreadsheet you'll never open.
- Configurable dashboard widgets
- KPIs that matter to your industry
- Pending actions and alerts feed
- Exports when you need the numbers elsewhere
Dashboard
Can you see the health of your whole business in one glance?
Your morning snapshot — KPIs, alerts and pending actions across every module, on by default in every workspace.
- Business snapshot with KPIs and alerts
- Pending actions feed across modules
- Low-stock, overdue and approval warnings
- Works on mobile and desktop
Business Page
Do customers have a clear place to learn about your business online?
Create a public Business Page with your brand, offer overview, and request flows — all connected to your internal records and sales process.
- Public company profile and service overview
- Lead and inquiry collection from the front page
- Direct links to contact and booking forms
- Connected to your CRM, sales, and operations workflows
Leads & Pipelines
Do new inquiries fall through the cracks?
Capture every inquiry and move it through stages until it becomes a customer — included alongside CRM.
- Lead capture from public forms
- Stage pipelines with drag-through flow
- Follow-up reminders and ownership
- Conversion into customers and orders
Recruitment
Add-onIs hiring tracked in inboxes and spreadsheets?
Run openings, candidates, interviews and offers in one pipeline — with AI resume analysis on top.
- Job openings and applicant tracking
- Candidate scoring against requirements
- Interview scheduling and feedback
- Offer management
Public Forms
Add-onDo customers have to call or visit to place an order?
Brandable online forms for orders, bookings and lead intake that feed straight into your workspace.
- Order, booking and lead intake forms
- Submissions create workspace records
- Embeddable and shareable links
- Works with approval workflows
Advanced Reporting
Need answers the standard dashboard doesn't give?
Build custom reports, consolidate across branches and get numbers delivered on schedule.
- Custom report builder
- Multi-branch consolidated analytics
- Forecasting and trend views
- Scheduled email reports
Advanced Workflows
Do approvals stall because nobody knows the next step?
Multi-tier approvals and cross-module triggers with a full audit trail.
- Multi-tier approval chains
- Cross-capability triggers
- Conditional routing rules
- Complete audit trail
Advanced Automation
Is your team doing robot work manually?
Scheduled and event-driven automation that moves data and nudges people without manual effort.
- Scheduled recurring automations
- Event-driven cross-module actions
- Automatic notifications and escalations
- Set-and-forget routine work
BizAhead
See what may need attention before it becomes a problem.
No two businesses need the same reminders. BizAhead looks at your business type, your active capabilities and your recent activity, then surfaces only what is relevant — revenue shifts, quiet customers, overdue work, low stock, upcoming payments.
Inventory appears only for businesses that carry stock; operations only where there is work scheduled.
Revenue
Identify changes in revenue activity that may deserve attention.
Inventory
Know what may need replenishment based on recent stock movement.
Customers
Notice customers whose recorded activity changed from their usual pattern.
Cash
Keep an eye on near-term pressure by comparing expected collections with typical spending.
MULTI-BRANCH MANAGEMENT
One business. Multiple locations. One connected system.
ConfigBiz gives growing businesses one workspace for managing multiple locations while keeping branch operations organized and connected.
SAMBERLET Travel Cafe — workspace
Shared catalog · customers · employees · suppliers
Manila Cafe
Manila · Main
Paris Cafe
Paris · Branch
Los Angeles Cafe
Los Angeles · Branch
BRANCH-LEVEL OPERATIONS — EACH RECORD STAYS WITH ITS BRANCH
Illustrative preview — branch names and figures are examples.
Shared across the business
One catalog, one customer list, one team directory. Add a product or hire someone once — every branch sees it.
Tracked per branch
Sales, stock, cash and team access stay with their location, so each branch manager sees exactly their own numbers.
Global Branch Switching
Move between authorized branches without leaving the workspace.
All My Branches
See consolidated information across the branches you are authorized to access.
Branch-Aware Operations
Keep sales, invoices, payments, expenses and inventory associated with the appropriate location.
Branch-Level Access
Control which locations each team member can access.
Shared Business Data
Keep products, customers, employees and suppliers connected across the business.
Branch-Ready POS
Run POS operations within the appropriate branch while remaining part of the same business workspace.
Easy Expansion
Add branches as the business grows without creating separate workspaces.
Your branches operate independently. Your business stays connected.
Business Page
Keep your public profile and intake forms aligned.
Your Business Page is the front door for new inquiries. It lets you present your company clearly, explain what you sell, and collect online requests from the same system that handles customer records and sales follow-up.
Public profile + request capture
Show your services, contact details, and FAQs while gathering leads, quotations, and orders through embedded forms.
Works with existing workflows
Every submission flows into your configured lead, sales, and approval process without duplicate admin work.
Available across plans
The Business Page is available even on the Free plan, with Public Forms positioned as a closely related feature beneath it.
Counter Sales
POS Checkout That Matches How Counter Sales Work
For retail counters, cafes and service desks, the sale happens face to face. ConfigBiz POS keeps that moment simple: find the product by name, category or barcode, confirm the price with tax and discounts applied, take payment, and print or share the receipt. Stock is deducted at the same time as the invoice and payment are recorded, so the back office always reflects what just left the shelf.
Owners often ask whether POS replaces their accounting. It does not. The checkout creates clean sales, payment and stock records that export to CSV for Xero, QuickBooks or Excel. Your accountant still closes the books. ConfigBiz makes sure the daily records they receive are complete, saving you countless hours of reconciliation and giving you immediate clarity on cash flow and stock value.
What To Check Before You Choose Any POS
- Barcode and category search that works during a rush, not only in a demo.
- Tax and discount rules applied the same way by every cashier.
- Receipt output you can print or share, with the sale number for returns.
- Stock, invoice and payment recorded together, so counts stay correct.
Start from a template built for your industry
Restaurant, retail, construction, healthcare, education, hospitality, BPO, logistics, professional services — or a general starting point. Each template pre-assembles the terminology, fields, roles, workflows and dashboards that industry expects, and ConfigBiz AI adapts it to your actual operation.
What makes that configuration possible
The capabilities matter less than the engine that adapts them to your business. Here's how it works under the hood.
A configuration assistant, not a chatbot
Describe a process and review a proposed configuration before it's applied. The AI drafts the changes — you stay in control, and nothing changes without your approval.
Configuration, not coding
Every industry template, capability, field, form, workflow and business rule is data your company controls — changeable by description, not by developers.
Business rules in plain language
"When this happens… do that." Build approvals and automations without triggers, SQL or jargon. If you can explain the rule, ConfigBiz can run it.
Add-ons per company workspace
Extend a company workspace only when you need to — advanced inventory, recruitment, AI credit packs and more. Purchase what one business uses, without paying for the next.
AI credits when you need them
AI analysis is fair and metered by your plan. Running low doesn't kill your momentum — top up credits from inside the flow and keep going without losing your work.
Secure and isolated
Row-level security scopes every record to your company. Roles and permissions are enforced server-side, credentials are encrypted, and changes are auditable.
Mobile-first and offline-aware
Installable as a PWA with bottom navigation for your phone, and a full desktop experience. Work happens on the floor and on the road — ConfigBiz goes there.
Full audit trail
Every change records who did what and when — approvals, edits, stock moves. Nothing happens silently, and mistakes are easy to trace and reverse.
Connected tools and timely alerts
Link payments, calendars, messaging and storage tools your team already uses, and get notified the moment approvals, stock or payments need attention.