Features

Software that fits how you actually run your business

You don't need to learn new software. Tell ConfigBiz how your business works, and it configures the system around you — capabilities, fields, workflows, rules and reports that earn their place.

Why it matters

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 — People, Customers, Sales, Operations, Resources, Finance and Reports — for the ten industries most SMEs operate in. 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.

LearnBiz

Tell ConfigBiz how your business works.It configures the software around it.

You know your business. You shouldn't need to know the names of the software features that run it. LearnBiz is how ConfigBiz captures your operational knowledge and turns it into a configured workspace — no blank dashboards, no configuration screens, no developer.

01

Tell us how your business works

Describe what you sell, who your customers are, how jobs get done and what makes you different — in plain language, not software terms.

02

We understand your operation

ConfigBiz analyzes what you tell us against its industry templates to find what matters to you — and what you haven't mentioned yet.

03

We propose your configuration

You review a clear proposal: which capabilities to enable, what to track, how approvals work, and which alerts help — in business language.

04

Your workspace is ready

Approve the proposal and ConfigBiz assembles your workspace. No blank dashboards, no configuration screens, no developer.

What we figure out for you

You describe the business. We handle the configuration decisions — and explain each one before it applies.

  • 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
Working exampleA typical café
“We run a small café with about 15 employees. We buy milk, coffee beans, syrups and pastries from different suppliers. Milk and pastries expire quickly. We usually check inventory manually every few days.”

ConfigBiz would recommend:

Ingredient inventoryMinimum-stock alertsExpiry monitoringNear-expiry alertsSupplier managementPurchasingReceivingWastage tracking

Each recommendation comes with a plain-language reason — why it matters for a café, and how it connects to the rest of your workspace. You review, then approve.

It keeps learning as your business changes

Started offering catering? Opened a second branch? Stopped selling pastries? Return to LearnBiz anytime — ConfigBiz re-analyzes the change and recommends updates to your existing configuration.

Business capabilities

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. Ask yourself the question under each one — if it's a real problem for your business, that capability earns its place.

Run your people

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 instead of across spreadsheets, chat and memory.

  • Employee profiles, certifications and documents
  • Attendance and leave tracking
  • Shift scheduling for front-line teams
  • Performance and review records
  • Approvals for leave and overtime — no chasing signatures

Recruitment

Does your hiring process survive a busy week?

Hiring well is the difference between a good quarter and a great one. Run a pipeline that never drops a candidate — from job post to signed offer.

  • Job requisitions and openings
  • Public job pages you can share
  • Candidate applications and tracking
  • Interview scheduling and scorecards
  • Offer management and candidate-to-employee conversion

Win and keep customers

Customers

Do you remember every customer, or just the loud ones?

Repeat customers are your cheapest revenue. Keep every relationship, every lead and every history in one place your whole team can use.

  • Leads and pipelines
  • Customer profiles and full history
  • Contacts, tags and follow-ups
  • Segment-ready fields for marketing and service

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 — and turn open invoices into cash without awkward follow-up.

  • Opportunity tracking
  • Quotations and orders
  • Invoices with payment tracking
  • Sales pipeline views at a glance
  • Unpaid and overdue visibility

Keep work moving

Operations

Does work rely on people remembering what to do next?

Keep tasks, projects, approvals and schedules moving without endless meetings, sticky notes and 'did anyone handle that?'

  • Tasks and projects with owners and due dates
  • Requests with approval chains
  • Calendar and events
  • Branches and locations — one system, many sites

Resources

Do 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 a sold-out shelf, a stalled site or an emergency purchase.

  • Products and services catalog
  • Inventory with low-stock alerts
  • Suppliers and purchase orders
  • Assets and equipment tracking

Know your numbers

Finance

Do you know where your money is going before the statement arrives?

Practical financial tracking for the businesses that can't afford a full-time accountant — and shouldn't need one to stay on top of money.

  • Expenses with approval
  • Payment and receipt records
  • Basic financial reports
  • Invoice-to-payment status

Reports

What actually happened in your business this week?

Dashboards that show what needs attention today — pending approvals, low stock, new sales — not a spreadsheet you'll never open.

  • Configurable dashboard widgets
  • KPIs that matter to your industry
  • Pending actions and alerts
  • Exports when you need the numbers elsewhere

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 LearnBiz adapts it to your actual operation.

The engine underneath

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 workspace

Extend a 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.

Get business software already configured for the way you work

Start a free trial, tell ConfigBiz how your business works, and get a workspace that matches — in minutes, not weeks.

Free 14-day trial · No credit card required