7 September 2021 2022-06-16 12:24

A platform built around your business

We recognise that each business has evolved its own systems and processes, and with that in mind the Tizo platform is released as a bespoke product and as you grow, the system will adapt and mold with you.

With your software adapting to your processes, you will save time at every step and automate every manual entry, allowing you to concentrate on revenue generating tasks.

Custom workflows

Decide how you want your team to work and build your workflow accordingly.


Reduce manual repetitive tasks by having them done automatically, saving time and ensuring consistency across your business. 

Task manager

Create tasks so nothing is forgotten and everyone knows what to do, when to do it and when it’s complete. Tasks can be assigned to any party on a workflow, either internal or external. Attach custom forms to tasks for data collection from any party.

Secure document manager

Attach & categorise documents, control which parties can access them.

Generate and populate Word templates with data from the workflow, eliminating human error and streamlining work streams. 

With our full Office 365 integration, you can edit documents directly in MS Word online and save them back to the workflow.

Omnichannel correspondence

Communicate with your customers or any party related to your workflow using their communication method of choice. Unify messages from multiple channel such as Email, SMS & Whatsapp into a single conversation logged to your workflow.

Time keeping & Billing

Automatically keep track of the time you spend on your work. Quickly and easily create invoices using either your team's billable time logs or pre-defined highly configurable cost per workflow. Export billing data to Microsoft Excel or directly into Xero.

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Advanced CRM functionality to easily manage your contacts as well as your new leads and opportunities.  A single view of each contact means you can focus on the relationship, not the admin.

Customisable reporting

Create data tables, bar charts, pie charts and more, using our simple drag and drop interface. Filter your data & select which fields you’d like to analyse. Drill down into your data by clicking each item on a chart.  In addition export your data directly to Microsoft’s Excel or Power BI to build even more enhanced reports.


Our platform not enough for you? Utilise our full feature API to tie all your processes together by building complex custom integrations.

Access 24/7

The Tizo platform is fully cloud-based, allowing full access from anywhere. With multi-factor authentication, security is never compromised.