CRMX - CRM With X Factor!

Sales Management

Manage the company's interaction with current and potential customers via sales management solution. Make the sales process simpler.

Project Management

Collaboration tool to plan, organize, and manage your team's work on the project, from start to finish. Monitor progress in real-time to keep projects on track.

Accounts Management

Drive sales success by linking financials. Compare projections with targets, view opportunities at each stage of the pipeline. Issue invoices and link payments.

Eneterprise Level

Design your own CRM by mix and match different features and plugins to enhance your business process.

Explore great CRMX features and plugins that will help you get your business to the next level.

Features

Leads Management

With the simple KanBan you can keep track of leads and easily follow their progress. Attach files, convert the lead to customer, auto import leads from email, create proposals, leave notes.

Project Management Tool

Manage and invoice projects with a powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by an assigned project member.

Create Good Looking Proposals

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube videos with the powerful editor. Proposals comments allowed for further discussion with the customer.

One Click Invoice Creation

Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.

Record Payments

Record and receive payments in different currencies. Customers can pay you via Paypal and Stripe. Auto-generated PDF after each recorded payment.

Goals

Goals Tracking Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.

More Features...

Plugins

1 Global Calling

Virtual Number Calling Allow your business to establish a LOCAL PRESENCE without actually having one, adding a personalised touch to the experience, and making it easier for clients to dial.

360° view of your customers

Credit check new and existing customers. Powerfully accurate credit reports, built with Real-Time data using the latest credit scoring model.

Chat

All-in-one Support module enables your customers or staff members, to directly contact you through all the available options (Whatsapp, Viber, Facebook Messenger & Support email) straight from their accounts.

Mailbox

Mail module integrates a Mailbox client at your CRM’s dashboard.
By enabling, you will be able to allow your staff members to send/receive/draft/organize e-mails of their IMAP accounts, inside the dashboard.

Knowledge Base

Knowledge Base for Customers and Staff Members

Add knowledge base articles from the text editor. “Did you find this article useful?” vote included in the client’s area.

Create Good Looking Proposals

Create good looking proposals and impress your potential clients or customers. Include images, tables, youtube videos with the powerful editor. Proposals comments allowed for further discussion with the customer.

More Plugins...