CRMX 4+

Convert more leads into sales with automated follow-up and sales pipelines. Bring your contacts, notes, pipeline, and sales calendar together to keep you focused on closing more sales than ever before. Say goodbye to lost leads because you forgot to follow up.

CRMX is perfect for the sales professional or team looking for an all-in-one CRM built for automated marketing and sales.

CRMX syncs to all your devices so you can communicate with prospects and close deals on the go. Quickly enter leads, execute follow-up efforts, and manage your sales calendar by connecting your Google Calendar to sync up your schedule. It’s simple to see your latest sales conversion reports from the dashboard.

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“CRMX reminds prospects of their appointment and confirms each appointment for me automatically.”
– Earl Kapule, Sales Professional

“We manage our door-to-door sales efforts with CRMX, and now we can easily see our sales appointment reports from one place” – Argenta Solar

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CAPTURE & CONTACT LEADS
• Manually enter leads fast.
• Automatically sync leads from online advertising efforts.
• Import contact lists from other CRM platforms.
• Automatically trigger SMS and email when new leads arrive.

SALES PIPELINE
• Manage your sales pipeline and keep focused on the hottest leads.
• Connect CRMX and Google Calendar to bring your schedule and notes together.
• See your most relevant information instantly on the Home dashboard.

CONVERSATIONS
• Manage conversations with your dedicated business line.
• Manage SMS/text messages from your business phone number.
• Manage email conversations.
• Make calls from CRMX app using your business phone number.
• See all conversations in one fluid communication stream.

SALES CALENDAR
• Set up unlimited calendars to allow automatic self-booking.
• Manage sales appointments from one easy location.
• Book new appointments from within the app.

ACCESS ANYWHERE
• Sync your contacts, conversations, and sales appointments automatically across any computer, phone, or tablet.
• Start following up on one device and continue on another without missing a beat.

CRMX FOR INDIVIDUAL SALES PROFESSIONALS
• Keep track of leads and stay organized.
• Send your digital business card to anyone instantly.

CRMX FOR SALES TEAMS
• Keep everyone up to date with unified sales appointment reporting.
• Setup sales appointment round robins to make the booking and closing a deal simple.
• Setup different permissions based on roles and responsibilities.
• Allow team members to only see their assigned contacts and sales appointments.

And much more!