Manage Customers,
Projects, And Create Invoices In The Cloud

The Customer Relationship Management software is highly suitable for a wide range of applications including small businesses, freelancers and various other purposes.

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FEATURES AND BENEFITS

Explore the awesome CRM features that will help you get your business to the next level.

PROJECT MANAGEMENT TOOL

Manage projects, track expenses and time, invoice customers, assign multiple staff to tasks, and track logged time by a project member.

CREATE ESTIMATES

Create estimates in under a minute and send them to customers for approval. Automatically convert accepted estimates to invoices. Customers can view and take action on estimates without logging in.

ONE-CLICK INVOICE CREATION

Easily create professional invoices with attached files and item-based taxes. Send directly to clients with PDF included and set up recurring invoices to regenerate automatically

CREATE GOOD-LOOKING PROPOSALS

Impress potential clients with good-looking proposals using our powerful editor. Add images, tables, and YouTube videos. Allow proposal comments for customer discussion.

RECORD EXPENSES

Record company expenses and set up recurring expenses to generate automatically based on your specified time period. Choose to bill expenses to customers or projects.

LEADS MANAGEMENT

Track leads and progress with our easy Kanban board. Attach files, convert leads to customers, auto-import from email, create proposals, and leave notes.

MANAGE CONTRACTS

Lock in current and future sales with our contracts feature. Create PDF documents in minutes and send them to customers with a built-in sending feature. Set up customer reminders before contract expiry.

RECORD PAYMENTS

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

SEND SURVEYS

Impress customers and improve productivity with our survey feature. Send surveys to leads, customers, and staff, as well as manually created email lists.

AWESOME SUPPORT SYSTEM

Get great support with our ticket system, including auto-responses, private staff notes, ticket assignments, attachments, predefined replies, knowledge base links, priorities, and statuses.

BUILT-IN STAFF TASKS

Assign tasks to multiple employees, add task followers, task comments allowed, and task attachments.

SIMPLIFIED REPORTS

View reports on sales, income, customers, and items, and filter by custom dates. Track leads and conversions, and assess the usefulness of knowledge base articles based on client votes.

and more…

PROJECT MANAGEMENT TOOL

Manage projects, track expenses and time, invoice customers, assign multiple staff to tasks, and track logged time by a project member.

CREATE ESTIMATES

Create estimates in under a minute and send them to customers for approval. Automatically convert accepted estimates to invoices. Customers can view and take action on estimates without logging in.

ONE-CLICK INVOICE CREATION

Easily create professional invoices with attached files and item-based taxes. Send directly to clients with PDF included and set up recurring invoices to regenerate automatically

CREATE GOOD-LOOKING PROPOSALS

Impress potential clients with good-looking proposals using our powerful editor. Add images, tables, and YouTube videos. Allow proposal comments for customer discussion.

RECORD EXPENSES

Record company expenses and set up recurring expenses to generate automatically based on your specified time period. Choose to bill expenses to customers or projects.

LEADS MANAGEMENT

Track leads and progress with our easy Kanban board. Attach files, convert leads to customers, auto-import from email, create proposals, and leave notes.

MANAGE CONTRACTS

Lock in current and future sales with our contracts feature. Create PDF documents in minutes and send them to customers with a built-in sending feature. Set up customer reminders before contract expiry.

RECORD PAYMENTS

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

SEND SURVEYS

Impress customers and improve productivity with our survey feature. Send surveys to leads, customers, and staff, as well as manually created email lists.

AWESOME SUPPORT SYSTEM

Get great support with our ticket system, including auto-responses, private staff notes, ticket assignments, attachments, predefined replies, knowledge base links, priorities, and statuses.

BUILT-IN STAFF TASKS

Assign tasks to multiple employees, add task followers, task comments allowed, and task attachments.

SIMPLIFIED REPORTS

View reports on sales, income, customers, and items, and filter by custom dates. Track leads and conversions, and assess the usefulness of knowledge base articles based on client votes.

and more…

MODULES

Supercharge Your CRM with our Comprehensive Range of Cutting-Edge Modules and Extensions!

Can I Use The CRM Without Internet on Localhost Installation?

Generally, you can use CRM without internet on localhost installation but you will need to lose the benefits from some features for example;

Dropbox file chooser, Real-time notifications, Auto updates, Google ReCaptcha, Media, All Online payment gateways, and E-Signature.

The mentioned features you won’t even need when using the CRM in offline mode but it’s worth mentioning it.

Can You Provide Customization Services?

Yes, we can definitely do customization work for the CRM. Our team consists of professional PHP developers who have the expertise to modify the CRM to meet your specific business needs.

The customization work will be charged based on the number of hours it takes to complete the project. We will work closely with you to understand your requirements and provide a quote that fits within your budget.

VIEW MORE QUESTIONS

For only $39 per month, subscribe to Genix CRM and become a part of a thriving community of successful businesses.

Experience the ultimate tool for improving customer relationships and boosting your sales with unlimited users.

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