The Foundation for Building and Retaining Customer Relationships
Generate leads, track prospects, avail opportunities, close deals and retain clients with TechnixCRM - the all-in-one solution for your business growth.
Increase Sales
Bring in quality leads, nurture them, and turn them into happy, paying customers.
- Targeting new customers
- Prioritize your leads better
- Centralize sales operations
- Reduce sales cycle
- Improve sales conversions
- Improve customer retention
Maximize CLV
Maximizing customer lifetime value (CLV) is a continuous process that requires dedication and focus.
- Offer a Referral Program
- Provide Targeted, Personalized Campaigns
- Put Them First – Listen Your Customers
- Optimize Your Customer Service
- Reward Your Most Loyal Clients
- Benefit from Cross-Selling and Upselling
Streamline Processes
From managing leads to simplifying the sales pipeline, automate repetitive tasks and boost performance.
- Automate repetitive tasks
- Manage prospects within your sales funnel
- Improved data consolidation
- Monitor progress with analytics tools
- Generate productivity reports
- Facilitated marketing campaigns
Features
Everything you need to manage customer relationships effectively.
Lead Capture
Automatically gather and organize leads from various channels to ensure no opportunity is missed, and every prospect gets timely follow-up.
Import Data
Seamlessly bring in your existing customer or lead data from other tools or spreadsheets, with fast, structured imports that retain data integrity.
Data Allotment
Distribute leads and contacts fairly and strategically across your team, so everyone works smarter and customer interactions stay efficient.
Task Assignment
Assign, track, and manage tasks across your team to ensure clarity, accountability, and timely execution of business activities.
Follow-up Reminder
Automated reminders keep your team on schedule, ensuring no lead goes cold and every client receives timely communication.
Workflow and Approvals
Build structured workflows with approval checkpoints to keep your operations smooth, compliant, and decision-making aligned.
Marketing Automation
Automate marketing actions like emails and campaigns to engage your audience consistently, nurture leads, and drive conversions with less manual effort.
Sales Performance
Track individual and team sales activity with visual dashboards and performance insights to make informed decisions and improve outcomes.
Client Services
Centralize support and service processes to handle client requests efficiently, improve satisfaction, and deliver a professional customer experience.
Payment Tracking
Monitor payments, manage dues, and maintain accurate financial records to ensure transparency and smooth transaction handling.
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Get in Touch
Have questions about TechnixCRM? Our team is here to help you grow your business.