Unlimited Users

Most Lightweight & Powerful CRM

Cloud-base customer-centric business tool which help you manage your backend operation easily & professionally.

The Only Tool You’ll Ever Need

A complete CRM platform with all the tools you need to grow your business — increase leads, accelerate sales, streamline operations and customer service.

Organise, Capture & Manage Contacts

MoxCRM hosts in the cloud with unlimited users — so you can always have instant access to real-time business data: anytime, anywhere, on any device. Retrieving information within seconds.

Lead Management
Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails and web to lead forms, import leads from .CSV file included.
Customer Management
Easily manage your customers and their contacts, create multiple contacts for your customers and set proper permissions. Customers area is fully separated from the admin area. Clients have their own client portal with all financial data from your company presented in clear view.
Web to Lead Forms
Create unlimited web to lead forms and inject in your landing page or website. The visitors can then enter their names, email addresses, upload attachments and other basic information, allow them to request quotes directly from your website. The potential clients information are gathered and the lead is created directly into the CRM. This feature also allows you to import leads into CRM.
Send Surveys to Leads & Customers
Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manually created mail lists.

Streamline Your Sales Process

Accelerate sales and increase productivity by enabling your customers to view quotation and invoices online. Get payment faster with one-click invoice and accepting eSignature. With recurring invoices MoxCRM work around the clock for you.

Create Good Looking Proposal
Create good looking proposals for leads or customers and impress your potential clients or customers to increase sales. Include images, tables, items, youtube videos, with the powerful editor. Proposal comments allowed for negotiation. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.
Company Contracts

Adding contracts is very simple, you can set start date and end date and have clear view of all your company contracts in one place. You won’t need to search in your desk documents anymore. Create PDF documents in a minute and and to your customers via built-in sending contracts feature. Send customer reminders before contracts expiry. Contract overdue reminders available.

Generate Sales Quotation Easily

Create quotation within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Your customers can view and make actions on the quotation even without logging in. Quotation can also be digitally confirmed and sign using eSignature instantly. Auto convert the quotation to invoice after customer accepts. 

One-Click Invoice & Payments

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

More Effective Team Collaboration

A collaboration platform where your team communicate, assign task, projects and monitor schedule with ease. They can add commentary, add footnotes to specific task and project to update the team members.

Project Management
Manage projects and track time spent on project for each staff member with the powerful project management feature. Create milestones for projects and track time spend based on milestone. Ability to Drag and Drop tasks between milestones. Record project expenses and invoices and bill your clients faster. Professional Gantt Chart included for each project and staff member.
Detailed Calendar
Have clear view of all your company events, upcoming invoice payments, contracts expiration, estimates expiration, tasks finish date, reminders. You’ll never miss anything from the calendar.
Personal To-Do List
Every staff member can have their own personal to-do dashboard which will allow your staff member to easily organize their work and increase productivity. Easily change to-do status by drag and drop.
Chat
Best way to connect and interact with your staff colleagues and connected clients, offering communication directly as well as build trust and increase staff loyalty.

Ease of Use – Customer Care

User friendly customer portal which allow your customers to view quotation and invoice, check and communicate on project status, knowledge base to view your library of self-help documentations and videos and submit support tickets.

E-Signature
E-Signature option available for contracts, proposals and quotations. Let your customers easily sign those documents and make your life easier.
Online Payment
Receive payments from Paypal, Stripe, Mollie, Authorize.net, 2Checkout, PayU Money and Braintree, we have implemented payment gateways that are available in most of the countries.
Client Portal
User friendly customer portal which allow your customers to view quotation and invoice, check and communicate on project status, knowledge base to view your library of self-help documentations and videos and submit support tickets.
Great Support & Knowledge Base
Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Let your customer reply and create new tickets via email, without accessing the client portal.

Knowledge Base for Customers and Staff Members. Create knowledge base articles and organise them in groups to help your customers and build trust. “Did you find this article useful?” vote included in clients area.

Take Full Control of Your Business

You can run your business on the go by just accessing the platform using browser on your mobile. With a live view of your business, it’s never been easier to stay on top of your operation — freeing you up to do your best work.

Goal Tracking
Setup goals and track achievements. Use the Goals Tracking feature to keep sales goals in mind. Ability to notify staff members about failure or success.
Reporting
Generate reports and have clear view of everything. Sales Report. Expenses Report. Reports by Customer. Leads Conversions. Survey Report. Knowledge Base Report. Timesheets Report.
Custom Fields
Custom fields can store extra information for customers, leads, tickets, invoices, company, quotations or proposals, and many important features. Configure to fit your business. Ability to show in the customer portal or table.
Staff Roles & Permissions
Manage all your staff members from one place. Give staff a specific permissions what can do or can’t do. Role permissions can be overided for each staff.

The Only Deal You’ll Ever Need

Generous and affordable premium plans that grow your business.

Unlimited Users

Custom Branding

Unlimited Leads

Unlimited Customers

Unlimited Proposals

Unlimited Contracts

Unlimited Invoices

Unlimited Projects

Unlimited Custom Fields

Unlimited E-Signatures

Unlimited Payments

Unlimited Expenses

Online Payment

Client Portal

Set Roles & Permissions

All Features Available

Managing Your Business Doesn’t Have to Be Hard

Access real-time business data: anytime, anywhere, on any device

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