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.
Web to Lead Forms
Send Surveys to Leads & Customers
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
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.
Personal To-Do List
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.
Great Support & Knowledge Base
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.
Staff Roles & Permissions
The Only Deal You’ll Ever Need
Generous and affordable premium plans that grow your business.
Unlimited Custom Fields
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