MoxCRM Features
A complete CRM platform with all the tools you need to grow your business — increase leads, accelerate sales, streamline operations and customer service.
Lead Management
Customer Management
Web to Lead Forms
Send Surveys to Leads & Customers
Proposals
Quotations
Contracts
Invoice
Record Payments
Record Expenses
Custom Fields
E-Signature
Online Payment
Client Portal
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.
Tasks
Detailed Calendar
Personal To-Do List
Goal Tracking
Knowledge Base
Ticket Support
Great support ticket system with autoresponse, private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses. Feature for auto importing tickets via Email Forwarder/IMAP method included. Let your customer reply and create new tickets via email, without accessing the client portal.