PipeX CRM v2.1

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PipeX CRM – A simple application that can help you to improve customer relationship to grow your business more efficiently. You can manage your company’s associations in a friendly interface and with a low learning curve using it. Customer management is the prime objective and this application helps you in numerous ways. Developed using Laravel 8 and vue js.

PipeX CRM Features

# Informative dashboard
A graphical and chart interface to demonstrate various information at a glance.
# Customer management
Create Customers and Organizations including their type and manage them in a friendly interface.
# Deal management
Create Deals and maintain them in Interactive pipeline view. Deals can show status Won or Lost with the reason that is added.
# Send Deal Proposals
Deal Proposals can be sent without any help of third party mail service. Can create proposal templates with ease to save for later use or send a proposal.
# Activity tracking
With Calendar and basic list view all activities can be witnessed and filtered as per requirement.
# Performance tracking
Track all the performance in Reports according to Deals, Proposal And Pipeline view.
# Permission and Role based User Creation
Create roles as requirements and add employees under different roles as a user.
# And many more
Lots of other ways to stay ahead like notifications and custom fields to classify customers, organization and deals even more.