Fox CRM: Capture. Convert. Care. One CRM for your entire revenue engine.
From lead intake to payments, calling, analytics and governance — Fox CRM does it all.
Why teams choose Fox CRM
One tool for branches, teams, and admins — with clean UX, fast filters, and the exact analytics you need to grow revenue.
Faster ops
Slash manual work with bulk actions, templates, and presets.
Cleaner data
Validation, dedupe, and consistent responses keep data trustworthy.
Stronger control
RBAC with branch-level visibility keeps access tight and auditable.
Two Ways to Run Fox CRM
Use branch-based for distributed teams, or keep it flat for single-office simplicity — same power, different scope.
Branch-Based CRM
Best for multi-city teams, franchises, and distributed ops
- Each branch behaves like a scoped unit with its own users, leads, and payments
- Branch Managers/HR run day-to-day; SuperAdmin has cross-branch control
- Dashboards, filters, and exports all honor branch isolation by default
- Agreement PDFs, branch metadata, and role policies per location
Scale confidently: add branches without changing your core workflows.
Without-Branch (Flat) CRM
Ideal for single-office or early-stage teams
- All users operate in one shared workspace — no branch dimension required
- Simpler setup: no branch IDs/agreements; global views for admins
- Same RBAC, pipelines, payments, and analytics — minus branch filters
- You can switch to branch mode later as your org grows
Start simple today and expand to branches whenever you’re ready.
Core Modules
Customize per role. Expand as you grow.
Leads
- Multi-source capture: CSV, Paste, or Raw Text
- Normalization, validation & duplicate detection
- Responses: INTERESTED, CALL BACK, FT (Follow Time)
- Quick comments, mentions, and callback scheduler
Users & Roles
- Hierarchy: SuperAdmin → Branch Manager → HR/SM → TL → SBA/BA
- Impersonation (administrative) & fine-grained permissions
- Branch-scoped visibility by default (row-level filters)
Branches
- Create/manage branches with agreement PDFs
- Manager assignment & scoped dashboards
- Branch-level analytics, filtering, and exports
Payments
- Payment Links, QR & Virtual Bank Accounts
- Active payment checks & billing cycles
- Exportable statements & audit trails
Analytics
- Role-aware dashboards (Admin/Employee)
- Source & response performance tables
- Branch & employee leaderboards
Calling
- Vonage VBC integration
- Inbound / Outbound / INTRA_PBX mapping
- Call recordings, durations & outcomes
Clients
- Auto-promote from leads on conversion
- KYC & document timeline
- Service tracking & payment history
Configuration
- Permissions manager (reset, toggle)
- Services & billing cycles
- Lead Sources & Responses manager
Pipelines & Lead Scoring
Standard Stages
New
Freshly imported/created
Contacted
Initial call/SMS/email done
Qualified
Budget, Authority, Need, Timeline
FT Booked
Follow Time range captured
Won → Client
Converted and moved to Clients
Lost
Disqualified / unresponsive
Scoring Signals
- Response contains INTERESTED / CALL BACK
- Multiple inbound calls or long call duration
- Opened payment link or partial payment initiated
- Recent activity within last 24–48h (comment/call)
- Source quality (historical win-rate by source)
Weights are configurable by branch; top scores bubble to “Priority”.
Automations & SLA
Keep reps on track with intelligent nudges and policy-driven deadlines.
Smart reminders
Auto-nudges for CALL BACK/FT and stale leads
SLA timers
Set first-response & follow-up SLAs by role/branch
Auto-tagging
Classify by source, region, language
Auto-assign
Round-robin / load-based assignments
Omnichannel Inbox
Calls (VBC)
Direction (INBOUND/OUTBOUND/INTRA_PBX), duration, recordings, outcomes
SMS
Smart DND-aware SMS delivery with compliant, time-window routing.
Templates with tracking for opens, bounces and key events.
Inbox
Unified communication timeline on every lead and client.
Roles & Access
Strict RBAC with branch isolation (branch mode) or global workspace (flat mode). Controlled impersonation for admins.
Dashboards
Everything you need to monitor growth and deliver accountability.
Admin / Branch Manager
- Overall lead & payment stats
- Source/Response analysis tables
- Branch-wise performance
- Employee performance metrics
Employee
- Daily targets & trend lines
- Comments & follow-ups
- Call direction + results
- My clients & payments
Data Model
Clear entities with strict relationships for speed and auditability.
Lead
Prospect with source, response, owner, timeline
Client
Converted lead with services & payments
User
RBAC role, branch, hierarchy and impersonation
Branch
Scopes visibility & analytics; agreements
Payment
Payment link/QR/VBA, status & receipts
Call
Direction, duration, recording URL
Comment
Notes, mentions, follow-up date/time
Integrations
Connect your stack. Automate everyday operations.
Payment Gateway
Payment Links, QR, Virtual Bank Accounts
Vonage VBC
Inbound/Outbound/INTRA_PBX logs & recordings
Automatic SMS Service
DND-aware notifications for callbacks
Secure Cloud Storage
Uploads via presigned URLs, secure media
Security, Compliance & Audits
RBAC + Branch Isolation
Users only see what they should. SuperAdmin can elevate/impersonate when needed.
Data Protection
PostgreSQL with tuned indexes, restricted roles, and audit-friendly schema.
Backups & Retention
Automated DB backups and export options for critical tables.
Notifications
DND-aware SMS and email hooks for call-backs & payments.
Audit logs for key actions (create/update, role changes, payments) are retained per policy.
Mobile & Localization
Responsive UI
Core flows are touch-friendly and fast on mobile.
Localization
Regional formats for phone & currency; Hindi labels extensible.
Time Zones
FT windows & SLAs in local time; server stores UTC.
Import & Migration
3 Import modes
CSV upload, paste rows, or raw text mapping
Validation
Phone/email checks, duplicate detection, previews
Exports
One-click XLSX for leads, payments, analytics
Extensions & Customization
Custom fields
Add per-entity fields; control visibility by role
Custom workflows
Trigger actions on stage/response change
Integrations
Extend with internal systems via webhooks
Training & Change Management
Playbooks
Call scripts, follow-up templates, response guides
Onboarding
Role-based journeys for TL/SBA/BA
Change Mgmt
Pilot → roll-out → refreshers
Sales & Service KPI Library
Implementation Timeline
Week 1
Discovery, data mapping, success metrics
Week 2
Sandbox setup, import sample, role/RBAC tuning
Week 3
Pilot: 1–2 branches, feedback loop, SLAs
Week 4
Full migration, training, go-live checklist
Fox CRM vs. Typical Alternatives
Customer Results
FinServe Indore
↑ 23% conversions, ↓ 18% SLA breaches
Consolidated 4 tools into Fox CRM; rolled out SLAs & FT tracking.
EdTech MP
↑ 31% payment realization
Payment links with FT follow-ups and source quality dashboards.
Frequently Asked Questions
Can non-admin users see other branches?
No. Branch isolation is default. SuperAdmin can elevate if required.
How are leads filtered by response?
Responses like CALL BACK/INTERESTED go to Follow-Up; FT captures date range and lists under FT Leads.
Do you support Excel exports?
Yes. Leads, payments and analytics tables can export XLSX for audits and reporting.
What’s the tech stack?
Next.js + React (frontend), FastAPI + PostgreSQL (backend), Tailwind UI, Vonage/S3 integrations.
Do you support a branchless (flat) setup?
Yes. Use the Without-Branch mode for a single-office setup. You keep RBAC, payments, pipelines, and analytics without branch filters.
Can we add branches later without migrating?
Yes. You can enable branch mode anytime. Your data model already supports both approaches.
Get in touch
Want a walkthrough or a pilot for your branch? Tell us a bit and we’ll reach out.