Powerful features for every stage of your sales cycle
Customize per role. Expand as you grow. From lead intake to payment collection — everything your team needs in one platform.
Lead Management
Multi-source capture via CSV, paste, or raw text with normalization, validation, and duplicate detection.
- Responses: INTERESTED, CALL BACK, FT (Follow Time)
- Quick comments, mentions, and callback scheduler
- Dedupe and validation on import
Sales Pipeline
Track leads from New to Won with configurable stages, scoring signals, and priority routing.
- Standard stages: New → Contacted → Qualified → FT Booked → Won
- Configurable scoring by branch
- Pipeline views for teams and managers
Task & Follow-up Automation
Keep reps on track with intelligent nudges and policy-driven deadlines.
- Smart reminders for CALL BACK/FT and stale leads
- SLA timers by role and branch
- Round-robin and load-based auto-assign
Team Management
Hierarchy from SuperAdmin to SBA/BA with fine-grained permissions and branch isolation.
- SuperAdmin → Branch Manager → HR/SM → TL → SBA/BA
- Impersonation for administrative support
- Branch-scoped visibility by default
Reports & Analytics
Role-aware dashboards with source performance, branch leaderboards, and KPI tracking.
- Admin and employee dashboards
- Source & response performance tables
- Lead-to-client conversion and SLA metrics
Payments & Invoices
India-ready payment links, QR codes, and virtual bank accounts with full audit trails.
- Payment Links, QR & Virtual Bank Accounts
- Active payment checks & billing cycles
- Exportable statements & audit trails
Communication Tools
Unified inbox for calls, SMS, email, and WhatsApp on every lead and client timeline.
- Vonage VBC calling with recordings
- DND-aware SMS delivery
- Email templates with tracking
Configuration
Permissions manager, services, billing cycles, and lead source configuration.
- Permissions manager (reset, toggle)
- Services & billing cycles
- Lead Sources & Responses manager
Sales Pipeline
From New Lead to Closed Deal — Track Every Step
Visualize your complete sales journey with clear stages, scoring signals, and follow-up actions.
Leads
Capture & validate prospects
Calling
Call, record & track outcomes
Users & Roles
Assign access by role
Branches
Manage locations & teams
Analytics
Track performance & growth
Payments
Links, QR & billing cycles
Clients
KYC, services & history
Configuration
Permissions & workflows
Configurable stages
Customize your pipeline based on your actual sales process.
Smart scoring
Identify high-priority leads using response and activity signals.
Follow-up reminders
Never miss callbacks, demos, FT windows, or hot opportunities.
Unified communication timeline
Every call, SMS, email, and payment event appears on the lead and client timeline — so your team always has full context before the next conversation.
Call
Outbound · 4m 32s · Interested
SMS
Callback reminder sent
Payment
Payment link opened · ₹5,000
Proposal sent · Opened
Integrations
Fox CRM connects with the tools your sales team already depends on. No manual data transfer, no switching between apps, no missed updates.
Every integration runs in the background so your team stays focused on leads and closures.
Payment Gateway
Collect payments without leaving the CRM.
Fox CRM connects with leading payment gateways used across India. Send payment links directly to clients, generate QR codes for instant collection, and set up virtual bank accounts for seamless recurring billing.
- Send UPI payment links and QR codes to clients in seconds
- Virtual bank accounts for subscription and recurring payments
- Auto-track payment status against every lead and client record
- Export payment reports in XLSX for audits and finance reviews
Vonage VBC Calling
Every call your team makes or receives is tracked automatically.
Fox CRM integrates with Vonage VBC for inbound, outbound, and internal calling. Call logs, durations, and recordings are stored against the right lead or client without any manual entry.
- Inbound, outbound, and INTRA PBX calls all mapped to leads
- Full call recordings and duration logs stored automatically
- Call outcome tracking — answered, missed, callback scheduled
- Works for both branch-based and flat CRM setups
Automatic SMS Service
Follow up at the right time — every time.
Fox CRM's SMS integration sends automated messages to leads and clients based on their status and activity. DND compliance is built in — messages go out only to numbers that can receive them, at the right time window.
- Automated SMS for callbacks, follow-ups, and reminders
- DND-aware delivery — no blocked numbers, no compliance issues
- Triggered by lead status changes and scheduled callbacks
- Works alongside calling and email for full omnichannel follow-up
Secure Cloud Storage
Every file your team uploads stays safe and accessible.
Documents, KYC files, call recordings, and media are stored using presigned URLs and secure cloud infrastructure. Your team can upload and access files from anywhere without worrying about storage limits or data security.
- Secure document uploads for KYC and client agreements
- Presigned URLs for safe, time-limited file access
- Supports images, PDFs, and recorded media files
- Cloud-based storage accessible across all branches and devices
Automations & SLA
Define exactly how fast your team responds — and let Fox CRM hold everyone to it, automatically.
Smart reminders
Never lose a follow-up — automatic reminders fire for every waiting lead, every time
SLA timers
Define exactly how fast each team responds — and hold them to it, automatically
Auto-tagging
Every incoming lead gets tagged instantly — by source, by region, the moment it lands
Auto-assign
New leads find the right agent automatically — fairly, based on availability and workload
Omnichannel Inbox
One inbox. Every call, SMS, and email — in the order they happened, against every lead and client.
Calls (VBC)
Every call captured automatically — inbound, outbound, internal — with full recordings and outcomes logged
SMS
SMS lands at the right time, every time — DND-compliant delivery that skips blocked hours automatically
Send branded email templates with live open rates and bounce tracking baked right in
Inbox
One inbox. Every call, SMS, and email — in the order they happened, against every lead and client
Mobile & Localization
Core flows are touch-friendly and fast on mobile. Regional formats for phone and currency with IST timezones for FT windows and SLAs.
See Fox CRM features in action
Book a personalized demo and explore how our modules fit your team's workflow.