F O X   C R M

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User - friendly experience for
your attendies

You events

Every event at your fingertip

Notifications

Every event at your fingertip

Sessions

Every event at your fingertip

Interactions

Every event at your fingertip

Projects

Manage projects and track time spent on project for each staff member. Record project expenses and invoices and bill your clients faster. Professional Chart included for each project and staff member.

Project Dashboard
Complete Task Management
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Invoices

Build professional, great looking estimates and invoices. Ability to auto convert the estimate to invoice after customer accept.


Recurring Invoices

Create recurring invoices that will be re-created automatically without you lifting a finger, based on the specified period for the recurring invoice. The period time could be days, weeks, months or years.

Professional invoices
Complete Invoice Management
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Estimates

Create estimate within a minute, sent to your customers and wait to accept, add notes for better organization for your next actions, create reminders. Ability to auto convert the estimate to invoice after customer accept.


Proposals

Create good looking proposals for leads or customers and increase sales. Receive notification when proposal is accepted/declined and auto send thank you email to your customer after accepting the proposal. Proposal overdue notice before X days available.

Estimate within a minute
Proposals for leads or customers
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Expenses

Creating recurring expenses. Set up a recurring expense and the expense will automatically be re-created after the specified period. The period time could be days, weeks, months or years

Payments

Record and recive payments in diffrent currencies Auto greneratred PDF sent to customer. Ability o add partial payments to invoices is available.
Recurring Expenses Management
Recurring Payments Management
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Leads

Leads or potential clients are really important part to any company. Every company trying everyday to get new leads. Very offen happend some potential client to call and ask for specific service that you company serve and then sometimes this is forgotten. With Fox CRM you will never forget your potential clients and you will be able to manage all of them in one place. Keep track of leads in one place and easily follow their progress. Ability to auto import leads from email, add notes, create proposals. Organize your leads in stages and change stages easily with drag and drop. Ability to auto import leads from emails and web to lead forms, import leads from .CSV file included.


Web to Lead Forms

Create unlimited web to lead forms and inject in your landing page or website. This feature allows you to import leads into Fox CRM from form. Use web to lead forms to gather potential clients information, allow them to request quotes directly from your website.

Leads Folow-up
Web to Lead Forms
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Calender

Have clear view of all your company events upcoming invoice payments, contracts expirations, estimates expiration, task finshed date, reminders. You'll never miss anything from the calender!


Task

Assing tasks to multiple staff members, add followers, attach files. Let your staff comment on tasks, upload files. Tasks can be related to mostly all important features.

Daily Calender
Tasks Management
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