CRM solutions tailored to your team
Whether you're a sales rep, branch manager, or business owner — Fox CRM adapts to how your organization works.
One CRM. Two Modes. Built for Where Your Business Is Today.
Whether you run a single office or a network of branches across cities, Fox CRM adapts to your structure — not the other way around.
Branch-Based CRM
Ideal for: Multi-location businesses, franchise networks, distributed sales teams, and growing MSMEs scaling across cities.
- Each branch runs as its own scoped unit — separate leads, users, payments, and dashboards, all under one roof
- Branch managers handle day-to-day ops independently; SuperAdmin keeps cross-branch oversight from a single view
- Branch-specific reports, performance leaderboards, and analytics at every level of the hierarchy
- Location-wise agreement docs, role policies, and permission sets — configured once, applied consistently
- Add new branches in minutes without touching your existing workflows or data
Grow from 2 branches to 200 without rebuilding your CRM from scratch.
Without-Branch (Flat) CRM
Ideal for: Startups, early-stage teams, solo founders, and single-office businesses that want CRM power without the complexity.
- One shared workspace — everyone works together, no branch filters, no extra configuration
- Simple setup that takes hours, not weeks: add users, import leads, and start tracking from day one
- Company-wide analytics, pipeline views, and team reports available from a single dashboard
- Full access to Fox CRM's security, automation, payment tracking, and calling features — no features locked behind branch mode
- Ready to scale? Switch to branch-based management any time your team expands
Start lean. Scale smart. Fox CRM grows with you.
One Platform. Every Tool Your Sales Team Needs.
Leads
- Pull in leads from CSV uploads, paste, or raw text
- Phone validation, email checks, and smart deduplication run automatically on import
- Mark each lead Interested, Call Back, or Follow-Up and keep your pipeline clean
- Drop comments, tag teammates, and set callbacks right inside the lead card
Users & Roles
- Clear reporting line: SuperAdmin → Branch Manager → TL → Agent — no confusion about who owns what
- Granular permission toggles and admin impersonation for fast troubleshooting
- Branch-scoped visibility by default — every agent sees only their leads, clients, and tasks
Branches
- Spin up new branches with agreement documents attached and managers assigned
- Each branch gets isolated dashboards, filtered exports, and its own performance view
- Track branch-level KPIs and compare across locations without switching accounts
Payments
- Generate payment links, QR codes, and virtual bank accounts in seconds
- Monitor active billing cycles and outstanding balances from the dashboard
- Export clean payment statements and audit trails whenever compliance needs them
Analytics
- Role-aware dashboards: admins see company-wide data, employees see their own targets
- Source-to-conversion tables and response performance breakdowns at a glance
- Branch and employee leaderboards to spot top performers and coaching opportunities
Calling
- Vonage VBC integration out of the box — no third-party setup required
- Inbound, outbound, and internal calls all mapped to the right lead or client automatically
- Full call recordings, durations, and outcome logs stored against every contact
Clients
- Leads auto-promote to clients the moment a deal closes — no manual data re-entry
- KYC documents, interaction history, and service timelines all in one profile
- Track active subscriptions and payment status per client without switching tabs
Configuration
- Toggle permissions on or off at any role level with a single switch
- Set up services, billing cycles, lead sources, and response options your way
- Customise workflows, tags, and automations to match how your team actually works
For Sales Teams
Close more deals with less manual work
- Pipeline views with follow-up scheduling and FT windows
- Call logs, recordings, and outcomes on every lead
- Daily targets, activity tracking, and performance metrics
- One-click exports for reporting and reviews
For Branch Managers
Run distributed teams with full visibility
- Branch-scoped dashboards, filters, and analytics
- User management, assignments, and agreement tracking
- Source quality and employee leaderboards
- Cross-branch control for SuperAdmin when needed
For HR / Admin
Onboard teams and enforce policies at scale
- Role-based access with hierarchy management
- Team setup, lead distribution, and SLA policies
- Training playbooks and onboarding journeys
- Audit-friendly exports and compliance controls
For Business Owners
One platform for revenue, ops, and governance
- Real-time conversion, payment, and SLA KPIs
- Branch or flat mode — scale without changing workflows
- Payment links, QR, and revenue analytics
- Secure RBAC with impersonation for support
Roles & Access
Fox CRM keeps every role focused with branch-aware access, permission controls, and hierarchy-based visibility.
Role-Based Access
Strict RBAC with branch isolation. Users only see what they should.
Team Hierarchy
SuperAdmin, Branch Manager, HR, Sales Manager, TL, SBA, and BA roles stay clearly separated.
Permission Controls
Toggle permissions, reset defaults, and manage user-level access from configuration.
Find the right setup for your organization
Our team will help you choose between branch-based and flat mode — and get you live in weeks, not months.