Interested? Request a demo and meet with our team in a down-to-earth setting! We will discuss how ProjexCRM can help your business.
Save £50 per year when an annual package is chosen
Maximum of 2 Users
Save £100 per year when an annual package is chosen
Maximum of 5 Users
Save £150 per year when an annual package is chosen
Maximum of 10 Users
…by seamlessly capturing, assigning, and positioning your lead statuses with ProjexCRMs Kan Ban Chart feature.
Our CRM provides Lead Segmentation and Alerts that allow the assigned Customer Representative to understand where the lead came from and their current status to continue the lead nurturing process.
Allowing you to keep track of your lead condition with little fuss with automated lead statuses in your tool belt.
Allowing you to keep track of where your leads are coming from, whether it is your main website, or Google Ads landing page!
Do not miss out on potential customers or clients this year!
Use Lead Statuses and Lead Sources to identify any communication, tasks or advert performance blockades!
…and experience the simplicity and effectiveness of managing your relationships directly from our CRM.
With just a quick look, you can access:
Whether you want to enhance customer engagement or optimise your day-to-day tasks, our contact management solution puts everything you need at your fingertips, making it easier to stay connected and proactive.
…with Customer Management having a multitude of features.
These features include adding new or importing existing customers, seemingly allowing easy migration from one CRM to another!
Web to Lead enables our clients to integrate an embedded form onto your website with ease. The highly customisable form is great for getting inbound leads, with lead source, status and notification configuration.
Instead of relying on complex RestAPI calls, Zapier offers a user-friendly and visual way to connect your CRM system with external forms and automate tasks between them. Be mindful that Zapier is a third-party company and of Zapier's Service costs.
ProjexCRM supports eMail integration with a wide range of functions. These functions involve: lead fetching, eMail support, and outgoing eMail methods with SMTP, Microsoft OAuth 2.0, Gmail Auth 2.0, Sendmail and Mail support.
RestAPI is available to link external forms to different components of the CRM. RestAPI allows control of most parts of the CRM, allowing for automation and integration with other platforms. The RestAPI could help leverage other use cases you wish to implement to the CRM system to optimise your workflow.
We currently support ten payment gateways, PayPal, StripeCheckout, and BrainTree being our most popular! Invoice your client, and they can choose whether to pay through cash (can be disabled), cheque, or by card, bringing accessible online payments to you and your clientele.
…by our comprehensive built-in project management. The project management feature is great for keeping customer reps in check on the status of each task to maximise your customer support quality!
If you use external Project Management systems, you can easily use one of the integration methods shown above, which will help keep your projects synchronised to your CRM, creating a centralised system for your business!
Easily set tasks for each member of your team, including clock in-out times, logged hours, customer billing, and deadline dates!
Scrap Spreadsheets Today with Our Game Changing CRM! ~ No Paywalls!
Request a demo, and we’ll demonstrate how letting the platform handle the job allows you to automate everything, expedite anything, and anticipate what will happen next.
Automate business operations such as customer onboarding, assisted selling, and more.
In order to achieve your SLAs, assist your sales team in generating income at a rapid pace, scaling up, and expediting service procedures.