Clienox CRM
Manage leads, sales opportunities, activities, follow-ups, and field sales performance in one connected workspace.
Verified CRM capabilities for sales and field operations teams.
Configure credentials, field mapping, defaults, and duplicate policies in the Clienox CRM admin workspace, then send enquiries from custom websites, WordPress, or third-party forms to the public ingest endpoint.
Download the sample Excel template, upload your lead file in the tenant admin CRM, and review imported, skipped, and failed records in the import summary.
Capture, organize, and progress leads in one workspace — including website lead capture and Excel lead import — with history your team can act on.
Track opportunities through configurable stages so managers and reps share the same view of progress.
Log calls, meetings, notes, and WhatsApp activity — and keep reminders visible so follow-ups do not slip.
Monitor visits, attendance, and field activity so leaders understand how work happens outside the office.
Use dashboards and reports to see pipeline health, activity, and team performance at a glance.
Trigger reminders and workflow actions from sales events so routine follow-ups stay consistent.
After the sale, Care helps teams manage products, registered assets, and applicable after-sales opportunities — as an optional platform module.
Explore Clienox CareFAQ
See how Clienox CRM and Clienox Care can support your team's sales execution and after-sales visibility.
