Coneix
Last Updated
Overview
Coneix combines CRM (Customer Relationship Management), project tracking, invoicing, and document control in a unified platform for firms. It supports teams with tools for workload planning, centralized communication, and compliance-ready billing. While integration setup may require technical guidance, it streamlines client management and aligns internal workflows with regulatory standards.
Coneix Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Customer Communication Tracking
Coneix Features
Project Planning and Control
Coneix offers robust project planning tools with visual Kanban and Gantt views to allocate tasks, assign resources, and track progress. It enables teams to organize projects collaboratively, ensuring workload balance and on-time delivery.
CRM Functionality
Its CRM features help consolidate client interactions, monitor business opportunities, and streamline sales pipelines. This centralized system improves coordination across departments and supports effective client lifecycle management.
Document Management
Coneix simplifies document workflows with version control, expiry alerts, and secure access settings. This central repository supports collaborative validation and delivery of key documents within a controlled environment.
Bulk Email Communication
Coneix features built-in tools for mass email distribution, allowing teams to engage leads and clients at scale. This streamlines marketing efforts by eliminating the need for third-party platforms and supporting consistent outreach.
Pros And Cons of Coneix
Pros
Improves communication and collaboration across teams
Enhances visibility into project progress and costs
Quick onboarding with intuitive user experience
Cons
Integration setup may involve technical expertise
Requires setup for e-invoice format compatibility
Coneix Reviews
Total 2 reviews
4.5
All reviews are from verified customers
Rating Distribution
5
Stars50%
4
Stars50%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
IT, 11-50 employees
“Excellent web based solution”
Pros
The best part about it is how it adapts to our specific business management needs. The modular structure works perfectly for our entire company and each department's unique requirements.
Cons
The cost could definitely come down to make it more accessible to smaller businesses.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
10
Functionality
10
IT, 11-50 employees
“Top notch project management choice”
Pros
The CRM really stands out with its efficiency. I appreciate how it keeps all my project documents organized while making team communication flow smoothly. The interface is simple and genuinely useful.
Cons
The only thing I'd change is adding some tutorials. No complaints other than that.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What other apps does Coneix integrate with?
Coneix integrates with Sage, Ticket BAI, Tableau, Wolters Kluwer A3, Documentero, Quantum, and Epigeon.
Who are the typical users of Coneix?
Coneix is used by firms in architecture, engineering, urban planning, consulting, construction management, and other project-based industries.
Does Coneix have a mobile app?
No, Coneix does not have a mobile app.
Does Coneix offer an API?
Yes, Coneix offers an API.
What language does Coneix support?
Coneix supports the English and Catalan languages.
What types of pricing plans does Coneix offer?
Coneix CRM pricing starts from €3,000 + VAT. Additional modules like project management, invoicing, and business intelligence have separate starting prices, depending on package and business size. Request a custom Coneix price quotation.
What level of support does Coneix offer?
Coneix provides support via email and phone.