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
What Is Coneix?
Coneix is a cloud-based ERP (Enterprise Resource Planning) platform tailored for engineering, architecture, and other project-centric industries. It includes CRM functionality along with project management, HR tools, invoicing, and document control. The platform centralizes internal operations, supports client relationship tracking, and streamlines workflow efficiency. Coneix is designed for firms that need complete project oversight, compliance-ready billing, and collaborative tools within a unified environment.
Coneix Pricing
Disclaimer: The pricing is subject to change.
Coneix Integrations
Coneix integrates with the following third-party software, such as:
- Wolters Kluwer A3
- Sage 100
- Ticket BAI
- Tableau software
- Documentero
- Quantum
- Epigeon
Who Is Coneix For?
Coneix software serves a wide range of industries and sectors, including:
- Architecture
- Engineering
- Construction management
- Consulting firms
- Project-based services
- Urban planning
Is Coneix Right For You?
If you’re seeking a unified ERP that handles projects and client relations while ensuring regulatory compliance, then Coneix could be an ideal choice. It tackles disjointed workflows and fragmented data, offering a comprehensive solution that aligns business operations with legal requirements.
It also provides robust security and scalability, supporting growing teams with enterprise-grade data protection and performance.
Still not sure if Coneix is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
Coneix Features
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.
See How It WorksIts 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.
See How It WorksConeix 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.
See How It WorksConeix 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.
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