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.
Overall Rating
Based on 2 users reviews
4.5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
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
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.
Does Coneix have a mobile app?
No, Coneix does not have a mobile app.
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 offer an API?
Yes, Coneix offers an API.
What level of support does Coneix offer?
Coneix provides support via email and phone.
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 language does Coneix support?
Coneix supports the English and Catalan languages.
