Overview
piaX CRM streamlines mobile CRM and service management for field teams, integrating with proALPHA and Outlook for efficient workflows. It enhances data access and productivity. However, setup requires an initial configuration. Nonetheless, its robust features make it ideal for manufacturing and field service operations.
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Starting Price
Custom
piaX CRM Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is piaX CRM?
piaX, developed by mobileBlox, is a cloud-based and on-premises mobile CRM and service management solution tailored for field sales and service teams in industries like manufacturing and trading. Available as a mobile app and desktop extension, it integrates seamlessly with proALPHA ERP and Microsoft Outlook.
The software offers features such as mobile CRM, route planning, travel expense management, and service management. piaX streamlines workflows, enhances data accessibility, and boosts efficiency by enabling real-time and offline access to critical business data, improving customer interactions and operational productivity.
piaX CRM Pricing
piaX CRM Integrations
PiaX integrates with Microsoft Outlook and proALPHA ERP.
Who Is piaX CRM For?
piaX CRM software serves a wide range of industries and sectors, including:
- Manufacturing
- Distribution
- Field service
- Construction
- Automotive
- Consulting
Is piaX CRM Right For You?
piaX CRM eliminates data silos and double entry by synchronizing contacts, activities, and documents across your ERP and Outlook. This leads to fewer errors, faster reporting, and always up-to-date information for your entire team, helping you keep projects on track and simplify complex processes.
PiaX provides enterprise-grade security measures, granular access control, and robust multi-tenant capabilities designed to scale your business needs.
Still not sure if piaX is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
piaX CRM Features
The software’s route planning streamlines field activities with intelligent mapping and proximity search. It helps users schedule and optimize travel routes for sales or service visits, reducing travel time, and maximizing efficiency. Integration with customer and project data ensures every route is informed by current priorities and real-time information.
piaX CRM features ‘Object Management’ that provides a structured approach to managing assets, equipment, or complex project objects. It links machines, facilities, or construction objects to customer records, service documentation, and maintenance workflows—creating a digital backbone for lifecycle tracking and compliance.
PiaX CRM centralizes contact details, sales opportunities, and interactions. Built natively into Microsoft Outlook, it allows users to manage emails, documents, meetings, and sales activities within a familiar interface. Advanced lead management and opportunity tracking empower teams to optimize engagement and drive sales conversions.
Service Resource Planning supports smart allocation and scheduling of field resources. By aligning staff skills, location, and availability with real-time service needs, it maximizes resource utilization and meets SLAs with fewer manual interventions.
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