Overview
ProjexCRM delivers a unified CRM and project management platform that streamlines operations and boosts ROI. While its interface can be complicated for new users, it offers intuitive lead and client management, integrated invoicing, and insightful analytics. An affordable, scalable solution for businesses ready to grow.
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Starting Price
Custom
ProjexCRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is ProjexCRM?
ProjexCRM is a cloud-based customer relationship management (CRM) tool. It provides a centralized platform to manage customer data, track interactions, and streamline support. Designed for diverse sectors, it solves key pain points by simplifying lead tracking and conversion to optimize return-on-investment (ROI). Overall, the platform offers a secure, all-in-one solution for companies aiming to enhance customer engagement and drive sustainable growth.
ProjexCRM Pricing
The software offers a tiered pricing structure to support users’ preferences and needs. The plans are as follows:
- Solo: from £99/month (up to 2 users)
- Standard: from £149/month (up to 5 users)
- Professional: from £249/month (up to 10 users)
- Enterprise: from £349/month (up to 15 users)
- Ultimate: from £449/month (up to 20 users)
Additional users can be added to each package at £12.50/user/month.
Disclaimer: The pricing is subject to change.
ProjexCRM Integrations
The platform integrates with a number of third-party applications, such as:
Who Is ProjexCRM For?
ProjexCRM is suitable for SMBs within diverse industries and sectors, which include:
- Construction
- Upholstery
- Automotive
- Healthcare
- Insurance
- Communication
- Financial services
Is ProjexCRM Right For You?
Disjointed sales processes and inefficient lead tracking can hinder growth. ProjexCRM addresses these challenges by combining customer data, sales tools, and support features within one platform.
Its scalability makes it suitable for small to midsize businesses with future growth in mind. A notable feature is the integrated payments system, which streamlines invoicing and payment tracking in a single dashboard. With full UK GDPR compliance, it also supports secure data management for customer-facing operations.
Still doubtful if ProjexCRM software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
ProjexCRM Features
One of the notable ProjexCRM features, this solution enables sales teams to boost productivity and shorten sales cycles. It helps generate more revenue by providing meaningful buying experiences for customers, moving beyond simple contact management to create a more efficient and effective sales process from lead to close.
The platform enables service teams to manage customer support more efficiently, helping them deliver consistent and satisfying experiences across various touchpoints. This contributes to stronger customer relationships, increased satisfaction, and improved retention.
The software centralizes customer data and tracks interactions across multiple channels. Its intuitive task management system and robust reporting features support streamlined workflows, improved visibility, and more informed decision-making for enhanced customer engagement and business performance.
Businesses can accept integrated payments directly within the CRM from various gateways like Stripe and PayPal. This functionality simplifies the entire invoicing and payment tracking workflow, consolidating financial tasks into a single, convenient dashboard and accelerating the lead-to-cash cycle.
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