Last Updated
Overview
Topix is a CRM software for macOS and Windows that manages sales projects, revenue planning, and customer correspondence. Some users note email management could be better; however, dashboards, ticketing, and central records help teams coordinate work across departments.
Overall Rating
Based on 2 users reviews
4.5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Topix Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Sales Forecasting
What Is Topix?
Topix is a modular customer relationship management (CRM) system for small to midsize companies that need marketing, sales, and service coordination across one database. It supports sales projects with automatic quotation tracking, detailed revenue planning with target and actual views, and evaluations with charts and tables, helping teams monitor pipelines and follow up with the right accounts.
Topix Pricing
The vendor offers flexible and scalable Topix price plans that are categorized into four different licensing models:
- CRM: Starting from ฿490/user/month
- ERP: Starting from ฿890/user/month
- Finance: Starting from ฿890/user/month
- HR: Starting from ฿890/user/month
Disclaimer: The pricing is subject to change.
Topix Integrations
The software supports integration with multiple systems and platforms, such as:
- DocuWare
- DATEV
- UPS or DHL shipping
Who Is Topix For?
Topix is ideal for a wide range of industries and sectors, including:
- Trade
- Manufacturing
- IT and communication
- Medical technology
- Rental and leasing
Is Topix Right For You?
Teams that want one CRM to plan revenue, manage sales projects, and keep correspondence and tickets in a single record may find Topix a practical fit. Built for macOS and Windows, it suits SMEs that prefer integrated modules with evaluations and dashboards, plus optional on premises or cloud deployment.
Still doubtful if Topix is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Topix Features
Sales Projects And Quotation Tracking
Sales projects bundle tasks, documents, and communications into a single process, so teams follow a consistent path from acquisition to order. Automatic quotation tracking uses thresholds to trigger reminders, which preserves attention for high value opportunities and improves follow ups without manual list maintenance.
Detailed Revenue Planning And Targets
Revenue planning groups customers, defines targets, and displays target versus actual progress. Managers can see assigned goals per representative and split new versus existing customer revenue. This view clarifies shortfalls early, helps rebalance workloads, and supports realistic forecasting during pipeline reviews.
Evaluations And Dashboards
Graphical and tabular evaluations are available at company, team, employee, and customer levels. The dashboard aggregates sales projects, calendar, and business graphics, which reduces report assembly time and gives stakeholders a quick status view for planning meetings. This is where many Topix features surface together.
Centralized Correspondence And DMS
Emails, letters, and meeting notes are created, filed, and linked to accounts, contacts, and projects. A WYSIWYG editor and templates standardize content, while automatic assignment and archiving keep histories complete. Teams retrieve context quickly, which shortens responses and improves audit readiness.
Appointment And Ticket Management
Calendar views support day to month ranges and visibility filters for private, general, or internal events. The ticketing system captures requests from email, phone, fax, or mail, assigns handlers, and preserves correspondence, helping service teams triage issues and maintain traceability.
Pros And Cons of Topix
Pros
Everything is well-structured and linked
Documentation is extensive and helpful
Works across web and smartphone
Cons
E-mail management needs improvement
Interface modernization desired by users
Topix 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
Information Technology and Services, N/A employees
More than a year
“Powerful but removed the payroll we needed”
Pros
It really does have all the tools built-in for an IT company like ours. A huge plus is that it works perfectly on both Mac and Windows so no one on the team has to switch how they work.
Cons
It was a real letdown when they discontinued the payroll module. That was actually a key feature that sold us on the software in the first place.
Rating Distribution
Ease of use
8
Value for money
8
Customer Support
8
Functionality
7
Media Production, N/A employees
More than a year
“A loyal Topix user for decades”
Pros
Setting everything up was easy and the software can do just about anything we need. The best part is the automatic payment reminders, they've basically wiped out our problem with late-paying clients. And I can't believe how fast I can put together detailed, custom quotes for customers now using the product catalog.
Cons
To be honest, I never really got on with the built-in appointment manager from the start. It just didn't click for me so I quickly switched to just using my synced Mac calendar to handle all my scheduling and I've never felt the need to change back.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
9
Frequently Asked Questions
Who are the typical users of Topix?
Trade, services, manufacturing, agencies, IT and communication, medical technology, and rental operators use Topix to unify processes across CRM and ERP.
What language does Topix support?
Topix software provides sites and materials in English and German. The product is presented for international users on the English site and for DACH on the German site.
What types of pricing plans does Topix offer?
The vendor provides flexible and scalable Topix price plans, which are available under four different licensing models. The CRM plan starts at ฿490/user/month, while the ERP, Finance, and HR plans each start at ฿890/user/month. Request a personalized Topix cost estimate now.
Does Topix offer an API?
No, the vendor does not disclose an API on the official site.
What other apps does Topix integrate with?
Examples include DocuWare for document management, DATEV for accounting handoffs, and shipping links such as UPS or DHL, alongside CTI and BI interfaces.
Does Topix have a mobile app?
Yes. The CRM is available for macOS, Windows, and iOS, with iOS coverage referenced in appointment management materials.
What level of support does Topix offer?
Support is available by phone, email, and a customer portal, with regional contact pages published by the vendor.