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.
Be the first one to leave a review!
No review found
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 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.
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.
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.
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.
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.
Top Recommended Software
