Rixotrix

FEATURES & BENEFITS

Discover the advanced Rixotrix CRM features that will make your business run smoother and bring it to a higher level of success.

With CRM, you can efficiently manage your contacts by storing comprehensive details for each individual/organization, such as their name, email address, phone number, physical address, and any specific custom data pertinent to your business needs. Additionally, it offers features for importing, exporting, deleting, and restoring contacts, streamlining your contact management process.

This feature involves tracking, nurturing, and converting potential leads into customers. It streamlines lead capture, assigns lead to sales representatives, and monitors the progress. This This capability helps businesses prioritize leads, increase conversion rates, and optimize sales efforts.

With this robust functionality, you can centralize customer information, including billing details, project specifications, team assignments, and effortlessly generate their account login credentials which are conveniently delivered to their specified email addresses.

Our CRM boasts a powerful proposal creation functionality that empowers you to easily create and manage customized proposals for both potential leads and customers. With this feature, you can effortlessly define their status, assign them to team members, establish timelines, and much more. Moreover, you have the convenience of uploading pre-existing proposals and effortlessly sending them directly to your clients, streamlining the entire proposal management process.

With the project management feature, you can organize and keep track of your different projects for each customer. You can describe what each project is about, set its billing type, and assign tasks to multiple team members. You can also set deadlines, track progress, and see how much time your team spends on each allocated task. Additionally, you can organize and find projects based on their type or category, making it simple to stay organized.

Our CRM's invoice management makes invoicing a breeze. You can create invoices for each customer and project with ease. Set up recurring invoices weekly, monthly, or yearly. You can even apply discounts. Plus, it integrates seamlessly with QuickBooks, automating the syncing of invoices and expenses. It streamlines your invoicing process and ensures accurate financial tracking, making your business more efficient.

This CRM module lets you define roles and permissions for different teams within your organization. You can create roles and customize the permissions for each role according to your needs. This way, you can control who can do what based on the hierarchy of your teams, making it easier to manage access and responsibilities.

This feature enables you to efficiently oversee your workforce. It encompasses functions like employee profiles, task assignment, and performance tracking. You can access employee information, assign tasks, and monitor progress. It facilitates the evaluation of employee performance and streamlines communication, fostering a more productive and organized work environment. It helps you figure out how your team is doing and makes it easier to talk to each other, which makes work better. All in all, this feature makes your Human Resources work smoother, helps your team work together, and makes your company run more efficiently

Our Ticketing System is like a digital help center that allows both you and your customers to report problems or issues with our application. If you run into any trouble while using the app, you can send us a "ticket" to let us know what's going on. We'll then work on fixing it for you. Moreover, this feature also offers ticket tracking, status, assignment, attachments and prioritization.

With our platform, you can easily send emails, proposals, quotes and invoices to your leads and contacts without leaving the system. This means you can manage your communications and business documents all in one place.

You can connect your email accounts like Gmail, and Outlook to easily organize your contacts and create groups. You'll have a central place for your team to work together and chat, even if they're not used to working in an app. This will help you manage your communications more effectively.

This feature allows you to move information in and out of your Customer Relationship Management (CRM) software in a straightforward way

Data Import: You can browse data from your local system and put it into your CRM system. For example, if you have a list of new customers, you can import that list into your CRM so that you have all their information in one place.
Data Export: On the other hand, data export allows you to take information from your CRM system and save it in a format that's usable elsewhere. For example, you can export a list of your existing customers to a spreadsheet for further analysis or for creating reports.

WHY OUR PRODUCT IS BEST?

Exceptional User Experience

Our intuitive design ensures easy adoption & a pleasant user experience.

Customization & Scalability

Our CRM offers unparalleled flexibility, allowing you to tailor it to your unique business needs.

Seamless Integration

We seamlessly integrate with popular tools, streamlining your workflow

Data Security

We prioritize data protection, ensuring your information remains safe & confidential.

GROW YOUR BUSINESS WITH OUR AUTOMATION TOOLS

We understand that efficiency is the key to success in today's fast-paced business world. That's why we're here to help you streamline your operations and supercharge your growth. Our cutting-edge solutions are designed to automate your business processes, so you can focus on what truly matters – achieving your goals.

Why Choose Us?

Expertise You Can Trust

Cutting-Edge Technology

Customized Solutions

Increased Productivity

Transparent Communication

End-to-End Services

Time and Cost Efficiency

Customer Satisfaction

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