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AppnixCRM Pro
An Appnix Technologies product

Your business.
Working together.

Bring your leads, people, projects, and daily operations into one place. Get a clearer view of the work that moves your business forward with Appnix CRM Pro.

Explore the workspace
Lead managementTeam operationsWhatsApp communication
Appnix CRM Pro / Workspace overviewPRODUCT PREVIEW
Appnix CRM Pro dashboard preview with a minimized, icon-only sidebar, business metrics, lead trend, and lead sources chart in an example workspace.View full dashboard
Actual product interface. Example workspace data is illustrative.

A CLEARER WAY TO WORK

Less scattered work.
More shared context.

A lead needs an owner. A project needs a next step. A conversation needs a follow-up. CRM Pro gives these everyday operations a common home, so your team can see what needs attention.

Clear ownership

Assign leads and tasks to the people responsible.

One working space

Keep business records and everyday tools within reach.

A broader view

Review business indicators alongside your team’s work.

THE TOOLS BEHIND YOUR DAY

Built around the way
your business works.

From the first enquiry to the work behind it, keep the important details together.

01

Give every lead a clear next step.

Keep lead details, statuses, and ownership organized. Use distribution rules to assign incoming leads across your team.

  • Lead management
  • Lead distribution
Explore lead management
02

Bring people and projects together.

Manage users, organize projects, and assign tasks. Define roles and permissions around the responsibilities of your team.

  • Users & roles
  • Projects & tasks
03

See the business behind the work.

Keep products, orders, enquiries, and invoices in view, alongside revenue indicators and work reports.

  • Business records
  • Reports
04

Keep conversations in the picture.

Manage customer conversations in the WhatsApp inbox and organize outbound messaging through campaigns.

  • WhatsApp inbox
  • Campaigns
Explore WhatsApp CRM
05

Keep the essentials close at hand.

Organize credentials in the vault, manage stored documents, and configure available connections from the integrations area.

  • Credentials vault
  • Storage & integrations

CONNECTED LEAD SOURCES

Your lead sources.
One CRM workspace.

Bring leads from your connected platforms into one place. Manage, organize, and follow up with your leads from a single CRM workspace.

  • Justdial
  • IndiaMart
  • Zoho CRM
  • Website forms

Lead intake via configured webhooks. Connections require setup.

FROM INTEREST TO EVERYDAY WORK

Follow the work.
Keep the context.

  1. 01 / ORGANIZE

    Start with the opportunity.

    Manage incoming leads and enquiries. Set ownership using the lead distribution tools.

  2. 02 / COORDINATE

    Bring your team into the work.

    Organize projects, assign tasks, and manage the roles your team needs.

  3. 03 / REVIEW

    Keep the bigger picture in view.

    Review orders, invoices, revenue indicators, and reports as your operations develop.

THE PEOPLE BEHIND THE PRODUCT

One product.
A wider world of expertise.

CRM Pro is part of Appnix’s work in software and technology. Appnix Technologies also helps businesses design, build, and maintain digital products.

Explore Appnix Technologies

Web & mobile development

Web applications and mobile experiences.

Custom software & product design

Business software, UI/UX, and design systems.

Maintenance & ongoing support

Continued care for software and applications.

A LITTLE MORE CLARITY

Good questions.
Straight answers.

Have a workflow in mind?

What does Appnix CRM Pro help us manage?

CRM Pro brings internal operations into one workspace: leads and distribution, users and roles, projects and tasks, business records, WhatsApp messaging, credentials, storage, and reports.

Can we use it for more than sales?

Yes. Alongside lead management, the product includes project and task management, user roles, a credentials vault, document storage, and work reports to support day-to-day operations.

How does WhatsApp fit into the workspace?

The product includes a WhatsApp inbox, campaign management, and WhatsApp connection settings. Request a demo to discuss the setup and messaging requirements for your business.

Can different team members have different access?

The users and roles modules let administrators manage team members and assign module permissions according to their responsibilities.

How do we discuss pricing and setup?

Request a demo and share your team size, workflows, and requirements through the enquiry form. The Appnix team can then discuss the product and a suitable setup with you.

What is the connection with Appnix Technologies?

CRM Pro is an Appnix product. Appnix Technologies also provides web and mobile app development, custom software, UI/UX design, and software maintenance services. You can explore those services at appnix.org.

LET’S PUT YOUR WORK IN PERSPECTIVE

Make room for
a more organized business.

Tell us how your team works. Explore how CRM Pro could fit.

Your team. Your workflows. A closer look.