CRM
Every lead, account and deal in one place
Capture leads from forms, spreadsheets, your website and the API, qualify and score them, and follow each deal through your pipeline. When a deal is ready, the quotation starts from it.
Leads
Qualify leads without the guesswork
Leads arrive from Modulix forms, CSV or Excel imports, the API and workflows, each with its source recorded. Assignment rules give them an owner, and a score adds points for who the lead is (fit) and for what has happened since (engagement), so hot, warm and cold leads stand out on the board.
When a lead is ready, converting it creates or reuses the contact and the company, and can open an opportunity in the same step.
Fit and engagement scoring
Rules you define, with the breakdown shown on every lead.
Assignment rules
New leads go to the right person, or stay unassigned for the team.
Activity moves the stage
Logging a call, email or meeting on a new lead marks it as contacted.
Contacts and companies
The whole account on one page
A company's page brings together its people, opportunities, quotations, sales orders, invoices and what it owes, next to the notes, tasks and files other modules add. Companies can belong to a parent account, and a person can work with several companies, each with their role there.
Modulix warns you when an email, a name or a domain already exists, and records entered twice can be merged.
Parent accounts
A group's head office lists its subsidiaries.
Consent and do not contact
Marketing consent is kept on each person, with the date it changed.
Merge duplicates
Find people and companies entered twice and combine them.
Capabilities
What the CRM modules cover
Pipelines and stages
Several pipelines, each with its own stages and default probabilities. Drag deals between columns.
Weighted forecast
Open deals by expected close month, at full and weighted value, beside what was won.
Product lines on deals
Deal values come from catalog products, priced by your price books and discounts.
Contacts involved
Record the people involved in each deal and the part they play in it.
Forms and imports
Collect leads from Modulix forms or a spreadsheet, with column matching.
Won and lost reasons
Close deals with a reason, so you learn why you win and why you lose.
Own, team or all records
Salespeople can be limited to their own or their team's leads, contacts and deals.
Activity timeline
Calls, emails, meetings, notes and tasks on every lead, contact and deal, with @mentions.
Workflows
Assign leads, move them between stages or notify other systems when something changes.
See Modulix run your processes
Book a live walkthrough. Tell us how you quote, invoice, buy and close the month, and we will show you the modules you would use, how they connect and what moving over involves.