A cloud CRM for teams that need to manage leads, customers, quotes, invoices, work orders, tasks, purchasing, and inventory in one place.
We review your sales, service, and inventory processes, along with the form you want to connect to your website.
We enable the required modules, profiles, permissions, catalogs, taxes, currencies, payment methods, and public quote form.
We train your team and prepare the workflow from lead and quote through invoice, work order, or inventory.
The public quote form collects requests, location, and contact details so your team can manage them as leads in GixiCRM.
GixiCRM is ready to manage the full cycle: lead capture, sales, billing, payments, equipment, field service, tasks, purchasing, inventory, website, and internal controls.
A central view of your company’s sales and operational activity.
Receive quote requests, add opportunities manually, and manage sales follow-up.
A public form that connects to any website or landing page. Show, hide, require, and add fields for your industry.
Manage customers, contact information, tax details, and their relationship to sales, orders, and tasks.
Create product or service quotes, manage numbering, send public links, and receive signed acceptance.
Convert sales into invoices and manage payments, payment methods, and pending, partial, or paid statuses.
Search and filter invoice payments, record transactions, and manage statuses, payment methods, and receipts.
View quotes, invoices, work orders, and tasks approaching their due dates from the dashboard.
Manage work created from quotes or entered manually, including evidence, notes, comments, audio, and signatures.
Assign owners, priorities, statuses, comments, audio, and recurring tasks for internal follow-up.
Manage products, variants, images, categories, brands, colors, presentations, units of measure, and services.
Track equipment by code or serial number, owner, location, status, warranty, specifications, products, and customers.
Manage vendors, purchase orders, purchases, approvals, payments, receiving, and evidence.
Control stock by product, variant, and warehouse, including movements, receiving, transfers, history, and weighted average cost.
Profiles with granular permissions, system configuration, and a record of important team actions.
Configure branches, warehouse types, currencies, taxes, payment methods, categories, brands, and units of measure.
Public quotes, invoices, work orders, and purchase orders available in English and Spanish.
Brand the CRM and its public pages with your company logo, manage themes, colors, images, and social media, and connect it directly to a landing page built by us.
Each installation displays and enables only authorized modules while respecting dependencies, profiles, and permissions.
Includes the complete CRM, unlimited users, initial installation, base configuration, company branding, a public quote form connected to your website, and training.
For businesses that want to manage sales, service, purchasing, and inventory without paying per user.
An Android app for your CRM, ready for publishing on Google Play.
An iOS app for your CRM, ready for publishing on the App Store.
Remote assistance to keep day-to-day operations in GixiCRM organized and up to date.
See how GixiCRM fits your workflow for lead capture, quotes, invoices, work orders, purchasing, and inventory.
Schedule a meeting to review your use case, annual plan, and required add-ons.
If the calendar does not appear, open it in Google Calendar.
It centralizes leads, customers, quotes, invoices, work orders, tasks, purchasing, and inventory so your team does not depend on scattered spreadsheets or chats.
Yes. The public quote form can be linked from any website or landing page, and requests enter the CRM as leads for follow-up.
Yes. You can show, hide, require, and add custom text, email, phone, number, select, radio, or textarea fields.
Leads, customers, products or services, quotes with a public link and signature, invoice conversion, payments, and configurable payment methods.
Yes. It includes work orders with statuses, evidence, notes, comments, audio, start or completion signatures, and recurring tasks.
Yes. The annual plan includes vendors, purchase orders, purchases, receiving, warehouses, movements, transfers, and weighted-average inventory.
Yes. GixiCRM uses users, profiles, and granular permissions to limit access by module and action.
They are suggested prices. The final amount depends on customization, data migration, storage, additional training, and business-specific changes.
Message us to review the modules you need, how your public quote form would work, and whether an Android or iOS app makes sense.
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