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CRM & Sales Management

QuixoCRMCustomer Relationships | Turn Leads Into Loyal Customers

A complete CRM and sales management platform for managing the customer journey from lead to conversion and beyond. Manage leads, contacts, opportunities, follow-ups, activities, pipelines, quotations, customer interactions and sales performance in one system.

Auto-lead captureVisual pipelineFollow-up reminders
QuixoCRM · Sales pipelineLive

Conversion

7.3%

Avg. deal

₹ 2.4L

Leads

248

Qualified

112

Proposal

46

Won

18

A

Anil Traders

via Justdial

Hot lead · call today

Pipeline value

₹ 18.4L

New lead captured
₹
₹

Illustrative interface — values are sample data.

CRM & Sales Features

Every Lead, Deal and Follow-Up in One System

From auto-captured leads to quotations, pipelines and MIS — manage the full customer journey and never miss a sale.

Lead Management

Capture leads from every source and keep them in one organised place.

Contact Management

Every person you deal with, with a full history of conversations.

Customer Management

A complete view of each customer, from first enquiry to repeat business.

Opportunity Management

Turn qualified leads into opportunities and track them to a decision.

Sales Pipeline

A visual pipeline where deals move stage by stage.

Quotation Management

Create, send and track quotations without leaving the CRM.

Deal Management

Manage each deal from negotiation to closure.

Follow-Up Management

Never lose a lead because a follow-up was missed.

Task & Activity Management

Plan and log every call, visit, email and task.

Sales Team Management

Set targets, assign territories and watch team performance.

CRM Analytics

Live dashboards for conversion, pipeline health and sources.

Reports & MIS

Ready-made sales reports for managers and leadership.

Quixo CRM
Quixo CRM
Quixo CRM
Quixo CRM

Connected

13 lead sources

Auto-assigned

Rohit S. · Sales

Integration Capabilities

Auto-Lead Capture, From Every Source

Your leads come from many places. QuixoCRM brings them into one system the moment they arrive, so your team can respond immediately, wherever the lead came from.

  • Capture leads in one place from ad platforms, portals, spreadsheets and booking tools
  • Auto-assign every new lead to the right sales executive instantly
  • Contact leads immediately and close more deals
LinkedInFacebookInstagramIndiaMARTIndiaMART V2TradeIndiaJustdialMagicbricks99acresHome OnlineOLXHousing.comNoBroker.com
Request a demo

Lead auto-capture and team follow-ups, effortless.

Respond in Minutes

New leads reach the right executive at once, so no enquiry goes cold.

One View of Every Lead

Source, conversations, quotes and follow-ups are all on one record.

Higher Conversion

Reminders and a clear pipeline help the team follow through on every lead.

Know What Source Pays

See which channels bring real revenue, and put the budget there.

Calls, WhatsApp & Email

Every Conversation, On One Lead Timeline

Your team talks to leads on calls, WhatsApp and email. QuixoCRM keeps all of it together on the lead record, so nobody has to ask what was said last.

  • Click-to-call with automatic call logging and recordings
  • WhatsApp and email templates sent from the lead record
  • Every call, message and note on one lead timeline
  • Instant alerts when a lead replies or a follow-up is due
CallsLive

Outgoing · 3m 12s

Call recorded and linked to the lead

Missed call

Follow-up scheduled for 4:30 PM

Incoming

Anil Traders matched to an open deal

WhatsAppLive

Template sent

Hi Anil, here is your quotation

Reply received

Please share the revised price

Bulk message

Festival offer sent to 120 leads

EmailLive

Quotation #1042

Sent and opened 2 times

Intro mail

Sent from the lead record

Reply

Added to the lead timeline

Follow-upsLive

Today · 11:00 AM

Call Shree Estates

Today · 4:30 PM

Send revised quote

Tomorrow

Demo meeting with Mehta & Co

Call recorded
WhatsApp delivered
Follow-up due 4:30 PM
Jd

Justdial

new lead

f

Facebook

new lead

99

99acres

new lead

Smart router
Smart router
Smart router
Smart router
Smart router
Smart router
R

Rohit S.

24 leads

N

Neha K.

19 leads

A

Amit P.

16 leads

IF source = Justdial AND city = Patna THEN assign → Team A
Round-robin · ON
Auto-assigned

Assigned in 2 sec

Lead Distribution & Automation

The Right Lead, To The Right Person, Instantly

Set your own rules once. QuixoCRM routes every new lead to the right executive and keeps the follow-ups moving without manual work.

  • Round-robin and rule-based assignment by source, city or product
  • New leads reach the right executive within seconds
  • Auto-create follow-up tasks and reminders for every lead
  • Re-assign untouched leads automatically so none go cold
IF source = Justdial AND city = Patna THEN assign → Team A
Team Performance & Mobile

Know How Your Team Is Doing, Wherever They Work

Targets, leaderboards and follow-ups are always up to date, in the office and on the road, so managers can coach early and reward what works.

  • Set targets by person, team or region and track them live
  • A leaderboard that keeps the whole team motivated
  • A daily follow-up list on mobile for field and remote teams
  • Activity logs and MIS reports for every manager review

92%

Target achieved

12

Follow-ups today

₹ 18.4L

Pipeline value

2Neha₹ 6.8L
1Rohit₹ 9.2L
3Amit₹ 5.1L
N
R
A
9:415G ▮▮▮

Good morning,

Rohit

92%

Monthly target

₹ 9.2L / 10L

+8% vs last month

Today's follow-ups

Call Shree Estates

11:00 AM

Send revised quote

4:30 PM

Demo · Mehta & Co

Tomorrow

Monthly target

92%

Top performer · Rohit

Mobile app

12follow-ups

Illustrative interface — values are sample data.

Customer Relationships

Ready to Turn Leads Into Loyal Customers With QuixoCRM?

Bring leads, pipelines, quotations and follow-ups together in one CRM that your whole sales team will actually use.

Capture every leadFollow up on timeClose more deals

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Fill the form and our team will contact you within 24 hours.

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