BIXCRM helps you keep track of your invoices and items and create reports. You can now use different types of money with the customer currency settings. Bill with varying taxes depending on the item.
Making regular payments Create a regular payment and it will happen again automatically after a certain time. The period time could be a few days, a few weeks, a few months, or a few years.
Make a quick quotation and send it to your customers. Wait for them to accept it. Write notes to keep things organized for your next tasks, and set reminders. Automatically change the quotation into an invoice after the customer agrees.
Make nice proposals for potential customers and increase the number of things that you sell. Get a message when your proposal is approved or denied, and automatically send a thank-you email to your customer after the proposal is accepted.
Organize projects and keep track of how much time each staff member spends on their project. Keep track of how much money you spend on projects and how much you charge your clients. This will help you get paid faster.
Potential clients are very important to any company. Every company works hard every day to find new potential customers. Many times, a potential client calls and asks for a specific service that your company offers, but sometimes this is forgotten.
Set goals for projects and keep track of how much time is spent on each goal. Ability to move tasks from one goal to another by dragging them with your mouse.
Make as many web forms as you want and put them on your website or landing page. This feature lets you bring in new potential customers into BIXCRM from a form. Use online forms on your website to collect information from potential clients and let them ask for price quotes.
Excellent help ticket system with automatic response, private notes for staff, assigned tickets, attachments, pre-written responses, links to knowledge base, ticket priorities, and ticket statuses. We added a feature that allows you to automatically bring in tickets by forwarding emails or using the IMAP method. Allow your customers to respond and make new requests by email without having to use the client portal.
You can make new agreements with your customers. It's easy to add contracts. You can choose when they start and end, and see all your company contracts in one place. You don't have to look for documents in your desk anymore. Make contracts into PDFs and send them to your customers using BIXCRM.
Assign your employees to different departments and give them the ability to automatically bring in tickets through department emails.
Create reminders for staff members and choose to notify them by email and use the built-in notification feature. You can get reminders for important things.
Make tasks that will be automatically made for a specific time.
Give jobs to many workers, allow others to follow the jobs, let people comment on the jobs, and attach files to the jobs. Connect tasks to many BIXCRM tools and keep everything in order.
Reports Sales Expenses Report Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is useful to clients, improve text based on votes)
Add files to the media library. Every non-admin staff member has their own folder to upload files in.
Generate stylish fonts and fancy font styles for your own text to put in your social bios.
Generate high-quality, engaging content in minutes with our AI content generator.
Optimize your content for search engines with our SEO analyzer tool.
Expand your reach and connect with a global audience with our language translation tool.
Streamline your social media marketing efforts with our social media scheduler.
Streamline your social media marketing efforts with our social media scheduler.
Streamline your social media marketing efforts with our social media scheduler.
Streamline your social media marketing efforts with our social media scheduler.
Streamline your social media marketing efforts with our social media scheduler.
Streamline your social media marketing efforts with our social media scheduler.
Streamline your social media marketing efforts with our social media scheduler.
Streamline your social media marketing efforts with our social media scheduler.
Streamline your social media marketing efforts with our social media scheduler.
Streamline your social media marketing efforts with our social media scheduler.
Streamline your social media marketing efforts with our social media scheduler.
Streamline your social media marketing efforts with our social media scheduler.
Streamline your social media marketing efforts with our social media scheduler.
A story can sell explain, or visualize a thought or concept. Let us help you tell a good one!
- Go to BixCRM website
- Click "Sign Up" or "Get Started"
- Enter email address, password, and other basic information
- Verify email address through confirmation link sent by BixCRM
- Select desired subscription plan (e.g., Basic, Premium, Enterprise)
- Review and agree to terms and conditions
- Fill out company and user information
- Set up administrator account
- Configure initial settings (e.g., timezone, currency)
Kickstart your business with our affordable and feature-rich Startup plan.
10 StaffUnlimited CustomersUnlimited ContactsUnlimited ContractsUnlimited InvoicesUnlimited EstimatesUnlimited CreditnotesUnlimited ProposalsUnlimited ProjectsUnlimited TasksUnlimited TicketsUnlimited LeadsUnlimited ItemsMost Popular
Accelerate growth with our comprehensive Business plan, designed for scaling teams.
20 StaffUnlimited CustomersUnlimited ContactsUnlimited ContractsUnlimited InvoicesUnlimited EstimatesUnlimited CreditnotesUnlimited ProposalsUnlimited ProjectsUnlimited TasksUnlimited TicketsUnlimited LeadsUnlimited ItemsMaximize efficiency and scalability with our tailored Enterprise plan, designed for large organizations.
50 StaffUnlimited CustomersUnlimited ContactsUnlimited ContractsUnlimited InvoicesUnlimited EstimatesUnlimited CreditnotesUnlimited ProposalsUnlimited ProjectsUnlimited TasksUnlimited TicketsUnlimited LeadsUnlimited Itemsstreamlined our sales process, boosting conversions by 25%
automation features saved us 10 hours/week
intuitive interface made adoption seamless
eporting analytics helped us optimize our strategy
support team is always responsive and helpful
integrated perfectly with our existing tools
customization options tailored it to our unique needs
increased our sales team's productivity by 30%
data security gives us peace of mind
scalability grew with our business
user-friendly design reduced training time
automation reduced manual errors by 90%
insights helped us identify new business opportunities
integration with Google Drive simplified file sharing
support resources are comprehensive and helpful
flexibility adapted to our evolving business needs
collaboration features aligned our teams
data visualization made insights more actionable
API integration enabled seamless data exchange
customizable workflows optimized our processes
mobile accessibility increased sales team productivity
security protocols protected our sensitive data
automation saved us time and resources
user interface is modern and intuitive
Stop worrying about technology problems. Focus on your business. Let us provide the support you deserve.
BIXCRM has a lot of features made to work for many different uses. Learn more about the features and test out the demo to see how BIXCRM can help you be successful.
