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CRM
Complete customer relationship management with lead tracking, opportunity pipeline, quotations, and sales automation.
Sales
Overview
CorexOS® CRM is a comprehensive customer relationship management system that helps you capture leads from multiple sources, nurture them through automated workflows, track opportunities with visual pipelines, and close deals faster. Features include lead scoring, automatic assignment, communication tracking, quotation management, and powerful analytics—all powered by the Aurevia® Engine for intelligent sales automation.
Key Features
Lead Management: Create, import, assign with auto-scoring and deduplication
Opportunity Management: Visual pipeline with probability tracking and auto-reminders
Customer 360° View: Unified timeline with emails, calls, issues, invoices, and projects
Contact & Address Management: Multiple contacts per customer with role tracking
Communication Tracking: Centralized email/call/meeting logs with IMAP sync
Quotations: Multi-currency pricing, tax calculations, and one-click conversions
Sales Pipeline Kanban: Drag-and-drop visual boards with color-coded statuses
Activities & Follow-ups: Automated reminders for aging leads and opportunities
Campaigns & Email Marketing: Track open rates, conversions, and UTM performance
SMS Integration: Send notifications and promotional messages with templates
Advanced Reporting: Lead sources, conversion ratios, sales forecasts, and KPI dashboards
Rules & Automation: Round-robin assignment, workflow triggers, and approval processes
Web Forms Integration: Auto-create leads from website submissions
API & WhatsApp Integration: Connect external lead sources and messaging platforms
Document Management: Attach contracts and proposals with version control
Interactive Demo
Create New Lead
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