We understand a CRM composes an important part of your business. Whether used for monitoring new leads, tracking your sales process, scheduling follow-up reminders, generating reports, or reviewing daily activities, Qobrix will effortlessly deliver on your requirements. Qobrix captures all of your business processes and eliminates complex and ineffective features that have been built into off-the-shelf CRMs which are never used!
Supports both self-hosted and cloud-hosted installations
Two-way integration with ERP or back-office system
Flexible lead and account management
Highly advanced roles permission system
Open REST/JSON API with updated documentation for integration with external systems
With the flexibility of Qobrix CRM, we build the system around your exact processes
Used to record and process marketing leads and client details. Supports a variety of fields related to
a potential customer including the lead source. This module also provides external campaign tracking.
This module is used to reflect leads that have now moved on to a tangible opportunity status. Opportunities are usually created through the leads conversion process. Closing probabilities are also
assigned according to the Opportunity status.
This module is used to centralise a client’s information and group all the accounts of a client.
Accounts are usually created through the Opportunity conversion process but can also be entered
manually or automatically completed through API integration.
This module is used for storing and processing documents required by the business, whether pdf
files, images, videos, or custom files. Document management and document versioning is provided.
The Qobrix API allows these files to be accessed by other systems.
A collection of modules to record business activities such as calls, meetings, emails, and live chat.
This module can be integrated with a company’s mail servers, telephony and live chat systems. It can
also be integrated with an organisation’s ticketing and support systems.
The system provides multiple dashboards which can be customised according to a person’s role within the company. An easy interface is provided for you to customise your dashboards and the fields that you
would like to be displayed.
Qobrix CRM provides role-based security with a role having a set of privileges that defines what they can and can’t do. The flexibility with regards to permissions in the Qobrix System is highly advanced allowing you to cater for hierarchies, geographies, and departments simultaneously.
A set of modules that provide means for efficient internal communications, reminders, and remarks.
Notes can be private, limited to a group, or available to the entire organisation. Notes are colour-coded
to easily differentiate between their statuses.