Accelerate your pipeline from first touch to closed-won. Complete tenant data isolation, intelligent deduplication, 360° contact dossiers, and real-time sales forecasting.
Cloud Migration Package
Acme Global Corp
Enterprise Seat Expansion
Starlight Media Ltd
Annual Retainer Contract
Apex Financial Partners
Global CRM Rollout
Nexus Technologies
Eliminate friction between marketing, business development, and account executives. Every feature is built for speed, transparency, and data integrity.
Drag-and-drop opportunity cards between dynamic pipeline stages. Real-time probability calculations, deal aging indicators, and instant loss reason tracking.
Detect matching emails and normalized phone numbers before saving. Convert qualified leads in 1-click into paired Company, Contact, and Opportunity records.
Complete audit trails of all interactions. Log phone calls, meeting notes, sales emails with merge tags, and manage assigned follow-up tasks in one unified view.
Gain deep visibility into pipeline conversion velocity, lead source ROI, loss reason root causes, and individual sales rep leaderboards.
Every query is automatically scoped to the authenticated organization. No cross-tenant leakage. Role-based access controls for Admins, Managers, and Sales Users.
Migrate smoothly from spreadsheets or legacy CRMs. Validate rows against schema rules, download failure error logs, and export your entire dataset anytime.
Enter your company name and email. Your dedicated tenant workspace and 30-day Free Trial is provisioned instantly.
Import leads via CSV or manually create opportunities. Customize your sales stages, probabilities, and win/loss rules.
Assign leads, automate daily task follow-ups, collaborate across reps, and track your revenue growth with live reporting.
Start free for 30 days. No hidden fees or lock-ins. Upgrade or downgrade anytime directly from your dashboard.
For small sales squads building momentum
For scaling revenue engines
Every customer account is provisioned as an independent Organization. All database queries for leads, contacts, deals, and activities are strictly bound to your organization ID on the server side. No other customer can access your data.
Your data is never deleted. When a trial expires, write operations are temporarily paused while read access remains intact. You can upgrade to any subscription plan at any time to resume write access immediately.
Yes! You maintain complete ownership of your business records. Roxx CRM provides 1-click CSV export for Leads, Companies, Contacts, and Opportunities whenever you need it.
Yes. Through the platform Super Admin portal, administrators can extend trials, configure custom plan limits, adjust subscription renewal dates, and inspect usage snapshots.