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ProjexCRM

ProjexCRM provides a comprehensive platform that combines customer relationship management with project management, enhancing efficiency and increasing return o...

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ProjexCRM provides a comprehensive platform that combines customer relationship management with project management, enhancing efficiency and increasing return o...

Watch Demo Get Pricing
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Product Overview

ProjexCRM provides a comprehensive platform that combines customer relationship management with project management, enhancing efficiency and increasing return on investment. Although newcomers may find its interface somewhat challenging, it features straightforward lead and client management, built-in invoicing, and valuable analytics. This cost-effective and adaptable solution is ideal for businesses looking to expand.

Product Details

What Is ProjexCRM?

ProjexCRM is a web-based customer relationship management (CRM) solution. It offers a unified platform for handling customer information, monitoring interactions, and enhancing support services. This tool is tailored for various industries, addressing significant challenges by making lead tracking and conversion easier to boost return-on-investment (ROI). In summary, it presents a secure, comprehensive solution for businesses looking to improve customer engagement and foster sustainable growth.

ProjexCRM Pricing

The software features a tiered pricing model designed to accommodate the varying preferences and requirements of users. The available plans include:

  • Solo: starting at £99/month (up to 2 users)

  • Standard: starting at £149/month (up to 5 users)

  • Professional: starting at £249/month (up to 10 users)

  • Enterprise: starting at £349/month (up to 15 users)

  • Ultimate: starting at £449/month (up to 20 users)

You can add extra users to any plan for £12.50/user/month.

Request a tailored ProjexCRM pricing estimate for your organization today.

Please note that pricing is subject to change.

ProjexCRM Integrations

The platform is compatible with several third-party applications, including:

  • Mailchimp Software

  • Zapier Software

  • Slack Software

  • Salesforce

  • PayPal Software

Watch the ProjexCRM demo to discover more about its integration capabilities.

Who Is ProjexCRM For?

ProjexCRM is ideal for small and medium-sized businesses across various fields, including:

  • Construction

  • Upholstery

  • Automotive

  • Healthcare

  • Insurance

  • Communication

  • Financial services

Is ProjexCRM Right For You?

Inefficient sales processes and poor lead tracking can impede growth. ProjexCRM tackles these issues by unifying customer data, sales tools, and support features into one cohesive platform.

This scalability makes it an excellent choice for small to midsize enterprises with plans for future expansion. A standout feature is the built-in payments system that simplifies invoicing and payment tracking all in one dashboard. Additionally, it ensures full compliance with UK GDPR regulations, supporting secure data management for customer-facing operations.

If you are still unsure whether ProjexCRM is suitable for your needs, reach out to our customer support team at info@softwareseekers.com for more assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✘ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✔ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✘ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✔ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Enables tracking payments from one dashboard
  • ✔ Automation capabilities
  • ✔ Intuitive task management system

Cons

  • ✘ Dashboard customization can be limited at times
  • ✘ Occasional slow loading

Price

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Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Yes, ProjexCRM offers an API.

No, ProjexCRM does not offer a mobile app.

ProjexCRM is well-suited for SMBs across various industries, including construction, upholstery, automotive, healthcare, insurance, communication, and financial services.

The platform integrates with several third-party applications, including Mailchimp, Zapier, Slack, Salesforce, and PayPal, enhancing connectivity and workflow efficiency across sales and marketing operations.

The software supports English only.

The software provides support via email, phone, and demo.

The software offers tiered pricing plans. The Solo plan starts at £99/2 users/month, the Standard plan begins at £149/5 users/month, the Professional plan is priced at £249/10 users/month, the Enterprise plan at £349/15 users/month, and the Ultimate plan at £449/20 users/month. Additional users can be added to any plan for £12.50/user/month. Contact us to request a personalized ProjexCRM cost quote based on your institution's requirements.