logixCrm

Industry-leading CRM platform

Our LogixCRM (Customer Relationship Management) is a cloud-based SAAS system built by financial services professionals for the financial services industry. It allows businesses such as financial brokers to better track and manage their clients, engage with them at critical points and produce better sales outcomes.
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LogixCRM allows businesses to manage and nurture
leads the way they want.
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Key Features

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Actively tracks and manages customer information.
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Customise the dataset, based on your needs
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Create leads manually or generate from an API
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Customise the lead cycle workflow to suit your business
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Robust permissions management for your staff
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Data, statistics, and analytics for deeper insights
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Set up tasks to promotoe customer engagement
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Connect your team to facilitate collaboration
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Seamless experience let's you focus on your business
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