Why Pipex?

• Informative dashboard

  A graphical and chart interface to demonstrate various information at a glance.

• Customer management

  Create Customers and Organizations including their type and manage them in a friendly interface.

• Deal management

  Create Deals and maintain them in Interactive pipeline view. Deals can show status Won or Lost with the reason that is added.

• Deal Invoice

  Generate deal invoice and email to contact person (Lead)

• Lead login

  Speed up your communication with your Leads and easy-to-use commenting system, share information to accelerate deal completion.

• Collaboration through deal comment

  Give your clients access where they can track deal progress, can communicate with all users.

• Send Deal Proposals

  Deal Proposals can be sent without any help of third party mail service. Can create proposal templates with ease to save for later use or send a proposal.

• Activity tracking

  With Calendar and basic list view all activities can be witnessed and filtered as per requirement.

• Performance tracking

  Track all the performance in Reports according to Deals, Proposal And Pipeline view.

• Expenses

  Company expenses and area of expenses are to be regulated from this module.

• Users & Roles

  Add different type of users to a role based on permissions.

• And many more

  Lots of other ways to stay ahead like notifications and custom fields to classify customers, organization and deals even more.