HexaCRMHexaCRM
Elevate your business operations with "Process driven" HexaCRM
Hexa CRM is a powerful, scalable, and user-friendly solution that transforms how businesses manage sales, customers, inventory, and operations.
Built for all type of industries including manufacturing, corporate and service-based sectors, sales & dealerships, financial services, and education. Hexa CRM unifies every stage of the customer journey, from the first lead to the final invoice, in one seamless and intelligent platform.
How HexaCRM adapts seamlessly across industries
Manufacturing
Track customer orders, manage products, and automate follow-ups.
Sales & Dealerships
Handle leads, schedules appointments and generate quotes, share product images and invoices via WhatsApp, and close deals faster.
Corporate offices
Manage teams, clients, and communication channels in one system.
Financial services / Insurance
Manage client portfolios, policy renewals, and lead follow-ups
Keep records of communication and automate notifications
Education & Training
Manage student inquiries, admissions, and follow-ups
Communicate schedules and updates to students and parents
Core features
Capture, organize, and track every lead from multiple sources like Facebook, Instagram, WhatsApp etc. Set up automated follow-up reminders and calendar notifications to engage prospects at the right time and convert faster.
Maintain a complete record of your customers from contact details to transaction history. Gain insights into interactions and build stronger relationships with personalized communication.
Monitor stock levels, update product details, and link inventory with sales opportunities to ensure smooth and transparent operations across your business.
Manage multiple organizations, their contacts, and ongoing opportunities in one place. Easily visualize your sales pipeline and prioritize deals that matter most.
Plan meetings, schedule events, and assign tasks directly to your team members. Integrated calendar view ensures everyone stays on track with clear visibility of deadlines and activities.
Keep your operations organized with custom checklists and secure document storage. Upload, share, and manage files directly within the CRM.
Smart Calling and Communication Management
Hexa CRM comes with an integrated calling system that ensures seamless and efficient communication between your team and customers. This feature allows executives to make outbound calls to leads or customers directly from the CRM and receive inbound calls from clients for support or inquiries all within the same platform.
Every call is automatically tracked, recorded, and logged under the respective customer profile, giving your business complete visibility into communication history. Managers can monitor call duration, frequency, and response quality to evaluate agent productivity and maintain service standards.
The system supports intelligent call routing, ensuring that every incoming call is directed to the right department or staff member based on predefined rules, reducing missed calls and improving response times.
By centralizing all communication activities such as calls, recordings, and call notes, Hexa CRM enables teams to provide faster, more personalized, and efficient support to customers.
Why Businesses Choose HexaCRM
- # Centralized system connecting calls, WhatsApp, and email in one interface
- # Smart notifications to ensure timely follow-ups and zero missed opportunities
- # Easy-to-use dashboards for tracking leads, customers, and sales
- # Secure document and checklist management for smoother workflows
- # Customizable modules suitable for various business operations
