CRMSix Description

CRMSix is a versatile cloud-based customer relationship management system that integrates sales and customer support processes within a single platform. It equips support teams with tools to oversee cases, engage in live chat, manage customer interactions, and curate knowledge-base materials, while enabling sales teams to monitor contacts, leads, pipeline progress, quotes, invoices, and sales forecasts. By unifying customer records, it merges service histories with sales activities, and offers customizable workflows to streamline routine tasks and follow-ups. The platform is enhanced with AI-powered assistants, analytical reporting features, role-specific access controls, and comprehensive audit logs. Designed for organizations with customer-facing teams, it facilitates a collaborative environment for addressing inquiries, pursuing sales opportunities, and nurturing customer relationships. Additionally, administrators can leverage the documented API and Model Context Protocol (MCP) support to seamlessly integrate workflows with external tools, enhancing the platform's adaptability and functionality for various business needs. This ensures that teams can efficiently work together to deliver an improved customer experience.

Pricing

Pricing Starts At:
$12/user/month
Pricing Information:
Starter costs $12 per user per month, billed annually. Growth costs $20 per user per month, billed annually. A 14-day free trial is available.
Free Trial:
Yes

Integrations

API:
Yes, CRMSix has an API

Reviews

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Company Details

Company:
CRMSix
Year Founded:
2018
Headquarters:
India
Website:
crmsix.com

Media

CRM administration screen for a workflow rule named “Notify customer when a case closes,” with save timing, run settings, and closed-status criteria.

CRM administration screen for a workflow rule named “Notify customer when a case closes,” with save timing, run settings, and closed-status criteria.

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Live Training (Online)
Webinars
Customer Support
Business Hours
Live Rep (24/7)
Online Support

CRMSix Features and Options

CRMSix User Reviews

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