01
Leads and enquiries in one pipeline
Capture every lead, enquiry and opportunity in one place, with requirement categories — so no interested buyer slips through a WhatsApp crack.
Sales & CRM
From a first enquiry to a signed project — nothing dropped, nothing retyped
Leads, enquiries and follow-ups with call logs, and quotations and proforma invoices that flow straight into a project — lead to cash, in one connected flow.
What it saves
Every enquiry that goes cold is a project someone else builds.
When enquiries live in a notebook and follow-ups in your head, deals slip — and the ones you win get keyed in all over again to start work. Civixo carries a lead through to a project without dropping it or retyping it.
The product
What Sales & CRM does
02
Follow-ups that don't get forgotten
Follow-ups and call logs against each enquiry, so the next call is always clear and nothing goes cold by accident.
03
Quotations and proforma invoices
Turn an enquiry into a quotation or proforma invoice in a few taps, using your own templates — professional, and ready to send.
04
Won deals become projects
When a quotation is won, it flows straight into a project — no re-entering the customer, the scope or the numbers. Lead to cash, one flow.
Questions builders ask us
Can I manage leads and follow-ups here too?
Yes — leads, enquiries and opportunities live in one pipeline, with follow-ups, call logs and requirement categories, so nothing goes cold by accident.
Can I send quotations and proforma invoices?
Yes — turn an enquiry into a quotation or proforma invoice using your own templates, ready to send.
What happens when a deal is won?
A won quotation flows straight into a project — the customer, scope and numbers carry over with no re-entry, so sales and delivery are one connected flow.
Explore more of Civixo
See it with your own projects
A demo takes 30 minutes, in your language, at your convenience. WhatsApp us, or leave your number — we're near you, and we answer.