One CRM for Your Complete Client and Business Workflow
Manage lead acquisition, client onboarding, E-KYC, e-sign, recommendation delivery, communication, subscriptions, billing, teams and reporting from one connected CRM.
Integrated CRM Modules
Everything Connected to One Client Record
Every module shares the same lead, client, subscription, communication and payment information, helping your teams work without maintaining disconnected systems.
Lead & Client Management
Manage every relationship from the first enquiry to an active client profile.
- Capture leads through CSV, forms, campaigns and supported integrations
- Validate contact details and identify duplicate records
- Assign leads by employee, team, branch or workload
- Track stages, follow-ups, callbacks, comments and ownership
- Convert qualified leads into clients without duplicate data entry
- Maintain a centralized profile for every client
Aadhaar-Based E-KYC & Client Onboarding
Complete identity verification, document collection and client onboarding through connected CRM workflows.
- Initiate Aadhaar-based e-KYC
- Capture PAN, Aadhaar and client information
- Collect identity and onboarding documents
- Track verification and consent status
- Maintain onboarding records against the client profile
- Move verified clients towards service activation
E-Sign & Document Management
Send, track and store digitally signed agreements and client documents.
- Connect supported Aadhaar-based or email-based e-sign providers
- Send agreements, declarations and onboarding forms
- Track pending, completed and failed signing requests
- Store signed files against the relevant client profile
- Maintain document status and internal activity records
- Control document access through roles and permissions
Recommendation Management & Delivery
Create, control and deliver recommendations through connected CRM workflows.
- Create recommendations using structured templates
- Associate recommendations with services and eligible clients
- Use review or approval workflows before delivery
- Deliver communication through configured channels
- Track publication and delivery activity
- Maintain centralized recommendation records
Multi-Channel Communication
Connect calls, messages and emails with the correct lead or client profile.
- Manage calling, email, SMS and supported messaging channels
- Store communication in one chronological timeline
- Use approved templates for recurring communication
- Trigger onboarding, payment and renewal notifications
- View interaction history before every client conversation
- Track communication activity across employees and branches
Subscriptions & Billing
Manage services, billing cycles, invoices, payments and renewals.
- Create monthly, quarterly, yearly and call-based plans
- Assign subscriptions directly to client profiles
- Generate invoices, payment links and QR codes
- Record online and manual payments
- Track active, upcoming, expired and cancelled subscriptions
- Monitor outstanding amounts and renewal opportunities
Teams, Roles & Branches
Manage responsibilities, access and performance across your organization.
- Create admins, managers, team leaders and employee roles
- Configure module-level and action-level permissions
- Restrict client and lead visibility by employee or branch
- Manage single-office and multi-branch operations
- Track ownership and internal activity
- Compare employee, team and branch performance
Reports & Analytics
Monitor sales, onboarding, services, revenue and operational performance.
- Track leads, sources, conversions and pending follow-ups
- Monitor client onboarding and verification progress
- Review subscriptions, payments and outstanding amounts
- Analyze employee, team and branch activity
- Use role-aware dashboards for different users
- Export reports for internal review and reconciliation
Connected Client Lifecycle
Manage Every Stage From Lead to Renewal
FoxCRM keeps each stage connected, so information collected during sales continues into onboarding, service delivery, billing and renewal workflows.
Capture
Capture leads, validate details and assign them to the correct team.
Qualify
Track conversations, requirements, follow-ups and lead status.
Onboard
Collect client details, documents, KYC information and signed agreements.
Serve
Activate subscriptions and manage recommendations and communication.
Renew
Track expiry dates, payments, engagement and renewal opportunities.
Unified communication timeline
Every call, SMS, email, and payment event appears on the lead and client timeline — so your team always has full context before the next conversation.
Call
Onboarding discussion completed · 4m 32s
Document
Client agreement sent for e-sign
KYC
Client verification status updated
Payment
Subscription payment received · ₹5,000
Service
Client service activated
Message
Activation confirmation delivered
Centralized Client Activity
Every Client Interaction in One Timeline
Review calls, documents, onboarding updates, payments, service activations, recommendations and communication from one client profile.
Connected CRM Workflows
Reduce Repetitive Work Across Sales and Client Operations
FoxCRM connects lead assignments, follow-ups, verification, agreements, service plans, payments and communication so teams can complete operational work from one system.
Lead Assignment
Assign and transfer leads between employees while maintaining ownership and activity records.
Callbacks & Follow-Ups
Schedule callbacks and keep pending follow-up activities visible to the responsible employee.
KYC & KRA Workflow
Capture verification information, fetch available KRA records and maintain onboarding documents.
Agreement Workflow
Initiate client agreements, generate signing links and access completed agreement records.
Payment-Linked Activation
Connect service plans, client payments, invoice generation and service activation.
Operational Reporting
Review lead, payment, employee, recommendation and calling data through centralized reports.
Connected Client Communication
Calls, WhatsApp, SMS and Email Connected to Your CRM
Communicate with leads and clients while maintaining call details, recordings, delivery records and communication history inside FoxCRM.
Click-to-Call
Initiate calls from FoxCRM and connect calling activity with the relevant lead or client.
Call History & Recordings
Review employee call histories, outcomes and available call recordings through dedicated reports.
WhatsApp & SMS
Send SMS through configured gateways and integrate WhatsApp delivery according to client requirements.
Client Email
Send emails using configured SMTP services and maintain communication against client records.
Configurable CRM
Configure FoxCRM Around Your Business Process
Set up roles, permissions, services, billing cycles, lead stages, response types and operational workflows according to the way your organization works.
Roles & Permissions
Control module access, actions and data visibility for every employee role.
Branches & Teams
Operate a flat CRM structure or separate teams and records by branch.
Custom Workflows
Configure statuses, stages, services and internal operational processes.
Responsive Access
Use core CRM workflows across desktop, tablet and supported mobile screens.
See How FoxCRM Connects Your Complete Client Workflow
Book a personalized demo to explore lead management, onboarding, communication, recommendations, subscriptions, billing and team operations inside one CRM.