CRM solutions tailored to your team
Whether you're a sales rep, branch manager, or business owner — Fox CRM adapts to how your organization works.
One CRM. Two Modes. Built for Where Your Business Is Today.
Whether you run a single office or a network of branches across cities, Fox CRM adapts to your structure — not the other way around.
Branch-Based CRM
Ideal for: Multi-location businesses, franchise networks, distributed sales teams, and growing MSMEs scaling across cities.
- Each branch runs as its own scoped unit — separate leads, users, payments, and dashboards, all under one roof
- Branch managers handle day-to-day ops independently; SuperAdmin keeps cross-branch oversight from a single view
- Branch-specific reports, performance leaderboards, and analytics at every level of the hierarchy
- Location-wise agreement docs, role policies, and permission sets — configured once, applied consistently
- Add new branches in minutes without touching your existing workflows or data
Grow from 2 branches to 200 without rebuilding your CRM from scratch.
Without-Branch (Flat) CRM
Ideal for: Startups, early-stage teams, solo founders and single-office businesses that want CRM capabilities without unnecessary organizational complexity.
- One shared workspace — everyone works together, no branch filters, no extra configuration
- Simple setup that takes hours, not weeks: add users, import leads, and start tracking from day one
- Company-wide analytics, pipeline views, and team reports available from a single dashboard
- Full access to Fox CRM's security, automation, payment tracking, and calling features — no features locked behind branch mode
- Ready to scale? Switch to branch-based management any time your team expands
Start lean. Scale smart. Fox CRM grows with you.
One CRM for Client Acquisition, Advisory Operations and Service Management
Lead & Pipeline Management
- Add leads manually or through bulk uploads
- Configure lead sources and response stages
- Assign and transfer leads between employees
- Schedule callbacks and maintain comments
- Recycle inactive leads and manage deleted records
Centralized Client CRM
- Convert qualified leads into active clients
- View client contact and profile information
- Track assigned services and total payments
- Review service validity and call usage
- Maintain complete client activity history
Aadhaar-Based E-KYC & Client Onboarding
- Initiate Aadhaar-based e-KYC workflows
- Capture PAN, Aadhaar and client information
- Collect identity and onboarding documents
- Track pending and completed verification
- Maintain consent and verification records
- Keep onboarding data connected to the client profile
CVL-KRA & Digital Agreements
- Fetch CVL-KRA information using client PAN
- View and maintain KRA PDF records
- Initiate Zoop-supported agreements
- Generate and copy client signing links
- Access completed agreement documents
Research Recommendations
- Configure recommendation and service types
- Record entry levels, targets and stop-loss values
- Track open, target-hit, stop-loss and closed statuses
- Manage hold and partial-profit updates
- Export recommendation records to PDF and XLSX
Research Analytics
- Filter analytics by researcher
- Review recommendation and plan types
- Analyze recommendation statuses
- Apply date-based reporting filters
- Export records for internal review
Service Plans & Subscriptions
- Create call-based service plans
- Configure monthly and quarterly plans
- Support half-yearly and yearly billing
- Associate recommendation types with plans
- Track duration, call limits and service status
Payments & Invoices
- Record gateway and manual payments
- Generate invoices with client payments
- Access invoices from the client profile
- Track payment IDs and payment status
- Identify new, upgraded and renewed clients
Calling & Communication
- Initiate calls through click-to-call
- Review call histories and recordings
- Send template-based SMS communication
- Integrate WhatsApp delivery on client demand
- Send emails through configured SMTP services
Employees, Roles & Permissions
- Create departments and employee profiles
- Configure page-level permissions
- Control view, add, update and delete actions
- Restrict modules according to employee roles
- Monitor employee and team activity
Reports & Operations Dashboard
- Monitor lead and conversion activity
- Review payment performance by period
- Analyze employee performance
- Access client and calling reports
- Review recommendation analytics
Organization Configuration
- Configure company details and branding
- Set up SMTP and SMS gateway providers
- Enable PAN, Zoop and CVL-KRA products
- Manage payment and invoice settings
- Configure services, roles and response options
For Sales Teams
Close more deals with less manual work
- Pipeline views with follow-up scheduling and FT windows
- Call logs, recordings, and outcomes on every lead
- Daily targets, activity tracking, and performance metrics
- One-click exports for reporting and reviews
For Branch Managers
Run distributed teams with full visibility
- Branch-scoped dashboards, filters, and analytics
- User management, assignments, and agreement tracking
- Source quality and employee leaderboards
- Cross-branch control for SuperAdmin when needed
For HR / Admin
Onboard teams and enforce policies at scale
- Role-based access with hierarchy management
- Team setup, lead distribution, and SLA policies
- Training playbooks and onboarding journeys
- Audit-friendly exports and compliance controls
For Business Owners
One platform for revenue, ops, and governance
- Real-time conversion, payment, and SLA KPIs
- Branch or flat mode — scale without changing workflows
- Payment links, QR, and revenue analytics
- Secure RBAC with impersonation for support
Roles & Access
Fox CRM keeps every role focused with branch-aware access, permission controls, and hierarchy-based visibility.
Role-Based Access
Strict RBAC with branch isolation. Users only see what they should.
Team Hierarchy
SuperAdmin, Branch Manager, HR, Sales Manager, TL, SBA, and BA roles stay clearly separated.
Permission Controls
Toggle permissions, reset defaults, and manage user-level access from configuration.
Find the right setup for your organization
Our team will help you choose between branch-based and flat mode — and get you live in weeks, not months.