Close More Deals, Without Dropping the Ball
Your all-in-one sales command center for managing leads, tracking activities, sending quotes, and converting prospects into paying clients — all with a few clicks. Whether you're a solo closer or part of a full-blown sales team, Cybix CRM keeps everyone on the same page and your pipeline flowing.
Capabilities/Features
Lead Pipeline
Organized by status: Prospect, Contact Initiated, Need a Quote, In Process, and Final Decision. Completely Customizable!
Activity Tracking
See what’s next: calls, quotes, follow-ups — all scheduled & highlighted.
Notes on Leads
Add notes anytime. Great for collaboration across teams.
Work Orders
Once the deal is closed, convert leads into actionable work orders, and track delivery.
Service/Product Browser
One-click view of all offerings. Know what you're selling
Quote Requests
Send formal quotes, manage drafts, and convert them into invoices when approved (linked to Billing).
Order Management
Open, progress, or close orders — complete with system-triggered emails.
Quick Add Lead
Rapid lead entry on the go — perfect for sales events or fast-paced .
Group Deals & Reassignments
Collaborate on accounts or reassign Sales Execs with zero friction.
Use Cases
- Sales Teams: Visualize the entire sales funnel at a glance and never lose track of a hot lead.
- Supervisors: Review notes, track lead status, and monitor deal progression for better decision-making.
- Quotes & Orders: Sales reps can send quotes and open work orders directly — all auto-notified.
- Training & Onboarding: New hires can quickly learn about the company’s services via the Show Services/Products panel.
- Cross-Functional Teams: Tasks and notes make collaboration seamless between sales, admin, and fulfillment.
Benefits
All-in-One CRM
From lead to quote to work order — it’s all connected.
Faster Follow-Ups
Pre-built activities and quote tools help close faster.
Visual Pipeline
Instant status overview helps prioritize efforts.
Built for Action
Convert leads, assign tasks, and create orders without leaving the dashboard.
Automated Comms
Open/close emails sent automatically — no need to draft.
Smart Insights
Notes and tasks make it easy to collaborate and remember client needs.
Got Questions? We’ve Got Answers.
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Can I assign a lead to someone else?
Absolutely. Use the “Reassign Sales E.” option to quickly shift responsibilities.
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Can I add a lead manually without using a form?
Yes! Use “Quickly Add Lead” to input info instantly, especially useful in events or calls.
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Can I turn a lead into a client automatically?
Yup — once finalized, the system lets you create a Work Order linked to that lead and client.
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Do closed orders send an email to clients?
Yes. An automatic email is sent both when the order is opened and when it’s closed.
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Can salespeople view all products or services we offer?
Of course! Just click the “Show Services/Products” button to see everything — complete with prices and descriptions.
Sell smarter. Close faster. Deliver confidently.
Start managing your pipeline like a pro with Cybix CRM — it’s not just software, it’s your new sales sidekick. Dive into the CRM now and start converting those leads!
