CRM

At Servix, we don’t just set up CRMs — we make them work for you. From first setup to full-scale automation, our CRM services help you organize, track, and close more deals — faster.

⚙️ CRM Setup & Customization

We set up your CRM from scratch or optimize your existing one. Tailored fields, workflows, views — everything built around your unique sales process.

🧾 Data Entry & CRM Management

We keep your CRM clean, updated, and organized. No missing leads, no duplicate entries — just well-managed data that helps your team move.

👥 Lead Management

We help you capture, track, and follow up with leads efficiently. Every contact is sorted, scored, and positioned for conversion.

✉️ Email & Communication Integration

We sync your CRM with email, calendars, and tools — so every message, call, and meeting is logged automatically. No follow-up slips through the cracks.

🤖 CRM Automation

From auto-assigned tasks to follow-up sequences, we build smart automations that save time, reduce manual work, and speed up your sales process.

📈 Sales Pipeline Management

We structure your pipeline for clarity. Every deal is tracked, every stage is visible — so you know exactly what’s working and what’s not.

📊 Reporting & Analytics

We set up dashboards and reports that actually make sense. Track team performance, deal velocity, and pipeline health — all in real-time.

🧹 CRM Data Cleaning

We audit, clean, and standardize your CRM data — removing duplicates, fixing errors, and ensuring your reports are based on facts, not flaws.

🔌 CRM Integration with Other Tools

We connect your CRM with marketing platforms, lead sources, invoicing tools, and more — making your system smarter, not more complicated.