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PipeX CRM – A simple application that can help you to improve customer relationship to grow your business more efficiently. You can manage your company’s associations in a friendly interface and with a low learning curve using it.

Customer management is the prime objective and this application helps you in numerous ways.
Developed using Laravel 8 and vue js.

Demo

Preview link: https://pipex.gainhq.com/
Email: admin@demo.com
Password: 123456

User Guide: Documentation

Contact us at support@gainhq.com
We will reply to you within 24hrs of receiving your email/comment.

PipeX CRM Features

# Informative dashboard
A graphical and chart interface to demonstrate various information at a glance.

# Customer management
Create Customers and Organizations including their type and manage them in a friendly interface.

# Lead login
Speed up your communication with your Leads and easy-to-use commenting system, share information to accelerate deal completion.

# Collaboration through deal comment
Give your clients access where they can track deal progress, can communicate with all users.

# Deal management
Create Deals and maintain them in Interactive pipeline view. Deals can show status Won or Lost with the reason that is added.

# Send Deal Proposals
Deal Proposals can be sent without any help of third party mail service.
Can create proposal templates with ease to save for later use or send a proposal.

# Activity tracking
With Calendar and basic list view all activities can be witnessed and filtered as per requirement.

# Performance tracking
Track all the performance in Reports according to Deals, Proposal And Pipeline view.

# Users & Roles
Add diffrent type of users to a role based on permissions.

# And many more
Lots of other ways to stay ahead like notifications and custom fields to classify customers, organization and deals even more.

Contact Us: support@gainhq.com
We will reply to you within 24hrs of receiving your email/comment.

Change Logs

Version 2.1 – 02 August, 2021

[Added] Implement dashboard for Client and Agent
[Added] Implement Won/Lost stage in kanban view
[Added] Implement Deal card view manager in kanban view
[Updated] Improved User & Role management
[Updated] Optimize code and improve data response
[Updated] Improve documentation
[Fixed] Fixed some bugs

Version 2.0 – 20 June, 2021

[Added] Added Manager & Agent user roles
[Added] Introduce client area/module for collaboration
[Added] Implement Broadcast event (Pusher/Ajax)
[Added] Implement deal quick detail view
[Added] Deal card view with better presentation
[Added] Implemented commenting between all users.
[Added] Implement proposal kanban view
[Added] Implement export functionalities for Person, Organization, and deals
[Updated] Improved User & Role management
[Updated] Improved translate Language process
[Updated] Optimize code and improve data response
[Updated] Improve documentation
[Fixed] Fixed some bugs

Version 1.2 – 23 March, 2021

[Added] Implement bulk action in Kanban view
[Updated] Improvement Tag component
[Updated] Datatable pagination enhancement
[Updated] Improve data presentation in datatable
[Updated] Optimize code and improve data response in Data table
[Updated] Improve activity functionalities
[Fixed] Custom field bug fixed
[Fixed] Fixed some minor bugs

Version 1.1 – 10 February, 2021

[Added] Implement address fields with Country, Area, City, State, Zip code
[Added] Added address fields for Person type Lead
[Added] Implement importing with custom fields
[Updated] Improve import functionalities
[Updated] Update Calendar version
[Updated] Useability improvement in Contact module
[Updated] Change context name Contacts to Leads
[Updated] Improve Kanban view
[Updated] Improve deal functionalities
[Updated] Improve data presentation in datatable
[Updated] Optimize code and improve data response
[Updated] Improve documentation
[Fixed] Bug fixes in Custom fields
[Fixed] Fixed some bugs

Version 1.0.2 – 10 December, 2020

[Added] Support subfolder installation
[Updated] Improve data presentation in datatable
[Updated] Updated some functionalities
[Updated] Optimize code and improve data response
[Fixed] Fixed some bugs