CRM Module

Know every customer.

Stop searching your phone for client details. Build a professional, searchable directory of everyone you do business with.

Your clients, finally organized.

Spreadsheets get messy. Phone contacts don't scale. VerxPoint CRM puts your entire client history in one place — accessible to you and your whole team, whether you're at your desk or on WhatsApp.

  • Client Directory

    Rich profiles with multiple contacts per client account.

  • Tags & Segments

    Group clients by industry, status, or value for easy filtering.

  • Interaction History

    Leave secure notes on client accounts that the whole team can see.

S

Sarah's Consulting

Active ClientVIP
Invoice #INV-0042
Paid
Quote #QT-0089
Pending

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The CRM module is included free on all plans. Import your clients today.

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