What Is the Voxys Connect CRM?
Voxys Connect includes a built-in CRM (Customer Relationship Management) system that brings contacts, companies, leads, and deals together in one place — directly alongside your conversations.
You do not need an external CRM tool. Everything your sales and support teams need is inside Voxys Connect.
CRM Modules
| Module | What it tracks |
|---|---|
| Contacts | Individual people: phone, email, custom attributes, conversation history |
| Companies | Organisations: linked contacts, deals, custom attributes |
| Leads | Potential customers moving through a qualification pipeline |
| Pipeline (Kanban) | Visual board tracking deals and leads across stages |
How It Connects to Conversations
Every inbound WhatsApp, email, or chat conversation is linked to a contact automatically. From the conversation panel you can:
- View the contact's CRM profile
- See which company they belong to
- Check open leads and pipeline stage
- Add notes visible to the whole team
Custom Attributes
You can extend contacts and companies with custom fields specific to your business — for example, "Industry", "Contract Value", or "Renewal Date". Go to Settings → Custom Attributes to create these fields.
Getting Started
- Import your existing contacts via CSV (Contacts → Import).
- Create or link companies to contacts.
- Set up your pipeline stages (Settings → Pipeline).
- Start converting conversations into leads.