Sales core
Accounts, contacts, leads, lead-to-opportunity conversion, opportunities, and a pipeline kanban with stage moves.
Product
TavrixCRM is designed for teams who think in companies and people — not a generic “customer” blob. Daily work happens in the web app at app.tavrixcrm.com. Operators also have a branded admin portal.
Accounts, contacts, leads, lead-to-opportunity conversion, opportunities, and a pipeline kanban with stage moves.
Cases against an account, priorities, escalate / resolve / close, and SLA due times from four hours (urgent) to 48 hours (low).
Calls, meetings, notes, and tasks on a shared timeline. Per-workspace social and messaging channels (each tenant connects its own accounts).
Excel import for contacts, with a downloadable template and optional creation of accounts from company names.
REST API with token auth for accounts, contacts, leads, opportunities, cases, activities, channels, and inbox events.
Workspace isolation on every CRM row. Built for SaaS-style hosting as well as a dedicated instance.
Honest scope
We would rather be precise. The workspace you sign into today covers sales and service operations described above. Agentic AI follow-up, email campaigns, quotes, and live social publishing are on the roadmap — they are not claimed as live features on this site.
The application is hosted at app.tavrixcrm.com. Use the email and password issued by your CDS / TavrixCRM operator. This public site does not store CRM data.