Solution

Create A Sales Process That Does The Heavy Lifting For You

Build better customer relationships, automate your sales process, & grow your business at lightning speed.

Generating Sales Just Got A Whole Lot Easier With

Convertrix

How It Works

Step 1

Take Advantage of Each Opportunity

Automatically creates contacts for each person that has interacted with your business online. Then promote your business to turn them into paying customers.

Step 2

Make Better Decisions

Keep track of each lead & exactly where they are in your sales process. That way you can focus more of your energy on the ones that are close to buying.

Step 3

Speed Up Sales

With our checkout pages, invoicing options, & text 2 pay links you can easily sell online & get paid faster than ever before.

SALES PIPELINE

Close More Deals with Less Work

  • Create a sales pipeline optimized to drive more sales to your business

  • Automated tasks and follow-up help you bring more deals to close

  • Get real-time updates on your leads so you can stay on top of everything

  • Whether you are a solo-preneaur or you have a sales team by your side

    Convertrix

    will keep you organized and streamlined, so you never lose a potential customer again

CRM & CONTACT MANAGEMENT

Turn Your Contacts Into Opportunites

  • Automatically creates a contact anytime a lead calls you, texts you, emails you, or messages you on social media Automated tasks and follow-up help you bring more deals to close

  • Each new contact is another sales opportunity - automatically build your list with Convertrix

  • Keep your customer’s notes, tasks, upcoming appointments, calls, contracts, emails, and everything you have on a contact in one place

  • Stay organized and in control of your customer relationships

INVOICING

Make It Easy For Your Customers

To Pay You

  • Generate & send an invoice in as little as 30 seconds (seriously, we timed it)

  • Set up recurring invoices & allow your customers to auto-pay

  • Automatically send payment reminders & overdue notifications

  • Save money by getting rid of your invoicing software subscription

TEXT 2 PAY

Get Paid Faster

  • Send secure payment links right to your customer's phone via text

  • Customer simply enters their information, pays, and voila… you receive the money INSTANTLY

  • You can even generate a payment link on the go with our mobile app & paid in minutes

ONLINE CHECKOUT PAGES

Easily Sell Online

  • Easy, customizable checkout forms let you start selling online in minutes

  • Sell subscriptions or set up one-time payments

  • Offer instant, one-click upsells to maximize each order

  • Create custom automation after a sale is made for a seamless customer experience

REVIEW & REPUTATION MANAGEMENT

Boost Your Brand’s Reputation

  • The more positive reviews you have the more people will trust you & want to do business with you

  • Automatically send review requests over text to make leaving a review effortless for your customers

  • Rank higher on Google with more 5-star reviews

  • Create a strong online reputation that will automatically bring new customers to you

ONLINE CHECKOUT PAGES

Turn Your Customers Into MORE Customers

  • Make it easy for customers to refer their family and friends

  • 92% of customers are more likely to buy when referred by a friend

  • Referral marketing is one of the most effective ways to generate new customers

  • Turn your happy customers into new customers

REPORTING & ANALYTICS

Know Exactly What Is Working & What Is Not

  • Gain key insights to make better business decisions

  • Discover exactly what is working well & what needs improvement

  • Uncover untapped opportunities

See what our clients have to say

Convertrix has doubled my sales!

Convertrix CRM has transformed the way we manage our customer relationships. It's incredibly user-friendly, and the automation features have saved us hours of manual work. Our sales team is more productive than ever, and our revenue has seen a significant boost since implementing Convertrix.

John S

Convertrix has doubled my sales!

"Convertrix CRM has been a game-changer for our marketing efforts. The lead tracking and analytics tools provide valuable insights, and the email marketing automation has helped us engage with our audience more effectively. It's a powerful tool for any marketing team."

Sarah J

Convertrix has doubled my sales!

As a small business owner, I was hesitant to invest in a CRM system. However, Convertrix has proven to be worth every penny. It's affordable, easy to set up, and has helped me keep track of my customers and leads. I've seen a significant improvement in customer retention and satisfaction.

David W.

Convertrix has doubled my sales!

Convertrix CRM has made my job so much easier. The lead scoring system helps me prioritize my prospects, and the email templates save me time when reaching out to potential clients. It's an essential tool for anyone in sales.

Emily D.

Capture More Leads

Text-Based Chat

Automate Responses

Learn How Our All In One Sales & Marketing CRM Can Transform Your Business

Make sales on the go with our mobile app.

  • Get real-time notifications straight to your phone
  • Chat with your clients & leads right from the app

Never miss another opportunity again

Solutions

Streamline Sales

Generate More Leads

Build Your Brand

Impress Existing Customers

AutomButtonate Tasks

Features

Social Media Management

Website Chat Widget

Forms & Surveys

Online Appointment Booking

Membership & Course Builder
Automated Nurture Sequence
Email & SMS Marketing
Phone System & Autodialer

All In One Inbox
Automate Tasks
CRM & Sales Pipeline
Invoicing & Payments
Review & Reputation Management
Reporting & Analytics

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