Crux Ops CRM

The Core Solution to Operational Excellence.

Streamline Operations, Boost Efficiency, and Drive Growth

Stop juggling disconnected tools. CruxOps is the all-in-one CRM solution designed for growing businesses in India, unifying your sales pipeline, project tracking, and client invoicing into a single, intuitive platform for ultimate operational control.

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Crux Ops CRM is an all-in-one operational management platform designed to empower businesses by streamlining critical processes like client management, project tracking, invoicing, and more.

Our CRM Marekting Partners

Who We Are

Your Partner in CRM Management

Crux Ops CRM is your trusted partner in streamlining business operations and enhancing customer relationships. With our comprehensive platform, you can effectively manage leads, sales, projects, and customer interactions.

1 K+

Crux Ops CRM is trusted by over 1,000 businesses worldwide.

August 2024

Crux Ops Founded

In August 2024, Crux Ops was founded with the mission to empower businesses through a comprehensive CRM solution that enhances operational efficiency and fosters client relationships.

October 2024

Launch of the Crux Ops CRM Service

In October 2024, we launched Crux Ops CRM, our innovative platform designed to streamline your business operations and help you achieve your goals.

Our Core Features

Empowering Your Business with Streamlined Processes

01 Proposal Creation

Create professional proposals tailored to specific clients, showcasing your services and demonstrating value.

02 Project Management

Plan, organize, and track projects from start to finish, ensuring timely delivery and meeting client expectations.

03 Invoice Creation

Generate and send professional invoices promptly, streamlining the billing process and improving cash flow.

04 Task Management

Assign, track, and prioritize tasks to ensure efficient workflow and accountability.

All Features

Comprehensive CRM Solutions For
All Your Management Needs

Lead Management

Effectively track and nurture potential leads throughout the sales pipeline, from initial contact to conversion.

Estimate Creation

Generate accurate estimates for projects, ensuring fair compensation and client satisfaction.

Contract Creation

Create and manage contracts with clients, ensuring legal compliance and protecting your business interests.

Start Your Management Journey with Crux OPs

See How Crux Ops Has Transformed Businesses

Don’t miss out on the opportunity to transform your business. Experience the Crux Ops difference today.

CruxOps Features

The All-in-One Platform for Business Growth

Our platform is engineered to be the single source of truth for your entire business, eliminating the need to juggle multiple, disconnected software subscriptions. From managing your first lead to invoicing your latest project and supporting your most valuable clients, CruxOps provides the integrated tools you need to streamline operations, boost efficiency, and drive sustainable growth. Explore the comprehensive feature set below.

CRM & Lead Management

Capture every opportunity and build a predictable sales pipeline. Our integrated CRM allows you to track and nurture leads from multiple channels—including website forms, email, and social media—automating follow-ups so your sales team can focus on closing deals and converting more prospects into loyal customers.

What You Can Achieve with Our CRM:

Automated Lead Capture:

Seamlessly capture leads from your website contact forms, email inboxes, and social media campaigns directly into your sales pipeline, eliminating manual data entry.
Visual Sales Pipeline:

Get a clear, at-a-glance view of your entire sales funnel. Drag and drop deals between stages to easily track progress and identify bottlenecks
Lead Nurturing Automation:

Create automated email sequences to nurture leads at every stage of the buyer's journey, ensuring consistent and timely communication without the manual effort.
Activity Tracking & Reminders:

Log every interaction—calls, emails, meetings—against a contact record. Set automated reminders for follow-ups so you never miss a chance to connect.

Stop letting valuable leads slip away and empower your sales team to convert prospects with unparalleled efficiency.

Lead Management Key Features Included::

Custom Web-to-Lead Forms
Automated Lead Import from Email
WordPress Contact Form 7 Integration
Two-Way Email Sync for Leads
Centralized Lead Notes & Attachments
Customizable Lead Sources & Statuses
Visual Drag & Drop Lead Stages
Create & Send Proposals Directly to Leads
One-Click Lead to Customer Conversion
Detailed Lead Activity Logs
Assign Leads to Sales Staff
Comprehensive Lead Reports

360° Client Management

Build lasting customer relationships with a complete, unified view of every client. Centralize contact information, communication history, and project details in one accessible hub. Track interactions and purchase history to provide exceptional service and identify key opportunities for upselling and cross-selling.

A Single Source of Truth for Every Customer:

Unified Client Profiles:

Consolidate all client data, including contact details, social profiles, and company information, into one comprehensive and easily accessible record.
Complete Communication History:

Track every email, call log, meeting note, and support ticket associated with a client, giving any team member instant context on the relationship.
Project & Financial Overview:

See all active projects, past invoices, and payment statuses directly from the client's profile, providing a full financial and operational history.
Client Segmentation:

Group your clients using custom tags and filters based on industry, size, or purchase history to deliver targeted marketing campaigns and personalized service.

Transform your client data from a simple database into your most powerful tool for retention and growth.

Client Management Key Features Included:

Centralized Customer Database
Manage Multiple Contacts Per Customer
Detailed 360° Client View (Projects, Invoices, Tickets)
Assign Customer Admin Permissions
Enable Customer Self-Registration Portal
Advanced Client Search & Filtering
Custom Fields for Additional Information
Bulk Export Client Data to ZIP
Client Activity & Communication History
Client Groups for Segmentation

Agile Project Management

Track your project progress, prioritize tasks, and build an end-to-end work structure. Easily forecast project revenue, calculate costs, and monitor overall project profitability while communicating with your team at once. Gain full visibility from kickoff to completion to ensure every project is delivered on time and on budget.

Manage Projects with Clarity and Control:

Multiple Project Views:

Manage your projects your way with flexible views, including Kanban boards for agile workflows, Gantt charts for timeline planning, and simple task lists.
Budget & Expense Tracking:

Set project budgets, track billable and non-billable hours, and log expenses in real-time to monitor financial health and ensure profitability.
Resource Management:

Plan and allocate team resources effectively. Get a clear view of team workload to prevent burnout and ensure tasks are assigned to the right people.
Milestone Tracking:

Break down large projects into key milestones. Track progress against these goals to keep your team motivated and your clients informed.

From simple projects to complex multi-stage deliveries, our tools provide the structure you need to succeed.

Project Management Key Features Included:

Create and Manage Unlimited Projects
Customizable Project Statuses
Pin/Favorite Important Projects for Quick Access
Project Financial Overview & Profitability Tracking
Detailed Project Timesheet Reports
Convert Project to Invoice for Billing
Role-Based Visibility (Disallow members from seeing all tasks)
Project Activity Logs
Assign Multiple Staff Members
Project Templates

Collaborative Task Management

Boost team productivity and ensure nothing falls through the cracks. Break down complex projects into actionable tasks, assign them to team members, set deadlines, and monitor progress with intuitive Kanban boards and lists. Foster accountability and keep everyone aligned on their responsibilities.

Streamline Your Team's Daily Workflow:

Task Dependencies & Subtasks:

Create parent tasks and subtasks to break down work into manageable steps. Set dependencies to ensure tasks are completed in the correct order.
Prioritization & Deadlines:

Assign priority levels and due dates to every task, allowing your team to focus on what’s most important and urgent.
Real-Time Collaboration:

Comment directly on tasks, attach files, and @mention teammates to ask questions or provide updates, keeping all communication in context.
Recurring Tasks:

Automate repeating work by setting up recurring tasks for daily, weekly, or monthly assignments, saving time and ensuring consistency.

Empower your team with a clear, organized system to manage their workload and achieve their goals together.

Task Management Key Features Included:

Create, Assign, and Manage Tasks
Customizable Task Statuses
Automated Recurring Tasks
Task Timesheets & Individual Timers
Bill Tasks Directly to Clients
Link Tasks to CRM Records (Leads, Invoices, etc.)
Add Task Followers for Progress Updates
Task Checklists and Sub-Tasks
Task Reminders and Notifications

Professional Proposal Builder

Win more deals by creating stunning, professional proposals in minutes. Utilize customizable templates to craft tailored quotes that detail project scope, deliverables, and pricing. Impress potential clients and streamline your sales process from initial contact to signed agreement.

Craft Proposals That Close Deals:

Customizable Templates:

Save time with pre-built templates that you can customize with your own branding, sections, and service items for a consistent, professional look.
Interactive Pricing Tables:

Create clear and flexible pricing tables with optional items, variable quantities, and discounts, allowing clients to customize their package.
Proposal Analytics:

Get notified when a client views your proposal. Track how many times it’s been opened to gauge interest and follow up at the perfect moment.
E-Signatures & Approval:

Allow clients to accept and sign proposals digitally, instantly converting a quote into an active project or invoice and securing commitment faster.

Move beyond static documents and create interactive, data-driven proposals that impress clients and accelerate your sales cycle.

Proposal Creation Key Features Included:

Build Professional, Great-Looking Proposals
Send Proposals to Both Leads & Existing Customers
Pre-defined Item & Product Library for fast creation
Proposal Templates for Brand Consistency
Client View, Comment, & Acceptance Tracking
Digital Signatures for Approval

Accurate Estimate Generation

Generate precise and transparent estimates to build client trust from the start. Define project costs based on tasks, resources, and rates to ensure profitability and fair pricing. Convert approved estimates into projects or invoices with a single click, eliminating manual data entry.

Build Trust with Transparent Quoting:

Itemized Cost Breakdowns:

Create detailed estimates by breaking down costs by labor, materials, and other expenses, providing full transparency to your clients.
Multiple Currencies & Taxes:

Easily create estimates for international clients with built-in support for multiple currencies and configurable tax rates.
Version Control:

Keep track of all changes and revisions to an estimate. View past versions and see a clear history of negotiations with the client.
One-Click Conversion:

Instantly convert an accepted estimate into a professional invoice or a new project, automatically carrying over all line items and details.

Set clear expectations, protect your margins, and start every client relationship on a foundation of trust.

Estimate Creation Key Features Included:

Create Accurate & Professional Estimates
Convert Estimates to Invoices with One Click
Estimate Templates for Consistency
Client View & Approval Workflow
Set Estimate Expiry Dates
Full History & Revision Tracking

Automated Invoicing & Billing

Get paid faster and improve your cash flow with automated invoicing. Instantly generate and send professional invoices based on project milestones, billable hours, or fixed-price contracts. Track payment statuses and send automatic reminders for overdue bills, streamlining your entire billing cycle.

Simplify Your Billing, Accelerate Your Cash Flow:

Recurring Invoices:

Set up automatic recurring invoices for retainers and subscription-based services, ensuring you never forget to bill a client.
Online Payment Integration:

Allow clients to pay you instantly and securely online by integrating with popular payment gateways like Stripe, PayPal, and more.
Automated Payment Reminders:

Drastically reduce late payments by setting up a sequence of automated email reminders for upcoming and overdue invoices.
Time & Expense Billing:

Automatically pull billable hours from timesheets and logged expenses directly onto an invoice, ensuring accurate and effortless billing.

Spend less time chasing payments and more time on what you do best. Let automation handle your billing.

Invoice Creation Key Features Included:

Automated Recurring Invoices
Subscription Management & Billing
One-Time & Project-Based Invoicing
Direct Emailing of Invoices to Clients
Online Payment Modes (Stripe, Paypal, Bank Transfer,UPI & QR Code)
Multi-Currency Support
Payment Tracking & Status Updates
Pre-defined Item/Product Library

Secure Contract Management

Safeguard your business with streamlined contract creation and management. Generate legally sound contracts using customizable templates pre-filled with client and project data. Send contracts for digital signature and store them securely within the platform, ensuring compliance and peace of mind.

Manage Agreements with Confidence:

Contract Templates:

Create a library of reusable contract templates for different services, ensuring consistency and legal protection across all agreements.
Dynamic Fields:

Automatically populate contracts with client names, project details, and pricing from your CRM, reducing errors and saving time.
Digital E-Signatures:

Send contracts to clients for a legally-binding electronic signature. Receive real-time notifications when a contract is viewed and signed.
Centralized & Secure Storage:

Keep all signed contracts organized and securely stored in one place, linked to the relevant client and project records for easy access.

Protect your business, clarify expectations, and formalize client relationships with a professional, efficient contract workflow.

Contract Creation Key Features Included:

Integrated Financial Management

Gain complete control over your business’s financial health. Track all income from invoices and manage operational expenses in one central location. Monitor cash flow, analyze profitability by project or client, and generate financial reports to make informed, strategic decisions for growth.

Your Business's Financial Command Center:

Income & Expense Tracking:

Log all business expenses and automatically track income from paid invoices to get a real-time picture of your financial standing.
Profitability Reporting:

Go beyond revenue and analyze true profitability. Generate reports that show profit margins by project, client, or service type.
Cash Flow Projections:

Forecast your future cash flow based on outstanding invoices and scheduled expenses, helping you plan for growth and manage resources.
Bank Reconciliation:

Connect your bank accounts to easily categorize transactions and reconcile your books, preparing you for tax time with less stress.

Move beyond spreadsheets and gain the financial clarity you need to steer your business with confidence.

Finance Management Key Features Included:

Record & Categorize Company Expenses
Create Automated Recurring Expenses
Mark Expenses as Billable to a Client/Project
One-Click Conversion of Billable Expenses to Invoices
Comprehensive Expense Reports
View Financial Overviews for Projects

Custom Reports & Analytics

Make smarter, data-driven decisions with powerful reporting tools. Generate customizable reports on sales performance, project profitability, team productivity, and other vital KPIs. Visualize your data to identify trends, measure success, and unlock actionable insights into your entire business operation.

Turn Your Business Data Into Actionable Insights:

Custom Report Builder:

Build the exact reports you need by choosing your own metrics, data sources, and date ranges. Save your custom reports to run them again anytime.
Sales Performance Analytics:

Track key sales metrics like lead conversion rates, deal velocity, and revenue forecasting to optimize your sales process.
Project Profitability Analysis:

Dive deep into project financials to understand which types of projects and clients are most profitable for your business.
Team Productivity Reports:

Analyze how your team's time is being spent. View reports on task completion rates, billable vs. non-billable hours, and overall workload.

Stop guessing and start knowing. Leverage your own data to find opportunities and drive strategic growth.

Reports Key Features Included:

Comprehensive Lead & Sales Reports
Invoice, Estimate & Payment Reports
Project Profitability & Financial Overviews
Detailed Expense Reports
Task & Timesheet Reports
Support Ticket Analytics
Export Data to ZIP, CSV, and other formats

User Roles & Permissions

Ensure data security and control access across your organization. Create custom user roles with specific permissions, defining who can view, create, or edit information. Securely manage your team’s access to sensitive client, project, and financial data while empowering them with the tools they need.

Secure Collaboration for Your Entire Team:

Granular Permission Settings:

Control access down to the module level. Decide exactly who can access CRM, projects, finance, and other sensitive areas.
Customizable User Roles:

Create roles that match your organizational structure, such as 'Sales Rep,' 'Project Manager,' or 'Accountant,' and assign specific permissions to each.
Secure Client & Contractor Access:

Grant limited, secure access to clients or freelancers through the Client Portal, allowing them to view only the information relevant to them.
Audit Logs:

Maintain a clear record of user activity. See who made changes and when, enhancing accountability and security across the platform.

Collaborate with confidence, knowing your most important business data is protected and accessible only to the right people.

User/Role Creation Key Features Included:

Granular User Roles & Permissions
Control Access to specific features and modules
Secure Client & Contractor Access via Client Portal
Assign Customer Admin Permissions
Detailed Audit Logs for accountability

Shared Calendar Management

Organize your team and manage schedules with a powerful, integrated calendar. Schedule appointments, set deadlines for tasks and projects, and plan meetings with full visibility into team availability. Sync with external calendars to avoid conflicts and optimize time management across the board.

Keep Your Team Perfectly in Sync:

Unified Team View:

View personal, project, and company-wide calendars in one place. See team members' availability to schedule meetings without the back-and-forth.
Link Events to CRM & Projects:

Connect calendar events directly to clients, deals, or projects, keeping all related activities organized and in context.
Two-Way Calendar Sync:

Sync seamlessly with Google Calendar, Outlook, and other external calendars to keep your schedule updated no matter where you are.
Task & Milestone Deadlines:

Automatically populate your calendar with due dates for tasks and project milestones, providing a visual roadmap of upcoming deadlines.

Eliminate scheduling conflicts and bring perfect clarity to your team’s time and commitments.

Calender Management Key Features Included:

Help Desk & Support Ticketing

Deliver exceptional customer service and resolve issues faster. Manage all customer inquiries through a centralized support ticketing system, from initial contact to resolution. Assign tickets to team members, track response times, and build a knowledge base to improve customer satisfaction and retention.

Deliver World-Class Customer Support:

Centralized Ticket Inbox:

Convert customer emails and portal submissions into organized support tickets. Manage all inquiries from a single, shared inbox.
Ticket Assignment & Automation:

Automatically route tickets to the right department or team member based on custom rules, ensuring a fast and efficient response.
Service Level Agreements (SLAs):

Set and monitor response time goals to ensure your team is meeting customer expectations and providing timely support.
Integrated Knowledge Base:

Create a self-service knowledge base of help articles. Empower customers to find answers on their own and reduce your team's support volume.

Turn customer support from a cost center into a powerful driver of customer loyalty and retention.

Support & Ticketing Features Included:

Automated Ticket Creation from Email (Email Piping)
Customizable Public Support Ticket Form
Organize Tickets into Departments & Services
Auto-Close Inactive Tickets
Customizable Ticket Email Templates & Canned Responses
Integrated Knowledge Base for Self-Service
Customer Surveys for Feedback Collection

Timesheets & Performance Reports

Optimize resource allocation and understand team productivity with detailed timesheets. Employees can easily track hours against specific tasks and projects. Generate insightful reports to analyze time spent, ensure accurate project billing, and evaluate team performance for continuous improvement.

Track Time, Measure Productivity:

Easy Time Entry:

Allow your team to log time manually or use a built-in timer. Track hours against specific projects and tasks for granular accuracy.
Billable vs. Non-Billable Hours:

Clearly distinguish between billable work for clients and non-billable internal time to understand true project costs and team utilization.
Approval Workflow:

Implement an approval process where managers can review and approve timesheets before they are processed for payroll or client billing.
Productivity & Utilization Reports:

Generate detailed reports to see how time is distributed across projects and clients, identify top performers, and analyze team capacity.

Gain critical insights into your most valuable resource—your team’s time—to improve billing accuracy and operational efficiency.

Timesheets & Reports Key Features Included:

Easy Time Entry (Manual & Built-in Timer)
Track Billable vs. Non-Billable Hours
Manager Approval Workflow for Timesheets
Detailed Productivity & Utilization Reports
Assign multiple staff timers per task

Personalized Custom Dashboards

Get an instant, at-a-glance overview of your business performance. Create personalized dashboards by dragging and dropping widgets to visualize the KPIs that matter most to you. Monitor sales funnels, project progress, financial health, and team workload in real-time to stay informed and in control.

Your Business, Your Data, Your View:

Drag-and-Drop Interface:

Build your perfect dashboard with ease. Simply choose from a library of widgets and arrange them to create a layout that works for you.
Role-Based Dashboards:

Create different dashboards for different roles. Your sales team can see their pipeline and targets, while project managers see project health and milestones.
Real-Time Data Visualization:

Your dashboard widgets update in real-time, pulling data from across the platform to give you the most current view of your business health.
Key Performance Indicators (KPIs):

Track your most important metrics, such as new leads, conversion rate, outstanding invoices, project profitability, and more, all in one place.

Start your day with a clear, personalized view of what matters most, empowering you to make faster, more informed decisions.

Custom Dashboard Key Features Included:

Testimonials

Hear from Our Satisfied Clients

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4.8 Boost Lead Conversion with CruxOps

CruxOps has completely transformed the way we manage our customer relationships. The automation features have saved my team hours every week, and the real-time analytics give us insights we never had before. We’ve seen a 25% increase in lead conversion since integrating the platform. It’s an absolute game-changer!

Rohan Sharma (Mumbai, India)

Founder & CEO, Elite Business Solutions

4.8 Streamline Client Management with CruxOps

I’ve tried several CRM platforms, but nothing compares to CruxOps. The user-friendly interface, combined with powerful automation tools, makes managing client interactions seamless. Since implementing CruxOps, we’ve streamlined our follow-up process and improved our client retention by 30%. Highly recommended for any service-based business.

Priya Patel (Bengaluru, India)

Managing Director, Patel Legal Consultant

4.8 Enhance Workflow Efficiency with CruxOps

Using CruxOps has been one of the best decisions we made this year. We used to struggle with scattered client data and missed follow-ups, but CruxOps brought everything under one roof. Their support team is also incredibly responsive, which is rare in the CRM space. Our workflow efficiency has improved by 40%!

Vikram Singh (Delhi, India)

Operations Manager, FutureTech Innovations

4.8 Boost Lead Generation & Sales with CruxOps

As a growing agency, keeping track of leads and client communication was overwhelming. CruxOps has made it simple to organize and track all our data in one place. Since switching to CruxOps, we’ve seen our lead generation and closing rates improve significantly. It’s like having an extra team member dedicated to CRM!

Anjali Mehta (Pune, India)

Founder, Mehta Marketing Agency

4.8 CruxOps: An Indispensable Business Tool

CruxOps is hands down the best CRM we’ve used. It’s incredibly intuitive and has customizable features that adapt to our specific business needs. We’ve seen an impressive boost in customer satisfaction, and our sales cycle has shortened by nearly 20%. It’s become an indispensable tool for our team.

Sameer Gupta (Hyderabad, India)

COO, Horizon Ventures

Team Behind Crux Ops

The Powerhouse Team Behind Your Next power Move

Aniket Karmakar

Founder - Crux Ops CRM Service

Farooq Hasan

Marketing - BeSocialGoMobile

Michael Bennett

Chief Marketing Officer

Let's Get Started.

Ready to Elevate Your Business with Crux Ops?

Ready to take your business to the next level? Contact us today to learn more about Crux Ops and schedule a demo.

Email

info@cruxops.com

Phone

+1-800-123-4567

Home

Crux Ops CRM

The Core Solution to Operational Excellence.

Streamline Operations, Boost Efficiency, and Drive Growth

Our CRM Marekting Partners

Who We Are

Your Partner in CRM Management

1 K+

August 2024

Crux Ops Founded

October 2024

Launch of the Crux Ops CRM Service

Our Core Features

Empowering Your Business with Streamlined Processes

01

Proposal Creation

02

Project Management

03

Invoice Creation

04

Task Management

All Features

Comprehensive CRM Solutions For All Your Management Needs

Lead Management

Estimate Creation

Contract Creation

Start Your Management Journey with Crux OPs

See How Crux Ops Has Transformed Businesses

CruxOps Features

The All-in-One Platform for Business Growth

CRM & Lead Management

What You Can Achieve with Our CRM:

Automated Lead Capture:

Visual Sales Pipeline:

Lead Nurturing Automation:

Activity Tracking & Reminders:

Lead Management Key Features Included::

360° Client Management

A Single Source of Truth for Every Customer:

Unified Client Profiles:

Complete Communication History:

Project & Financial Overview:

Client Segmentation:

Client Management Key Features Included:

Agile Project Management

Manage Projects with Clarity and Control:

Multiple Project Views:

Budget & Expense Tracking:

Resource Management:

Milestone Tracking:

Project Management Key Features Included:

Collaborative Task Management

Streamline Your Team's Daily Workflow:

Task Dependencies & Subtasks:

Prioritization & Deadlines:

Real-Time Collaboration:

Recurring Tasks:

Task Management Key Features Included:

Professional Proposal Builder

Craft Proposals That Close Deals:

Customizable Templates:

Interactive Pricing Tables:

Proposal Analytics:

E-Signatures & Approval:

Proposal Creation Key Features Included:

Accurate Estimate Generation

Build Trust with Transparent Quoting:

Itemized Cost Breakdowns:

Multiple Currencies & Taxes:

Version Control:

One-Click Conversion:

Estimate Creation Key Features Included:

Automated Invoicing & Billing

Simplify Your Billing, Accelerate Your Cash Flow:

Recurring Invoices:

Online Payment Integration:

Automated Payment Reminders:

Time & Expense Billing:

Invoice Creation Key Features Included:

Comprehensive CRM Solutions For
All Your Management Needs