ERIX CRMNew
Enquiries from your form links, booking page and chats land in your pipeline. Move deals in one drag and book appointments in Indian time. Proposals, GST invoices and payment links are coming soon.
Your businessEnquiry₹3,05,000₹1,20,000
Meera Iyer
2BHK, Wakad · ₹1,20,000
Rohan Mehta
3BHK, Baner · ₹1,85,000
Site visit booked₹1,25,000₹3,10,000
Ravi Kumar
Plot, Hinjewadi · ₹1,25,000
Rohan Mehta
3BHK, Baner · ₹1,85,000
RM Timeline
- WhatsApp: “Is the 3BHK at Baner still available?”Fri, 9:42 pm
- AI agent answered from the Baner listingFri, 9:42 pm
- Site visit booked for Sat, 11:30 amFri, 9:44 pm
- Proposal PRO-0018 accepted on a phoneMon, 11:20 am
Everything about a customer, from first chat to booked visit
Contacts, pipeline, forms, bookings and the numbers behind them, on one record.
ContactsERIX CRM
One customer, one record, every channel
Chats and calls land on the same contact, matched by phone. Custom fields, saved views and import, and a timeline of every message, call, run and booking.
RMSite visit bookedRohan Mehta
3BHK, Baner · ₹1,85,000
Connect9:42 pm
WhatsApp: “Is the 3BHK at Baner still available?”
AI agent9:42 pm
Answered from the Baner listing
CRM9:44 pm
Site visit booked for Saturday, 4 pm
FlowFri, 10:00 am
Reminder sent on WhatsApp
CRMSat, 5:10 pm
Moved to Site visit done
FlowMon, 11:31 am
Follow-up sent on WhatsApp
PipelineERIX CRM
Drag a deal, see the money move
Board or list, with stages made for your trade, won and lost stages, and every total in rupees. Run more than one pipeline if you sell more than one thing.
FormsERIX CRM
Forms you share as a link
ERIX hosts the form. Share the link on WhatsApp or on your Google Business Profile, and every reply becomes a contact in your pipeline.
AppointmentsERIX CRM
Bookings in IST, never double-booked
Appointment types, open slots and a public booking page, with Google Calendar and Meet links and reminders. The AI agent can offer slots and book too.
AnalyticsERIX CRM
Numbers you can act on
New contacts over time, and the open deal value at every stage of your pipeline, in rupees with lakh and crore in the summaries.
Getting started with ERIX CRM
- 1
Pick your business type. A real estate agent starts with Inquiry → Site Visit Scheduled → Site Visit Done → Shortlisted → Token Paid → Agreement Signed → Closed or Lost. Clinics, coaching institutes, online stores and agencies get their own stages.
- 2
Share your form and booking links on WhatsApp or on your Google Business Profile. Each enquiry lands in the first stage of your pipeline.
- 3
Chat from the inbox and drag the card forward as the enquiry moves on.
Guides for ERIX CRM
- FeatureContacts and pipeline for Indian SMBsEvery enquiry on one board, so you always know who is new, who has visited and who is ready to pay, without a notebook or an Excel sheet.
- FeatureAutomations on your CRMAutomations that react to your pipeline live in ERIX Flow. They start when something happens in your CRM and act on the same contact.
- Use caseERIX for real estate agents and buildersBuilt for how property is sold in India: enquiries at night, site visits at the weekend, follow-ups on WhatsApp and a token amount at the end.
- Use caseERIX for clinics and healthcare practicesPatients ask on WhatsApp, book from a link and expect a reminder. ERIX handles the routine and leaves anything medical to your team.
- Use caseERIX for coaching institutesParents enquire at night and decide over a week. ERIX answers the routine questions, books the counselling session and keeps the follow-up going.
- Use caseERIX for D2C and local brandsAnswer order questions from one inbox, send offers on WhatsApp with templates WhatsApp has approved, and follow up with every enquiry.
- GuideGoogle Calendar and Meet bookingsCustomers pick a free slot, and the meeting appears on your Google Calendar with a Meet link. You set it up once.
Coming soon
- Projects, e-sign and a client portal
- Proposals, GST invoices and payment links
- ERIX for marketing agencies
- ERIX for CAs, lawyers and consultants
- Collect payments with Razorpay links