Ixonn Group
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Secure CRM

Secure by design with data encryption and segregation. GDPR compliant. Protected information. Non shared database.
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Customisation

Easy customisable features for any industry.
Drag and drop to adjust the menu items and
remove unnecessary features.
Easily change styles and adjust the colors to fit your brand!
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Analytics Dashboard

Have a clear view of all your company events,
upcoming invoice payments, contracts expirations,
estimates expiration, tasks finish date, reminders.
You’ll never miss anything from the calendar!
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Customer Management

Manage your customers and all their contacts in one place. Keep track of your interactions, adding notes and tasks, to strength your relationship and enhance sales.
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Customer area

The customers area is fully separated from the admin area.
Each customer has their own portal, where they can
keep track of all their related account financial data from your company.
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Web to lead forms

Ixonn CRM Web to Lead feature allows you to build a web
form based on leads fields and custom fields to place it on
your website, landing page, etc, as an iframe.
The visitors can then enter their names, email
addresses, upload attachments and other basic information,
to create a lead directly in the CRM.
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Lead management

Keep track of leads in one place and easily follow their progress.
Ability to auto import leads from email, add notes, create proposals, attach files.
Organise your leads in stages and change stages easily with drag and drop.
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Proposals

Create good looking proposals and impress your potential clients or customers. Include images, tables items, youtube videos, with the powerful editor. Proposal comments allowed for negotiation.
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Invoices

Build professional and great looking
invoices. Attach files and send directly
to your clients, including the invoice
PDF. Ability to setup recurring invoices.
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Payments

Record and receive payments in different currencies.
Auto generated PDF receipt to send to customer.
Ability to add partial payments to invoices.
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Reports

Generate reports and have a clear view of everything.
Keep track of income versus expenses and leads conversions.
Create your own reports with the Report Generator Builder.
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Contracts

Use Contracts feature to lock in current and future sales.
Easily create contract PDF and send the contract directly
to the customer email.
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Tasks

Assign tasks to multiple staff members, add followers, attach files.
Let your staff comment on tasks, and upload files.
Tasks can be related to mostly all important features.
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Easily copy tasks

Copy tasks in no time with all task data
including assignees, followers checklist
items and attachments.
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Personal to-do list

Each staff member has their own personal
to-do items board to increase productivity.
Easily change to do status by the drag and
drop feature enabled.
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Goal tracking

Use the goals tracking feature to keep sales goals in mind.
Ability to notify staff members about failure or success.
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Support system

Great support system that helps you track and resolve issues quickly with ability to auto open ticket from email, insert knowledge base links, add predefined replies.
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Expenses

Create recurring expenses. Set up a recurring expense
and the expense will automatically be created after the specified period.
The period time could be days, weeks, months or years.
Ability to setup expenses billable to customers or specific projects
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Electronic Document Signature

Protect documents with a tamper-evident seal and provide higher assurance around who signed the document.
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Custom fields

You can add custom fields on PDF for invoices,
payments, estimates or proposals, and many important
features. Configure to fit your business.
Ability to show in the customer portal or table.
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Add much more features

Build your system with our SDM solutions.
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Choose the Package that Suits Your Needs

There are a number of packages available. Our terms are flexible and the monthly plans can be changed at any time.

Entry pack this month, or professional next, it is up to you!

Free
All functionalities
1 user
up to 5 Customers records
10 contacts
100 emails per month
5 documents
up to 10 MG storage
Email support
1,000 leads records

Startup Pack

(up to 5 users)

A$ 17.90 per user/mo
up to 1,000 Customer Records
1,000 contacts
1,000 emails per month
500 documents
Up to 512MG storage
email + chat support
10,000 leads records
Dedicated database cluster

Professional pack

(up to 15 users)

A$ 27.90 per user/mo
up to 10,000 Customer Records
10,000 contacts
5,000 emails per month
3,000 documents
1 GB storage
email + chat + phone support
50,000 leads records
Dedicated database cluster
Best Value

Enterprise Pack

(unlimited)

A$ 39.90 per user/mo
up to 200,000 Customer Records
unlimited contacts
20,000 emails per month
10,000 documents
up to 2GB storage
Priority in all support
unlimited leads records
Dedicated database cluster

Our Clients Say’s

“…You made it so simple. Ixonn CRM is so much faster and easier to work with than any other I experienced before. It is Reliable and Intuitive…
Thanks, guys!”
Craig Feuerherdt
H2OX Water Markets
“The secure landing page solution, enhanced our business operations
for our environmental compliance program…
…our team understand the benefits of these cloud solutions.”
Steph Zhu
Climate Change Strategy Delta Air Lines Inc
“…Ixonn’s CRM has been extremely helpful for my business. Starting a new business is not easy but with the product and support provided, it made life a lot easier.
Super recommend it!”
Stefannie Costa
Agape Student Services