The Ixonn SDM includes all features of the Ixonn CRM (a Multi-channel customer relationship and leads management - ixonn.com/crm).
Manage the sales lifecycle from lead to customer conversion capturing all opportunities.
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.

Managing and invoicing projects made easy with the Powerful Project Management Feature.
Track staff time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff. Gantt visualisation.

Have a clear view of the time logged for each task, filters to see total logged time by project and staff member.

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

Manage transactions, add tasks, personalise status overview, track accounts, data analytics overview of your transactions.

The excellent support system that helps you track and resolve issues quickly with the ability to auto-open ticket from email, insert knowledge base links, add predefined replies.
Embed ticket form with an iframe on unlimited external
websites and receive the tickets directly in your Ixonn CRM
instance. If the sender is already a customer, the system will
auto recognise and auto add the imported ticket under the
customer profile.

Supplier services, asset lifecycle per location and status tracking.

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.

Create knowledge base articles and organise them in groups.
Help your customers and build trust.

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!