CRM Software
All-in-One Business Management Platform with Native WhatsApp & Telegram Integration
Secure, Scalable, and Fully Customizable | White Label & Source Code Available
From lead generation to final invoicing—our CRM gives you a complete business
control center. With integrated communication tools, automated workflows, and
flexible user roles, it’s the only platform you need to manage sales, HR, projects, and
accounts with full visibility.
Why Choose Our CRM Platform?
• Customizable: Tailor the platform to fit your business processes.
• Scalable: Grow your operations without compromising performance.
• Secure: Built with enterprise-grade security features to protect your data.
Manage Your Sales Pipeline from Start to Close End-to-End Sales Journey Automation
• Streamline your sales process with a guided, customizable journey:
Lead Capture → Assigned → Underwirtting - -> final deal - -> zunk /close deal
Status
• Internal notes, call logs & follow-up reminders
• Auto-assigned tasks and lead ownership
• Instant deal closure notifications to accounts and invoicing team
• Built-in invoicing, payment status tracking, and hand-off to finance
Role-Based Dashboards for Every User
Super Admin, Admin & Staff Roles
Design your internal operations with full role control:
• Super Admin: Complete platform control can create admin for multiple
organization, user management, settings access
• Admin: Department-level control (Sales, HR, Projects, Finance)
• Staff: Assigned task visibility, role-based access to modules
One click permissions & access policies
View dashboards tailored to job functions
Customizable. Scalable. Secure.
Made for Enterprises, Startups & Agencies
Whether you're a growing team or a large-scale enterprise, our CRM adjusts to your
needs with ease.
Enterprise-Grade Security
• AES-256 encryption
• Role-based access control
• GDPR-ready compliance tools
• Two-Factor Authentication (2FA)
White Label & Source Code Access
Rebrand the CRM under your business name or use the source code to build a
completely customized internal system.
Flexible Pricing for Every Use Case
Choose between:
• White Label Subscription: Monthly fee based on users and modules
• Source Code License: One-time license with optional support/maintenance
Why Choose Our CRM Software?
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Fast Time-to-Market
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Scalable & Flexible
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Full Ownership & Control
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24/7 Support
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Cost-Effective
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Beautiful Interface
Key Features of Our CRM Software
Native WhatsApp & Telegram Integration
Communicate directly with your team and clients within the platform, eliminating the need for third-party tools.
Role-Based Dashboards
Assign roles such as Super Admin, Admin, and Staff, ensuring appropriate access and control.
Sales Journey Automation
From lead capture to deal closure, automate your sales process for efficiency.
Integrated Email Module
I Configure SMTP settings and manage email communications effortlessly.
Comprehensive Project Management
Track tasks, milestones, and collaborate effectively with your team.
Custom Workflow Builder
Design and automate end-to-end business processes—like onboarding, task assignments, approvals, and alerts—without writing code. Tailor workflows to your team's unique operations for maximum efficiency.
Why Choose ITIO Innovex For
CRM Software?
1
Proven Expertise & Industry Experience
Backed by years of delivering enterprise-grade solutions, our CRM is trusted by diverse industries for its reliability, scalability, and performance.
2
Advanced Role & Permission Management
Assign Super Admin, Admin, and Staff roles with precise access controls to ensure security, accountability, and team efficiency.
3
Seamless Communication Integration
Communicate instantly via built-in WhatsApp and Telegram modules—no need for third-party connectors.
4
Smart Sales Automation & Tracking
Automate the full sales journey—from lead capture to deal closure—with customizable stages, task reminders, and approval flows.
5
Built-In Email System with SMTP
Send personalized, trackable emails directly from the CRM using your own SMTP setup—ideal for follow-ups, alerts, and invoicing.
6
Custom Workflow & Business Logic Builder
Design and automate internal processes like onboarding, task routing, and status alerts—without writing a single line of code.
7
Integrated Project & Task Management
Plan, assign, and monitor tasks using Gantt charts, Kanban boards, and milestone tracking—all within one dashboard.
8
Fully White-Labeled & Brandable
Rebrand the CRM with your logo, colors, domain, and email templates to offer clients a fully customized experience under your name.
Unified Modules for Every Business Need
Sales CRM
Track leads, assign follow-ups, and convert deals
Integrated communication and activity logging
KPI reports, lead aging, and conversion tracking
HR & Payroll
Employee onboarding, leave management, and attendance tracking
Payroll automation and role-based permissions
Employee self-service portal
Project Management
Kanban & Gantt charts for task tracking
Time logs, file sharing, and milestone-based reporting
Team collaboration tools
Accounts & Invoicing
Auto-generate invoices from closed deals
Link invoices to projects and client records
Payment tracking, overdue alerts, and finance reports
Frequently Asked Questions
Our CRM is a true all-in-one platform. Unlike traditional tools, it offers native WhatsApp and Telegram integration, complete control over user roles, an integrated email system with SMTP setup, and full automation from lead capture to invoicing—all without relying on third-party plugins.
Yes. The system supports Super Admin, Admin, and Staff roles. You can define permissions at a granular level to ensure each user only accesses the tools and data relevant to their role.
Absolutely. Our CRM is built with enterprise-grade security, including AES-256 data encryption, two-factor authentication (2FA), and role-based access controls. It’s also designed to scale—from small teams to large enterprises.
Yes. You can configure your own SMTP credentials and send branded, trackable emails directly from the CRM. This includes follow-ups, invoices, project updates, and more.
Yes. With full source code access (depending on your plan), you can customize modules, add features, and adjust the UI to meet your business needs. Even without coding, many workflows and layouts can be customized through admin settings.
Our CRM has built-in messaging modules that connect directly to WhatsApp (META)and Telegram, enabling your sales and support teams to communicate with clients or internal teams without using third-party connectors. Conversations are stored and linked to client or lead records.
Yes. You can automate actions like lead assignment, task creation, invoice generation, email alerts, and more. Automations can be triggered by events (e.g., deal closure, new lead, overdue task).
The platform supports a complete sales lifecycle—from capturing leads and managing opportunities to closing deals and issuing invoices. Each stage is customizable and can include auto-reminders, task assignments, and internal approvals.
Yes. The HR module includes employee onboarding, attendance tracking, leave approvals, and payroll processing. Role-based access ensures sensitive data is only accessible to authorized HR personnel.
Yes. The project management module allows you to plan, assign, and track tasks using Kanban boards, Gantt charts, and milestones. You can also log time, share files, and collaborate in real time.
We offer technical support, onboarding assistance, and ongoing product training. If you're using the source code version, optional maintenance and upgrade services are also available.
Yes. The white-label version allows you to fully rebrand the platform with your own logo, color scheme, domain, and email templates—offering a seamless experience for your clients or internal teams.
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