Powerful CRM platform for business growth
Manage customers, projects, leads, and support — all in one platform. PEX CRM is flexible, scalable, and designed to fit any business.
Overflowing with useful features
Everything your team needs to manage clients, projects, billing, and support in one powerful CRM. Built for flexibility and performance.
Smart CRM to grow better and faster
PEX CRM helps you simplify client management, track sales performance, and improve productivity — all with real-time insights and automation.
Project & Task Automation
Organize projects, assign tasks, and track progress with built-in time logging and task timers.
Lead & Customer Management
Capture leads, nurture opportunities, convert to clients, and track every interaction from one dashboard.
Invoicing & Subscriptions
Generate invoices, accept payments, and manage recurring subscriptions through Stripe, PayPal, and more.
Proposals & Estimates
Build stunning proposals and estimates with drag-and-drop ease, and monitor customer engagement with notifications.
Built for Productivity
Real interface from PEX CRM’s project dashboard
PEX CRM’s Project Management module gives you a comprehensive workspace to plan, track, and bill projects—ideal for service-based businesses, agencies, and internal teams.
- Project Overview Panel
- Task Progress Tracker
- Time Tracking
- Expense Management
- Gantt Chart + Milestones
- One-Click Actions
- Client & Team Collaboration
Sales module and lead profile interface from PEX CRM
The Sales & Leads module in PEX CRM centralizes your entire customer acquisition pipeline—from capturing leads to closing deals with invoicing.
- Lead Staging & Pipeline
- Lead Profile Panel
- Proposals & Estimates
- Conversion to Customer
- Sales Hierarchy
Streamline your billing and get paid faster
PEX CRM provides a powerful invoicing and payment system designed for small to medium-sized businesses. You can easily create, send, and manage professional invoices directly from the dashboard. The system supports recurring invoices, partial payments, overdue tracking, and detailed payment receipts.
- Invoice Management
- Payment Tracking
- Payment Receipts
- Multiple Payment Methods
- Clear Reporting
Deliver world-class support with built-in ticketing and knowledge base tools.
PEX CRM provides a robust customer support system, including a full-featured ticket management interface that allows your team to efficiently handle customer inquiries by priority, department, and status. Tickets can be tagged, assigned, and tracked with real-time updates, keeping your team organized and responsive.
- Multi-channel support tracking
- Knowledge base integration
- Ticket status management (Open, In Progress, Closed, etc.)
- Department and priority routing
- Smart reply editor and internal notes
Track what matters most with real-time reports across sales, expenses, leads, timesheets, and more.
PEX CRM’s reporting engine helps you uncover insights with ease:
- Visual dashboards and exportable data
- Compare income vs. expenses to manage profitability
- Analyze team performance and lead sources
- Review knowledge base article usage and engagement
- Stay informed and make data-backed decisions faster.
Real-time analytics & reporting
Measure your business health with insightful dashboards. Track revenue, expenses, sales goals, and productivity from a centralized interface.
Our solutions, your success
80K+
Global installations
PEX CRM is used by thousands of businesses worldwide.
600%
Return on investment
Our users report massive productivity and efficiency gains.
30-Day
Money-back guarantee
Try our SaaS risk-free — full refund if not satisfied.
100%
Deployment flexibility
Host it your way: SaaS or self-hosted — total control.
Get more value from your tools
Connect your favorite tools with PEX CRM to streamline your workflow, automate processes, and improve team collaboration.
AI Integration
Fine-tune OpenAI models with your knowledge base and predefined replies content for more accurate responses.
View integrationPayment Integration
Receive payments from Paypal, Stripe, Square, Mollie, Authorize.net, 2Checkout, PayU Money, Braintree and more.
View integrationPlatform Integrations
Connect with global platforms like Google, Xero, Zoho, QuickBooks, Slack, Sage, and FreshBooks for seamless data sync.
View integrationKnowledge Base Integration
Link helpful articles inside support tickets. Track article performance with feedback votes.
View integrationWeb to Lead Forms
Capture leads from your website directly into PEX CRM with customizable forms.
View integrationREST API Access
Build custom workflows, apps, and integrations with our powerful API.
View integrationPlans that fit your scale
We believe PEX CRM should be accessible to all companies, no matter the size.
$39
$327
Billed Monthly
$89
$747
Billed Monthly
$2900
Pay Once, Use Forever
$4900
Pay Once, Use Forever
Don’t just take our word for it
From startups to enterprises, teams around the world use PEX CRM to power their growth and streamline operations.
PEX CRM became our go-to tool for managing clients and automating workflows. It's essential to our day-to-day.
Emily Harper
Operations Manager
We moved from spreadsheets to PEX CRM and saw immediate improvements in collaboration and visibility.
Daniel Reyes
Sales Lead
Integrating PEX CRM with our billing systems was seamless. We now have real-time insights across departments.
Oley Shroeder
CFO
PEX CRM's self-hosted option gave us the security and control we needed while maintaining a sleek user experience.
Liam Scott
IT Director
Insights to grow smarter
Explore our latest posts on CRM strategies, automation, sales workflows, and productivity tips.
