01Area · Sales and CRM
Sales and CRM: from inquiry to signed deal
Leads, opportunities, quotes, contracts, campaigns and customer support in one system. Draivix reads incoming inquiries, assigns them to a sales rep and drafts a quote from your price lists.
From the very first minute, every inquiry has an owner, a history and a next step. The sales rep decides; the system prepares.
- 8
- modules
- 99
- capabilities
- 43
- record types
- 36
- automations
02Modules in this area
- CRM and sales pipelineProspects, leads and sales opportunities with controlled stages, forecasting and cashflowLearn more
- Marketing and bulk emailsCampaigns, target lists, and bulk emails with open, click, and unsubscribe tracking14 capabilities9 recordsLearn more
- Helpdesk and customer supportTickets from email inboxes, queues, custom workflows, and AI request routing14 capabilities9 recordsLearn more
- Contract managementContract, NDA and addendum register with line items, payment schedules and text versions12 capabilities4 recordsLearn more
- Courses and trainingCourse sessions with capacity limits, public registration, waiting lists, attendance and questionnaires14 capabilities7 recordsLearn more
- Public tendersRegister of Czech and Slovak public tenders with suitability scoring and bid status tracking10 capabilities2 recordsLearn more
- Social media post schedulingContent calendar, post scheduling and media library for social networks11 capabilities3 recordsLearn more
- Matomo web analyticsImport visits, visitors, and daily website and page metrics from Matomo12 capabilities4 recordsLearn more
03Other areas
- Finance and accountingInvoices, banking, Czech VAT and period close.
- Inventory and manufacturingReceiving, picking, production orders.
- Projects and field serviceTasks, callouts, service reports.
- HR and attendanceEmployees, leave, payroll.
- CommunicationEmail, phone, chat, WhatsApp.
- AI and integrationsDocument extraction, Czech data boxes, Pohoda.
- Website and e-shopWebsite, store, orders.
- Platform and toolsDashboards, reports, documents, workflows.