Sales context
Pipelines, decisions, and follow-up stay visible
Use visual sales views, ownership, activities, project context, and history to understand what needs attention next.
Early Access capability map
More than a contact database: a connected operating system for customer work
Fenix CRM connects customer records, pipelines, Kanban, onboarding, products, inventory, sales documents, projects, communication, billing, integrations, reporting, and durable workflow automation in one tenant-aware workspace.
8
Product areas
9
Capability groups
AR + EN
Arabic + English + French
RTL + LTR
RTL + LTR
Product media
See the workspace, not only the feature list
The current product screenshot is combined with temporary Early Access visual media so the page explains how the product feels as well as what it can do.
fenixcrm / workspace
Current product screenshot
A workspace designed around connected records
The application keeps customer context, commercial work, communication, and operational actions close together instead of sending users through disconnected tools.
Shared workspace
One customer context for the whole team
Sales, operations, projects, and communication can work from the same underlying company and customer records.
Illustrative stock media is temporary during Early Access and can be replaced with final Fenix CRM product recordings and screenshots.
Product areas
Eight connected areas for daily work
Each area has its own data and UI, while the records remain connected so the team does not rebuild customer context in every module.
Sales & Kanban
Leads, pipelines, stages, ownership, stage history, activities, followers, targets, and Kanban views.
Available nowCustomers
People, organizations, contact groups, notes, tags, timelines, relationships, followers, and custom fields.
Available nowProducts & inventory
Product catalog, warehouses, stock balances, movement history, and operational stock context.
Available nowSales documents
Quotations, invoices, document sequencing, reusable templates, products, and customer context.
Available nowWorkflow automation
Definitions, versions, triggers, conditions, actions, enrollment, durable waits, retries, runs, and recovery.
Available nowCommunication & integrations
WhatsApp Business, SMTP, multilingual email templates, API keys, Webhooks, and public Web Forms.
Available nowProjects & onboarding
Projects, membership, access teams, sales handoff, onboarding flows, steps, progress, preferences, and conditions.
Available nowData & reporting
Imports, exports, dashboards, metrics, operational summaries, structured data capture, and audit-oriented context.
Available now
Feature deep dives
Follow the work from first lead to long-term customer operations
Fenix CRM is intentionally modular, but the modules are designed to hand context to each other. These deeper sections show the product as workflows rather than isolated checkboxes.
Available now
Run the sales pipeline from list, detail, and Kanban views
Track ownership, qualification, stage movement, next actions, related people, organizations, projects, and customer history without losing the original lead context.
- Multiple pipelines, configurable stages, and Kanban movement.
- Lead ownership, followers, tags, notes, custom fields, and activity history.
- Calls, meetings, tasks, and follow-up kept beside the sales record.
- Project-aware sales context, targets, and transfer history.
Early Access / evolving
Build durable Workflow automation instead of one-request rules
Design versioned workflows with visual nodes and edges, publish safely, enroll matching records, inspect runs, and recover work that waits or needs another attempt.
- Drawflow-based visual authoring with canonical workflow JSON underneath.
- Triggers, conditions, actions, versions, publishing, and lifecycle authorization.
- Enrollment, durable waits, retries, cancellation, leasing, and recovery.
- Transactional event and outbox foundations for reliable execution.
Available now
Guide each workspace through configurable onboarding
Create onboarding flows and steps that adapt to the company, panel, progress, preferences, and conditions instead of relying on one static welcome checklist.
- Reusable onboarding flows and ordered steps.
- Per-user and per-scope progress tracking.
- Preferences, visibility conditions, skip logic, and completion state.
- Media-aware onboarding steps for richer guidance during Early Access.
Early Access / evolving
Keep communication attached to CRM context
Connect WhatsApp Business and SMTP, reuse translated email templates, expose controlled APIs, accept Web Forms, and publish outbound Webhooks without splitting customer history across systems.
- WhatsApp Business setup, conversations, inbox, Cloud API service, and webhook processing.
- Tenant-aware SMTP accounts and multilingual email-template authoring.
- API key lifecycle, abilities, rotation, throttling, and audit trail.
- Public Web Forms and generic outbound Webhooks for external automation.
Available now
Move from products and stock to quotations and invoices
Commercial operations stay connected to the same customer and project context, giving teams a clearer line from what is being sold to what is being delivered.
- Product catalog, warehouses, stock balances, and movement history.
- Quotations and invoices linked to commercial context.
- Document sequencing and reusable sales-document templates.
- Project selection and customer context across commercial records.
Available now
Operate as a multi-company SaaS product, not a single shared database
Tenancy, access control, subscriptions, plans, localization, CMS content, and integration boundaries provide the platform layer that the CRM modules rely on.
- Company-aware data boundaries, roles, permissions, and access teams.
- Plans, trials, entitlements, subscription history, invoices, and prorated upgrades.
- Arabic, English, and French localization with RTL and LTR public/application UI.
- Public CMS with Blog, Changelog, Glossary, Comparisons, Integrations, Solutions, and Documentation.
Video walkthroughs
Add motion to the product story
These temporary Early Access videos are illustrative stock footage. The section is ready for real Fenix CRM screen recordings as soon as they are available.
Workflow & planning
From manual stages to repeatable processes
Use this slot for a short Workflow builder and run-history recording when the final product capture is ready.
Team operations
Shared customer context across teams
Use this slot for a real end-to-end CRM journey showing sales, communication, projects, and billing working together.
Connected customer lifecycle
One record can move through the whole customer journey
The goal is not to create more tabs. It is to preserve context as work moves between people, modules, and automation.
01
Capture
Create or import a lead, receive a Web Form, or accept external data through controlled integration entry points.
02
Qualify
Assign ownership, move through pipeline stages, schedule activities, and keep notes and structured fields.
03
Sell
Connect products, quotations, invoices, project context, and the commercial decision.
04
Deliver
Continue work through projects, access teams, targets, onboarding, and operational context.
05
Automate
Enroll records into versioned workflows, wait durably, retry safely, and inspect execution history.
06
Communicate
Use WhatsApp, SMTP, multilingual templates, Webhooks, and external integrations around the same record.
07
Measure
Use dashboards, exports, reporting surfaces, audit context, and Changelog-backed product transparency.
Available in the current product
A broader Early Access capability matrix
The list below is grounded in the modules, models, settings, migrations, merged work, and application surfaces represented in the repository. Some behavior is still being hardened during Early Access.
Available now
Early Access / evolving
CRM & sales
Core customer and pipeline records for accountable sales work.
- Leads and lead ownership Available now
- Multiple pipelines and stages Available now
- Kanban pipeline views Available now
- Stage transition history Available now
- Activities: calls, meetings, tasks, and follow-up Available now
- People and organizations Available now
- Contact groups and relationships Available now
- Notes, tags, followers, and timeline context Available now
- Custom fields for adaptable records Available now
- Lead-to-project relationships and transfer history Available now
- Project-aware sales targets and commissions Available now
- Click-to-WhatsApp lead attribution foundations Early Access / evolving
Products, inventory & documents
Commercial operations kept close to the customer and sales process.
- Product catalog Available now
- Warehouses and stock locations Available now
- Stock balances and stock movement history Available now
- Quotations Available now
- Invoices Available now
- Sales-document sequencing Available now
- Reusable document templates Available now
- Products and customer context inside commercial documents Available now
- Project selectors across invoices and quotations Available now
- Operational stock history for traceable changes Available now
Workflow automation
A versioned, tenant-aware automation runtime instead of one-request-only rules.
- Drawflow-based visual workflow authoring Available now
- Workflow definitions and published versions Available now
- Nodes, edges, triggers, conditions, and actions Available now
- Workflow runs and execution records Available now
- Enrollment with version-pinned execution Early Access / evolving
- Deterministic re-enrollment rules Early Access / evolving
- Durable waits and runtime recovery Early Access / evolving
- Run leasing, cancellation, and retry behavior Early Access / evolving
- Transactional workflow event/outbox foundations Early Access / evolving
- Tenant-aware workflow authorization and lifecycle controls Available now
- Core Lead actions inside durable workflow runs Early Access / evolving
Communication & integrations
Provider configuration and controlled external boundaries for moving data and messages.
- WhatsApp Business Embedded Signup foundations Early Access / evolving
- WhatsApp contacts, conversations, inbox, and latest-message context Early Access / evolving
- WhatsApp Cloud API service and signed webhook processing Early Access / evolving
- Tenant-aware SMTP accounts and workspace mail delivery Available now
- Reusable multilingual email templates with locale fallback Available now
- Visual email-template authoring foundation with Unlayer Early Access / evolving
- API Keys for controlled external access Available now
- Outbound Webhooks for selected events Early Access / evolving
- Public and embeddable Web Forms Available now
- Zapier compatibility through generic Webhooks Early Access / evolving
Projects & teams
Continue work after the sale with project-aware access and responsibility.
- Projects and project membership Available now
- Project access teams Available now
- Lead-to-project sales handoff Available now
- Project-user sales targets and commissions Available now
- Project selectors across sales dashboard, leads, invoices, and quotations Available now
- Project-aware Kanban context Available now
- Company teams and translated team names Available now
- Member roles and project-member management Available now
Onboarding & adoption
Structured guidance for configuring and adopting each workspace.
- Onboarding flows and ordered steps Available now
- Per-subject onboarding progress Available now
- Per-scope onboarding progress Available now
- Onboarding preferences Available now
- Reusable onboarding conditions Available now
- Visibility rules and skip behavior Available now
- Configurable progress surfaces Available now
- Supporting media inside onboarding steps Early Access / evolving
Billing & subscription lifecycle
Commercial SaaS controls for plans, access, review, and subscription changes.
- Starter, Growth, and Enterprise plan structures Available now
- Trials, limits, and feature entitlements Available now
- Plan comparison and subscription history Available now
- Tenant-safe prorated plan upgrades Available now
- License-key redemption Available now
- Printable invoices and recent invoice history Available now
- Cancel-at-period-end and resume-before-end behavior Available now
- Manual review and payment-gateway fallback paths Available now
- Company review lifecycle for pending, approved, rejected, suspended, and blocked states Available now
Platform, security & data governance
Foundations required for a multi-company SaaS product rather than a single-team database.
- Company / tenant-aware data boundaries Available now
- Roles and permissions Available now
- Panel-aware tenant access boundaries Available now
- Super Admin support impersonation with controlled return flow Available now
- Arabic, English, and French localization Available now
- RTL and LTR direction-aware public/application UI Available now
- Import workflows Available now
- Export workflows Available now
- Dashboards, metrics, and reporting surfaces Early Access / evolving
- Audit-oriented activity and lifecycle records Available now
Public CMS & product knowledge
Public product education and discovery surfaces managed inside the same modular application.
- Trilingual Blog with categories and translated content Available now
- Repository-backed Early Access Changelog Available now
- Glossary knowledge library Available now
- Comparison guides Available now
- Integration catalog Available now
- Solution playbooks Available now
- Structured Documentation library Available now
- Localized public product and pricing pages Available now
Future direction — not a delivery promise
What can come after the Early Access core is stable
These items are intentionally separated from current features. They describe product direction and may change, be reduced, or be reordered based on validation and technical priorities.
Native Google Workspace connectivity
Deeper Google account, calendar, mail, and productivity integration beyond generic SMTP/API/Webhook paths.
Native Microsoft 365 connectivity
Deeper Microsoft account, calendar, mail, and productivity workflows.
Native Slack application
Move beyond generic Webhooks to authenticated Slack triggers, actions, and notifications.
Native Meta Ads lead intake
Complete Facebook/Instagram Lead Ads ingestion and richer Click-to-WhatsApp attribution.
Richer forecasting and analytics
More configurable dashboards, funnel analysis, forecasts, cohort views, and operational BI.
Calendar and meeting synchronization
Two-way scheduling and meeting context connected to CRM activities.
Mobile and offline-first workflows
More resilient field workflows for users working away from a desktop connection.
AI-assisted CRM work
Optional summarization, classification, drafting, and insight generation with explicit authorization boundaries.
Broader integration marketplace
Reusable integrations for accounting, automation, communication, storage, and business applications.
Advanced enterprise identity
SSO, SCIM, and enterprise provisioning when customer requirements justify them.
Accounting platform connectors
Native synchronization paths for accounting systems instead of relying only on generic APIs and exports.
Customer portal experiences
Controlled external access for customers to selected documents, project information, requests, or collaboration.
Approval and e-signature workflows
More formal review, approval, and signature steps around sales and operational documents.
Broader omnichannel inbox
Extend the unified communication model beyond current WhatsApp and email-oriented surfaces.
Warehouse and BI connectors
More direct paths into analytics warehouses and external BI tools for larger reporting workloads.
Early Access
Current features and future direction are deliberately separated
Anything in the current capability matrix is represented in the application today, although Early Access items can still change. Roadmap items are not commitments and should not be used as a promise of a delivery date.
Review the changelogEvaluate Fenix CRM with your real workflow
Start a trial to test the current product, or talk with the team about requirements that depend on Early Access or roadmap capabilities.