From new inquiry to active client project
Keep business-development and delivery context connected for creative, marketing, media, and service agencies.
Start with Early AccessWhere teams lose time
Common operational friction this solution is designed to reduce.
Client context is fragmented
Sales, account management, and project teams may each keep a different version of the customer story.
Follow-up depends on memory
Proposal and renewal opportunities can go quiet without explicit activities.
How Fenix CRM helps
Connect the relevant CRM capabilities into one clearer workflow.
Sales Kanban
Organize inquiries and proposals by meaningful stages.
Client context
Link people, organizations, notes, activities, and tags.
Projects
Continue work after the sale with project membership and access.
Automation
Automate consistent internal actions and reminders around records.