Connect selling services with delivering them
Move from prospect and quotation context into projects while keeping ownership, people, organizations, and history connected.
Start with Early AccessWhere teams lose time
Common operational friction this solution is designed to reduce.
Sales and delivery use separate records
Teams re-enter customer information when a proposal turns into project work.
Handoffs lose accountability
It becomes unclear who owns the commercial relationship and who owns delivery.
How Fenix CRM helps
Connect the relevant CRM capabilities into one clearer workflow.
Customer records
Reuse people and organizations across commercial and project work.
Quotations
Keep service proposals connected to the customer context.
Project handoff
Relate leads and customer work to projects and project teams.
Access teams
Scope operational access to the users who need the project.