Infynex CRM

Customer Relationship Management

Every lead.
Every quote.
One pipeline.

Infynex CRM captures leads, builds quotations, tracks calls and meetings, and lets customers start a conversation on your website, Facebook or WhatsApp.

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14-day free trial
No credit card
Cancel anytime

Trusted by Revenue teams at

CSV

bulk import for leads and contacts

PDF

and Excel report export

Chat

web, Facebook and WhatsApp

100%

responsive UI

◆ FEATURES

Everything you need.
Nothing you don’t.

Infynex CRM ships with every module below out of the box - no add-ons, no surprise invoices.

Lead management

Create leads, set pipelines, sources and priorities, assign a rep, and import from CSV or Excel.

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Quote management

Build quotations from your product and service catalog, with taxes, discounts, terms and expiry dates.

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AI chatbot

Answer customers on your website, Facebook Messenger, WhatsApp and Instagram, capture the lead, and hand over to a live agent.

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Contacts

Keep people and companies, with search, bulk import and reminders for birthdays and anniversaries.

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Activity tracking

Log tasks, calls, meetings and follow-ups, and filter the timeline by lead, rep or date.

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Reports

Filter lead reports by pipeline, status, rep and date, then export them to PDF or Excel.

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◆ PIPELINE

A pipeline your team can actually filter.

Set lead types, sources, statuses and priorities. Assign a rep or let them claim the lead, then see every note, document and quotation on the record.

Custom pipelines, types and sources
Bulk import and filtered export
Notes, documents and quotes on the lead

1Lead arrives from a web formOr imported from CSV or Excel

2Assigned to a sales repOr claimed by the rep

3Call, meeting or task loggedFull activity timeline

4Quotation sent from the catalogTax, discount and expiry tracked

◆ CAPTURE

From a website form to a quotation.

A form on your site creates the lead. Assign it, log the follow-up, and send a quotation calculated from your catalog.

Vertexa

“Leads, quotations and follow-ups finally sit on one record. The team stopped rebuilding the same list in spreadsheets.”

Marcus BellCRO, Vertexa

One lead record

◆ PRICING

Simple pricing for
Infynex CRM.

Billed separately from any other Infynex product. Annual plans save 20%.

Starter

LKR 15/ seat / mo

Leads, contacts and activities

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Lead pipelines & assignment
Contacts
Activity tracking
Product & service catalog

Pro

Questions,
answered.

Still curious? Talk to a product expert

Yes. Infynex CRM is a fully standalone product with its own login, pricing, roadmap and support team. You never need to buy anything else to use it.

Most teams are live in under two weeks. You get a guided onboarding plan, ready-made templates and a named implementation specialist for the first 30 days.

Yes. We import from spreadsheets and the most common tools in your category at no extra cost, and validate every record with you before you switch over.

You choose US, EU or APAC data residency. Data is encrypted in transit and at rest, and the platform is SOC 2 Type II and ISO 27001 certified with full audit logs.

Yes - every plan starts with a 14-day free trial. No credit card is required and you can cancel anytime.

◆ MORE FROM INFYNEX