Leads
Capture demand, assign an owner, and move every opportunity through a clear pipeline.
Features
What your team gets today
One desk for leads, customers, appointments, and follow-ups. WhatsApp, calendars, and accounting apps can sit on the same records when you use them. HR, inventory, and procurement are not in the product yet.
Day to day
This is the work most teams do every day. Your plan may include a different mix from this list — sales will confirm what you need.
Customers
Keep account history, contacts, and next steps in one record your team can trust.
Deals
Stages, owners, and value from a qualified lead to close - on the same desk.
Appointments
Schedule meetings and visits with ownership and reminders that stay visible.
Follow-ups
Make promised next steps impossible to forget across sales and service.
Quotes
Send a price from the same record, then convert it when the customer says yes.
Invoices
Bill from the CRM. Send the same invoices to QuickBooks when you use it.
Service requests
After-sales work with an owner, so support does not live in a side chat.
Also on this desk
People, files, and alerts stay on the same customer records — not a separate system.
Contacts
People on an account - doctors, coordinators, agents - without a second spreadsheet.
Payments
Record cash against an invoice. This is collections on the bill, not bank reconciliation.
Documents
Attach files to the right lead or customer so context never lives in email alone.
Reports
See what is working and export when finance or leadership asks.
Notifications
Email, in-app, and channel alerts for owners - including Slack or Teams when staff connect them.
Customer portal
A login for your customers to see status and files you share with them.
For your industry
Same CRM. Extra fields and lists that match how that sector already works — listings, lab cases, and similar.
Listings
A catalog of what you sell - properties, courses, packages, or stock - next to the lead.
Cases
Jobs and work orders with a status board. Labs and service teams use this beside the account.
Samples
Trackable items on a case - specimens, impressions, parts - with ownership.
Messaging and drafts
Chat and writing help live on the lead or customer. Your team turns them on inside Caxron when you are ready.
WhatsApp chats sit on the lead or customer. Your team replies from that record.
Chatbot
Welcome and keyword replies on messaging channels. Separate from the WhatsApp staff inbox.
Telegram
Telegram bot messages match to leads. Chatbot can reply with the same rules you already set.
AI Assist
Draft follow-ups and summaries on the lead or customer you have open. Turn it on when you want writing help.
Apps you already use
Connect calendars, ads, and books so follow-ups stay on the same desk. Your team links each app from Settings.
Meta Lead Ads
Instant Form answers become leads in your company CRM. You connect your own Page.
Google Calendar
Send Caxron appointments to Google Calendar. Each person links their Google account.
Outlook
Send Caxron appointments to Outlook. Each person links their Microsoft 365 account.
QuickBooks
Send customers, invoices, and payments to QuickBooks Online. Accounting stays in QuickBooks.
LinkedIn Lead Gen
LinkedIn Lead Gen form answers become leads in your company CRM. You connect your own ad account.
Webhooks
Send form or app data into Caxron, or send Caxron updates out. Works with Zapier, Make, n8n, and website forms.
Accounting later
Same idea as QuickBooks: invoices stay in Caxron, books stay in the accounting app. These two are not for sale yet.
Not for sale yet
Zoho Books
Same idea as QuickBooks: invoices in Caxron, books in Zoho. Not for sale yet.
Not for sale yet
Xero
Same idea as QuickBooks: invoices in Caxron, books in Xero. Not for sale yet.
Not in the product yet
We are not selling these today. They are on the list so you know what Caxron is not.
- HRNot in Caxron today. We are not selling this.
- InventoryNot in Caxron today. We are not selling this.
- ProcurementNot in Caxron today. We are not selling this.
What each plan includes
Basic
Core CRM for a small team getting started.
- Leads, customers, appointments, follow-ups
- Named staff seats
- Self or assisted setup
Premium
Full current catalog for a growing team.
- Everything shipping in the current product
- Named staff seats
- Fair-use limits on heavy traffic
Enterprise
Custom seats, modules, and rollout for larger organizations.
- Everything shipping in the current product
- Priority support
- Custom seats, modules, and limits