CRM
Customer relationships
Track leads, customers, and deals. Send quotes and follow up automatically.
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Codeblix CRM is the customer-relationship module for Mauritius businesses. Track leads, customers, and deals in one place. Send quotes that convert to invoices in one click.
What it does
Codeblix CRM handles contacts (customers, prospects, suppliers), pipeline tracking, quotes, tasks, notes, and email integration. Designed for Mauritius SMBs that want one source of truth for customer interactions.
Why it matters
Most Mauritius SMBs lose deals because of “I forgot to follow up”. Codeblix CRM makes that impossible. Every lead, customer, and deal is in one place with tasks, notes, and reminders.
Contact management
Customers, prospects, and suppliers in one place. BRN, TAN, VAT number, address, contact details, history. Records are shared across CRM, invoicing, POS, and accounting.
Pipeline tracking
Visual deal pipeline. Drag and drop to move stages. See exactly where every deal is and what is needed to close it.
Quotes
Send quotes that convert to invoices in one click. Pre-filled with customer and item details. Track open, viewed, and accepted status.
Email integration
Send and track emails from inside the CRM. See when customers open your emails. Get click notifications.
Tasks and notes
Schedule follow-ups. Never forget a callback. Notes are tied to the contact, deal, or quote for full context.
Pricing
Codeblix CRM is included in every Codeblix plan at no extra cost. Unlimited contacts, unlimited deals.
Internal links
See related features: Pipeline Tracking, Quotes, Email Tracking. See Invoicing and Codeblix vs QuickBooks.
Implementation notes for Mauritius businesses
When a Mauritius business evaluates Crm, the practical question is not only whether the feature exists, but whether it works with MRA e-invoicing, VAT reporting, staff permissions, audit trails, and the day-to-day workflow of a local company. Codeblix is built around those local requirements, so the module connects naturally with invoices, customers, items, reports, and fiscal records instead of living as a disconnected add-on.
For teams moving from spreadsheets or a legacy desktop tool, the recommended approach is to start with the core workflow, import the clean master data first, test with a small group of users, then roll out branch by branch or department by department. This avoids disruption while giving management better visibility from the first week.
What to check before going live
Before launch, confirm user roles, tax settings, document numbering, product and customer data, and backup access. If the module touches invoices or receipts, also test the offline flow, PDF output, and reporting exports. A good implementation should leave the business with clearer records, faster processing, and fewer manual corrections.
Buying and rollout advice
Before choosing software for Crm, ask for a workflow demonstration using your own type of transaction, not only sample data. The test should include the normal case, a correction, a credit note or refund where relevant, a report export, and the user permissions your team will actually use. This quickly shows whether the system is ready for daily work or only looks good in a short demo.
Also check support and onboarding. For Mauritius businesses, local context matters: VAT treatment, MRA fiscalisation, offline behaviour, document wording, accountant expectations, and staff training can all affect the success of the rollout. A good implementation should make these details clear before go-live.
Why Codeblix is a strong fit
Codeblix is built around the Mauritius compliance environment and the practical needs of small and medium businesses. The platform is designed to keep invoicing, POS, inventory, accounting, reports, and customer records connected, so owners can reduce manual reconciliation and operate with cleaner data.
The best result is a system your staff can use every day without workarounds. That means clear screens, reliable records, exportable reports, controlled access, and a support team that understands the local EBS requirements.
Key features
Contact management
Customers, prospects, and suppliers in one place.
Pipeline tracking
Visual deal pipeline. Drag and drop to move stages.
Quotes
Send quotes that convert to invoices in one click.
Email integration
Send and track emails from inside the CRM.
Tasks and notes
Schedule follow-ups. Never forget a callback.
Explore CRM features
Benefits
- Close more deals — Never lose a lead to "I forgot to follow up".
- Better customer data — One source of truth for every customer interaction.
- MRA compliance by default — Every screen in CRM produces MRA-compliant output. No manual steps, no third-party plugins, no annual fees.
- Local support, local team — Support team based in Chamouny, Mauritius. Phone, WhatsApp, email, and on-site visits available. No offshore call centres.
- Data sovereignty — Your data stays in Mauritius. Local servers, local backups, local disaster recovery. Compliant with the Data Protection Act 2017.
- No per-transaction fees — Unlike most EBS providers, we do not charge per invoice or per fiscalisation. Your monthly fee is fixed.
Frequently asked questions
Does the CRM integrate with invoicing?
Yes. Customer records are shared across CRM, invoicing, POS, and accounting. One source of truth.
Can I track deal status visually?
Yes. Visual deal pipeline with drag-and-drop to move stages. See exactly where every deal is.
Can quotes convert to invoices?
Yes. One click converts an accepted quote to a MRA-fiscalised invoice.
How much does Codeblix CRM cost?
Included in every Codeblix plan at no extra cost. Unlimited contacts and deals.