CRM
Customer relationships
Track leads, customers, and deals. Send quotes and follow up automatically.
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.
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.
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.