Turning visions into softwares

The CRM that helps
close deals faster

A modern, intelligent CRM and lead management platform built for small to medium businesses. Track leads, manage customers, generate quotations, and close deals — all in one place.

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0+ Modules
0+ Businesses
0% Uptime
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Genlix CRM Dashboard
New Lead
Acme Corp • Just now
Deal Closed!
₹2,40,000 · Invoice #1042
Pipeline Value
₹18.4L this month ↑ 24%
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Trusted by teams at

Why Genlix CRM

Everything your team needs to win more deals

From the first enquiry to the final invoice — Genlix CRM manages every touchpoint of your sales journey.

Visual Pipeline

Drag-and-drop Kanban board to visualize and manage your entire sales pipeline in real time.

Quotation & Invoicing

Generate professional, print-ready quotations and invoices with automatic tax calculations and branding.

Advanced Analytics

Real-time dashboards, revenue forecasting, conversion funnels, and performance reports.

Email Automation

Pre-built and customizable email templates with variable substitution for automated follow-ups.

Role-Based Access

Granular permissions per module with pre-defined roles. Keep your data safe and your team focused.

Audit Trail

Complete activity logging with timestamp, user tracking, and change history for compliance.

All-in-One Platform

26+ modules. One unified platform.

Every tool your sales and operations team needs, built and integrated together.

Dashboard
Lead Management
Customers
Enquiries
Visual Pipeline
Quotations
Invoices
Products
Tasks & Reminders
Expense Tracking
Reports & Analytics
Email Templates
Document Manager
Role-Based Access
Audit Trail
Import / Export
Coupon System
RFQ Module
Stock Management
Ledgers
App Showcase

See Genlix CRM in action

A polished, intuitive interface designed to keep your team productive and your data organized.

cms.genlix.com/dashboard
Genlix CRM Dashboard
Sales Pipeline
Lead Management
Products
Quotation Builder
Invoice Management
Document Manager
Task Management

Powerful Dashboard

Get a bird's-eye view of your sales health — KPI cards, pipeline value, lead distribution, and activity summaries all in one place.

  • Real-time KPI metrics
  • Lead status distribution
  • Revenue summaries
  • Quick action shortcuts

Visual Sales Pipeline

Drag-and-drop Kanban boards let you visualize your entire sales pipeline. Move deals through stages with a simple drag.

  • Drag-and-drop stages
  • Per-stage revenue totals
  • Status auto-updates
  • Filter by assignee

Lead Management

Track every lead from first contact to close. Searchable data grid with full CRUD, status tracking, and auto-generated codes.

  • Full lifecycle tracking
  • Auto lead codes
  • Product associations
  • Advanced filtering

Product Management

Efficiently manage your product catalog with organized listings, pricing control, and seamless integration into your sales workflow.

  • Centralized product catalog
  • Category & group management
  • Real-time stock tracking
  • Custom pricing & discounts
  • Quick product addition to leads

Quotation Builder

Create professional multi-line quotations with automatic tax calculations, discounts, and company branding. Print-ready output.

  • Multi-product line items
  • Tax & discount support
  • Version tracking
  • One-click PDF preview

Invoice Management

Convert accepted quotations into professional invoices instantly. Track payments, due dates, and statuses with ease.

  • Convert from quotation
  • Payment status tracking
  • Overdue indicators
  • Mark as paid in one click

Document Manager

A centralized document storage system with folder hierarchy, tagging, version tracking, and multi-format file support.

  • PDF, DOC, XLS, images
  • Lead/customer linking
  • Tag & search
  • Storage monitoring

Tasks & Reminders

Create and manage tasks linked to leads or standalone. Priority levels, due dates, and overdue indicators keep your team on track.

  • Priority-based tasks
  • Lead association
  • Status: To Do → Done
  • Overdue indicators
The Process

From first contact to closed deal

Genlix CRM guides you through every step of the sales journey.

01

Capture Enquiries

Log incoming enquiries and qualify leads through the three-state lifecycle: Active → Processed or Discarded.

02

Track Leads & Pipeline

Manage qualified leads through your visual Kanban pipeline. Assign owners, set priorities, and move deals forward.

03

Send Quotations

Build detailed, versioned quotations with product line items, tax calculations, discounts, and company branding.

04

Close & Invoice

Convert accepted quotations to invoices in one click. Track payment status, due dates, and send reminders automatically.

Mobile First

Fully responsive design with swipe gestures, card-based mobile layouts, and touch-optimized controls. Access your CRM anywhere.

Dark & Light Mode

Switch between dark and light themes with a single click. Persistent preference ensures your experience stays exactly how you like it.

Blazing Fast

Built with React 19, Vite, and Tailwind CSS. Lightning-fast page transitions, instant search, and real-time data updates.

Testimonials

Teams love Genlix CRM

"Genlix CRM transformed how we track leads. The Kanban pipeline is intuitive and our team adopted it within a day. Quotation generation used to take hours — now it takes minutes."
KG
Kaushik Gada
Partner · Adon Electronics
"The RBAC system is exactly what we needed. Different team members see only what's relevant for them. The audit trail gives us full compliance visibility. Highly recommended!"
MS
Manthan Siyani
Operations Manager · Aum Trading
"We went from scattered spreadsheets to a fully organized CRM in one day. The document manager and email templates save us hours every week. The dark mode is a nice touch too!"
AJ
Aryan Jha
Founder · Bizenia
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✓ Free to start ✓ No credit card ✓ 26+ modules ✓ Mobile ready