PBXLINX comes loaded with two CRM (Customer Relationship Management) software applications. Both are integrated directly into the PBX functionality.
Some of the features are:
| Sales Force Automation | Customer Support & Service | Marketing Automation |
| Lead Management | Trouble Tickets | Campaign Management |
| Account & Contact Management | Knowledge Base | Mass Mailing |
| Opportunity Management | Customer Self Service | E-mail Templates |
| Sales Quotes | Online Knowledge Base | Mail Merge Templates |
| Inventory Management | Activity Management | Productivity Add-ons |
| Products Catalog | To Dos, Meetings & Calls | Email Client |
| Price Books | Recurring Events | Outlook Plug-in |
| Vendor Management | Shared Calendar | Office Plug-in |
| Purchase Orders | Activity History | Thunderbird Extension |
| Sales Orders | E-mail Notifications | Customer Portal |
| Invoices | Notes | RSS Feeds |
| Reports & Dashboards | Product Customization | Security Management |
| Key Metrics | Custom Fields (10 different data objects) | User Management |
| Customizable Reports | Pick Lists | Profiles |
| 20 Pre-built Reports | Custom List Views | Roles |
| 20 Pre-built Dashboards | Drag & Drop Modules | Groups |
| Report Folders | Currency customization | Organization-level Access Control |
