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AI-powered CRM & operations platform

One CRM. Built Around How Your Business Actually Works.

DooxCRM combines customer management, sales, operations, automation and AI agents in one industry-ready platform.

Manage leads, customers, projects, documents, invoices and operational workflows — while AI agents handle repetitive work, identify risks and help your team move faster.

Book a Demo Explore Industry Solutions

Built for events, service companies, procurement teams and manufacturing organizations.

00 — INSIDE DOOXCRM

Sales pipeline and AI agents on one record.

Your team sees the commercial picture and the operational risk in the same place — and an agent has already prepared the next action.

See the product layers →
PIPELINE/procurement · Q3
LIVE
OPEN RFQ 34
PIPELINE €2.4M
AT RISK 3
ACCOUNTSTAGEVALUEOWNER
Vestra Industrialquotation€412kA. Novak
Northline Eventsnegotiation€96kM. Reis
Kaltec Servicestalled 14d€58kJ. Behr
Halden Manufacturingtechnical review€230kS. Grün
AI Sales Assistant
AWAITING APPROVAL

Kaltec Service has had no contact for 14 days. A follow-up referencing their open work order is drafted and ready to send.

Approve & send Edit draft Dismiss
01 — POSITIONING

More than a CRM.

Most CRM systems stop after a deal is closed. DooxCRM continues into the operational work that follows — event delivery, service execution, supplier management, purchasing, inventory and production.

Instead of switching between disconnected systems, your teams manage the complete customer and operational lifecycle from one platform.

WHERE OTHER CRMS STOP Enquiry Qualification Proposal Negotiation Deal won — end of system —
WHERE DOOXCRM CONTINUES Project & delivery Service & work orders Suppliers & purchasing Inventory & production Invoicing & renewals → one connected record

Everything your team needs in one platform.

02 — PLATFORM

One source of truth

Customers, contacts, communication, documents, tasks, financial records and operational activity stay connected in one system.

Industry-specific workflows

Use ready-made processes designed for your industry instead of rebuilding a generic CRM from scratch.

AI-powered execution

Agents qualify leads, prepare follow-ups, analyse requests, check documents, detect delays and coordinate routine activity.

Flexible automation

Automate repetitive work across CRM, email, documents, invoicing, approvals and external applications.

Full visibility

Understand what is happening across sales, projects and operations through dashboards, alerts and AI-generated summaries.

Modular architecture

Start with the core CRM and add only the industry packages, agents and integrations your business needs.

03 — CORE PLATFORM

DooxCRM Core Platform

A complete foundation for managing customer relationships, sales, projects, communication and business operations — with every customer action in one place.

01 · CUSTOMERS

Customers & contacts

Companies and contactsCommunication historyDocuments and filesProjects, invoices, cases
02 · SALES

Leads & opportunities

Customizable pipelinesAutomated lead assignmentFollow-up remindersAI lead summaries
03 · COMMERCIAL

Proposals & contracts

Branded proposals, estimatesReusable templatesDigital acceptanceApproval workflows
04 · BILLING

Invoicing & payments

Recurring and one-time invoicesPayment & overdue trackingTaxes and currenciesAccounting sync
DooxCRM manages commercial billing and synchronizes financial information with your accounting environment.
05 · DELIVERY

Projects & tasks

Milestones, dependenciesChecklists and time trackingProject profitabilityCustomer visibility
06 · SUPPORT

Customer support

Tickets, priorities, categoriesSLA tracking, escalation rulesCustomer portalSatisfaction tracking
07 · DOCUMENTS

Document management

Contracts, certificates, technical filesExpiration datesAccess controlsApproval history
08 · PORTAL

Customer portal

Proposals, contracts, invoicesProjects and support casesService orders, documentsRegistrations and approvals
09 · INSIGHT

Reports & dashboards

Pipeline value, conversionOverdue invoices, project statusService workloadsInventory and production
04 — AI AGENTS

AI agents that work inside your business processes.

DooxCRM agents are not generic chatbots. They work with the business context, permissions and processes configured in your CRM — analysing information, preparing actions, creating records, generating reports and coordinating workflows.

SALES

AI Sales Assistant

Summarizes leads & historyPrepares follow-upsFlags inactive leadsDrafts proposalsDetects stalled deals
DATA

AI CRM Manager

Monitors data qualityFinds missing informationDetects duplicatesIdentifies overdue tasksPrepares summaries
SUPPORT

AI Support Agent

Classifies requestsPrepares responsesRetrieves customer contextSuggests solutionsEscalates critical cases
DOCUMENTS

AI Document Assistant

Extracts informationClassifies uploadsIdentifies missing filesChecks expiry datesCompares versions
OPERATIONS

AI Operations Manager

Monitors open processesDetects bottlenecksDaily ops reportsSends alertsRecommends actions

AI with human oversight

Your team stays in control. Require approval before an agent acts — and log every AI action for review and accountability.

sends a customer message changes key information creates an invoice confirms an order changes a contract submits a purchase order closes a service case
05 — AUTOMATION

Workflows that respond to business events.

See all automation capabilities →
TRIGGER · NEW LEAD
assign sales manager→ enrich customer data→ create follow-up task→ send confirmation
TRIGGER · INVOICE OVERDUE
notify account manager→ prepare reminder→ escalate after 7 days
TRIGGER · SERVICE REQUEST
classify issue→ assign technician→ reserve parts→ notify customer
TRIGGER · CUSTOMER RFQ
extract specifications→ create supplier enquiries→ collect quotations→ prepare comparison
event-based triggers scheduled workflows approval steps conditional logic document generation external API integrations notifications & escalations error and retry handling
06 — INDUSTRIES

Industry-ready CRM packages.

Every industry has different workflows. DooxCRM combines a shared CRM foundation with specialized modules, automation and AI agents designed for specific business processes.

PACK 01 · EVENTS 4 agents

DooxCRM for Events

Manage delegate sales, sponsors, registrations, invoicing, attendees and event operations from one platform.

registrationsponsorsQR check-inpayment follow-up
Explore Events →
PACK 02 · SERVICE & REPAIR 5 agents

DooxCRM for Service & Repair

Manage service requests, assets, work orders, technicians, parts, customer approvals and repair history.

work ordersdispatchpartsSLA
Explore Service & Repair →
PACK 03 · PROCUREMENT 5 agents

DooxCRM for Procurement

Manage customer RFQs, suppliers, quotations, purchase orders, inventory, documents and deliveries.

RFQ intakequote comparisonapprovalsdocuments
Explore Procurement →
PACK 04 · MANUFACTURING 6 agents

DooxCRM for Manufacturing

Connect customer demand with quotations, materials, purchasing, production orders, quality and delivery.

BOMmaterial planningproductionquality
Explore Manufacturing →
07 — INTEGRATIONS

Connect DooxCRM with the tools you already use.

DooxCRM provides an integration layer for connecting CRM and operational data with external systems. Standard integrations are configured through APIs and workflow automation, while custom connectors can be developed for specialized environments.

01Email and calendars
02Accounting platforms
03Payment providers
04Cloud storage
05Communication tools
06E-commerce platforms
07Document signing
08Logistics systems
09ERP and production systems
10Custom internal applications
08 — SECURITY

Secure by design.

DooxCRM helps organizations control access to sensitive customer and operational information. AI agents operate only within the permissions and workflows assigned to them.

DooxCRM can be configured to support an organization's data protection and governance requirements.

01Role-based permissions
02Tenant data isolation
03Secure API authentication
04Activity logging
05AI action audit trails
06Approval requirements
07Encrypted communication
08Backup and recovery
09Configurable retention
10Restricted sensitive functions

Why DooxCRM

09 — WHY

Built for operational work

Goes beyond basic sales pipelines and connects customer relationships with the work required to serve them.

Adapted to your industry

Choose industry-specific capabilities without replacing the shared CRM foundation.

AI with business context

Agents work with structured CRM data, documents, workflows and permissions — not as standalone chatbots.

Flexible, not fragmented

Configure processes, roles, workflows and integrations while keeping one consistent platform.

Designed to grow

Start with CRM and gradually add industry packs, AI agents, integrations and advanced automation.

10 — GET STARTED

Ready to build a CRM around your business?

Bring your customer data, operational workflows and AI automation into one connected platform.

Book a Demo Contact Sales
We normally respond within one business day.

Book a personalized demo

See DooxCRM using workflows relevant to your business. During the session we will:

01Review your current process
02Demonstrate the relevant industry package
03Identify automation opportunities
04Discuss integrations
05Recommend an implementation approach
core crmeventsservice & repairprocurementmanufacturingai agentscustom integration
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AI-POWERED CRM & OPERATIONS PLATFORM
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SOLUTIONSEventsService & RepairProcurementManufacturing
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