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PRODUCTS / CORE PLATFORM AI AGENTS AUTOMATION INTEGRATIONS SECURITY
PRODUCTS

One Platform. Four Product Layers.

The CRM core holds your customers and commercial records. AI agents, automation and integrations sit on top of it — and every industry solution is built from the same parts.

Book a Demo See industry solutions
Core CRM platformCustomers, sales, projects, billing, documents
9 MODULES
AI agentsWork inside your processes and permissions
5 CORE + PACKS
AutomationEvent-based workflows with approval steps
8 CAPABILITIES
IntegrationsAPIs, connectors and custom integrations
10 CATEGORIES
one customer record · one permission model · one audit trail
01 — 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
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
02 — 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 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
Industry packs add their own agents: 4 for events · 5 for service · 5 for procurement · 6 for manufacturing. See industry agents →
03 — AUTOMATION

Workflows that respond to business events.

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
04 — 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
05 — 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

Ready to build a CRM around your business?

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

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