Customer records
Maintain contacts and companies, search CRM records, and review customer activity through a timeline workspace.
Exonita CRM
Keep customer relationships, deals, and follow-ups connected.
Bring contacts, companies, leads, deals, pipelines, follow-ups, campaigns, consent preferences, and customer timelines into one CRM workspace.
Connected workflow
Organize
- Contacts
- Companies
- Search
Progress
- Leads
- Deals
- Pipeline stages
Engage
- Follow-ups
- Campaigns
- Templates
Govern
- Consent preferences
- Timelines
- Reports
Product capabilities
From the customer record to the next action
These capabilities map directly to routes available in the shipped Exonita CRM application.
Leads and websites
Work with lead records and maintain web-property records through dedicated CRM routes.
Deals and pipelines
Manage deals, pipeline views, and pipeline-stage configuration in the same application.
Follow-ups and reminders
Coordinate follow-up work and review reminder history alongside customer and deal records.
Campaign controls
Use campaign, template, automation, and consent-preference workspaces exposed by the CRM module.
Dashboard and reports
Open the CRM dashboard and reporting workspace to review customer and pipeline activity in context.
CRM workspaces
Dedicated views across the relationship lifecycle
Exonita CRM currently exposes these workspaces through its application menu and route contract.
- Contacts
- Companies
- Leads
- Web properties
- Deals
- Pipeline
- Follow-ups
- Automation
- Campaigns
- Templates
- Consent preferences
- Customer timeline
Customer stories
Coming soon
We will publish customer experiences only after receiving verified feedback and permission to share it. Until then, this section stays free of placeholder quotes, ratings, logos, and outcome claims.
See the workflow
Discuss your customer workflow
Tell us how you manage contacts, leads, deals, follow-ups, and customer communications. We will arrange the next step by email.
Explore more
Other Exonita workspaces
Exonita POS
Billing and stock workflows configured for the way your counter runs.
Run counter billing alongside item catalogs, current stock, goods receiving, store operations, dashboards, and reports in the Exonita workspace.
Explore POS