Audience
Organizations of any type.
About CRMSix
CRMSix is a cloud-based CRM that combines customer support and sales workflows in one workspace. Support teams can manage cases, live chat, customer conversations, and knowledge-base content, while sales teams track contacts, leads, pipeline stages, quotes, invoices, and forecasts. Shared customer records bring service history and sales activity together, and configurable workflows help automate routine routing and follow-ups. The platform includes AI assistants, reporting, role-based access controls, and audit logs. It is intended for organizations whose customer-facing teams need a shared system for handling inquiries, tracking opportunities, and coordinating ongoing customer relationships. Administrators can use the documented API and Model Context Protocol (MCP) support to connect workflows and external tools.
Pricing
Company Information
Videos and Screen Captures
CRM administration screen for a workflow rule named “Notify customer when a case closes,” with save timing, run settings, and closed-status criteria.
