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Services JoiBiz JoiBiz Business Apps JoiBiz JoiBiz CRM


JoiBiz CRM is a fully managed and hosted web based CRM solution. JoiBiz CRM fully integrates with JoiBiz PBX including Dial-By-Click, and Screen-pop with customer record for incoming calls.

The JoiBiz CRM was designed for medium size companies, especially those who don't already have well-established CRM processes.

According to a study from Nucleus Research, over 80% of companies that outsource CRM achieved a positive ROI. The study reported that problems with the traditional in-house CRM model include high software and consulting costs, ineffective user adoption, and poor management. JoiBiz CRM can be tailored specifically to the particular needs of an organization.

JoiBiz CRM Features:

JoiBiz PBX Integration

  • Dial-By-Click, easily dial customer or lead by clicking on the customer name
  • Screen-pop open customer file for inbound calls.

Sales force Management

  • Lead Management
  • Account & Contact Management
  • Sales Quotes

Marketing Management

  • Campaign Management
  • Mass Mailing
  • E-mail Templates
  • Mail Merge Templates

Customer support & service

  • Trouble Tickets
  • Knowledge Base
  • Customer Self Service

Inventory management

  • Products Catalog
  • Price Books
  • Vendor Management
  • Purchase Orders
    Sales Orders
  • Invoices

Activity management

  • To Dos, Meetings & Calls
  • Recurring Events
  • Shared Calendar
  • E-mail Notifications