Projexn CRM (develop)

The sales workspace Projexn's team uses to manage accounts, opportunities, prospecting and customer conversations.

What it does

• Keeps companies, contacts, leads and opportunities in one shared workspace.
• Plans each person's sales day: calls, follow-ups and meetings.
• Sends prospecting emails from the team member's own Microsoft 365 or Google Workspace mailbox, at a human pace.
• Brings replies from known contacts into a team Inbox so nobody misses an answer, and stops follow-ups once someone replies or asks to unsubscribe.

Connecting a mailbox

Team members can connect their own Google or Microsoft mailbox. With their permission the CRM sends the emails they write and reads incoming mail only to find replies from people already in the CRM. The CRM never sees their password, and they can disconnect at any time. Our privacy policy explains exactly what is accessed and kept.

Sign in

Access is by invitation from a workspace admin.