Infinity2X CRM is a customer relationship management system for sales teams in any industry, and part of the Infinity2X GlassOne platform, with cross-platform apps for iOS and Android. It gives your business one place to manage customer accounts, prospects, sales visits, and follow-ups, so reps in the field and staff in the office work from the same information.
Infinity2X CRM is a sales CRM for any industry, built into the Infinity2X GlassOne platform. It tracks leads as prospects, logs every call, meeting, email, and site visit as an activity, and turns a qualified prospect into a customer and a quote in one step. When the quote is accepted it becomes a sales order, so the whole journey from first contact to order sits in one system.
Register leads with contact, estimated value, lead source, and rep. Track them from New to Qualified.
Calls, meetings, emails, site measures, and showroom visits, in one timeline per company.
Open activities become to-dos with a due date. Anything past due is flagged overdue in red.
Create Quote turns a prospect into a quote-only customer and opens a new quote.
Today's visits on the rep's phone, with check-in on site for visit-type activities.
Accepted quotes convert to sales orders on the same platform. No second system to keep in sync.
A lead becomes a prospect, a qualified prospect becomes a customer and a quote, and an accepted quote becomes a sales order. Activities are logged at every stage.
Register the lead. Move it through New, Contacted, and Qualified, or disqualify it with a reason.
Create Quote converts the prospect into a customer on hold: quotes allowed, orders and invoices blocked until approved.
A quote opens with the customer, rep, and address filled in. Glass businesses also get glass quotes with edges, holes, and processes.
When the customer accepts, release the hold and convert. The sales order is created and the quote is marked Won.
Everything a rep needs between customer visits, on the phone they already carry.
The day at a glance, with Find customer, Prospects, and Check in.
Status filters, last visit, and one-tap calling.
Yes. On Android tablets and iPad the Infinity2X CRM app switches to a sidebar layout with more room for the day's plan, which suits account reviews at the customer's site or planning the week from the office.
Infinity2X CRM is part of the Infinity2X GlassOne platform, our cloud business and glass fabrication software (infinity2x.com.au). The customers your reps visit are the same customers the office quotes, invoices, and delivers to, so there is no second system to keep in sync.
No IT project. We set it up with you and your reps are working from the app in days.
Book a personalised demo. We walk you through the Infinity2X CRM module and mobile app using your own customers and sales process.
One click loads activity types, pipeline stages, and lead sources. Then add your open prospects and customers.
Each sales rep uses the Infinity2X CRM app on their Android or Apple phone or tablet, with their own dashboard of visits, prospects, and follow-ups.
Reps work through today's visits, check in on site, update prospects, and clear follow-ups while the office sees progress.
Infinity2X CRM is a customer relationship management system for sales teams in any industry, and part of the Infinity2X GlassOne platform. It keeps customer accounts, prospects, sales visits, and follow-ups in one place, and comes with a mobile app so sales reps can work from their Android or Apple phone or tablet.
Yes. Infinity2X CRM is a cross-platform app that runs on iOS and Android phones and tablets. Reps see visits today, open prospects, pipeline value, and follow-ups due, plus quick actions to find a customer, open prospects, and check in on site.
Yes. Infinity2X CRM is the contact management module of Infinity2X GlassOne. Prospects convert into Infinity2X GlassOne customers, quotes are created in the Infinity2X GlassOne Sales Order module, and an accepted quote converts straight into a sales order.
Any business with sales reps or account managers who visit customers and follow up leads: manufacturers, wholesalers and distributors, trade and construction suppliers, and service businesses. It was built alongside Infinity2X GlassOne, so glass and aluminium businesses get extra glass-specific quoting.
Yes. Each prospect carries a value, and the dashboard totals open prospects and pipeline value so reps and managers can see what is in play and which follow-ups are due today or overdue.
Yes. The customer list can be filtered by Active, On hold, or Inactive, searched by name, contact, or suburb, and shows when each account was last visited. Reps can call a customer contact straight from the list.
Yes. On the prospect page, Create Quote converts the prospect into a customer account on hold and opens a new quote with the customer, sales rep, delivery method, and address filled in. The prospect's activity history moves to the new customer.
An on-hold customer is a quote-only account. Quotes can be created and updated, but sales orders and invoices are blocked until someone releases the hold, so nobody can order or invoice against an account before it is approved.
Calls, face-to-face meetings, emails, site measures, showroom visits, quote follow-ups, and service and accounts contacts such as complaints, remakes, and payment follow-ups. An activity is either a completed record of what happened or an open to-do with a follow-up or due date, and open activities past their due date are flagged overdue.
The default stages are 10% quote submitted, 20% new customer has job, 40% existing customer has job, 70% verbal approval, 90% letter of intent or PO, 100% order placed (won), and 0% quote lost. You can rename, add, or retire stages in setup.
Infinity2X CRM is part of the Infinity2X GlassOne platform and is included in every Infinity2X GlassOne plan, with the iOS and Android mobile app free. It can also be set up for businesses outside the glass industry; contact us for options. Request a demo and our team will walk you through it with your own business data, then set up your account and users.
See Infinity2X CRM and the mobile app with your own customers. Our team sets everything up, no IT expertise needed.