Service
Cases from email, web forms and live chat, with queues, assignment rules, SLA milestones and escalations.
Service + Sales in one CRM
The CRM your whole customer team runs on.
CRMSix brings support cases, live chat, knowledge, pipeline, quotes, invoices and forecasts into one fast, secure workspace, with workflow automation and AI assistants built in.
Free for 14 days, no credit card needed. Already a customer? Sign in at login.crmsix.com.
Integrations
Works with the tools your business already uses
Calendars and meetings, payments and tax, email, phone calls, sign-in and AI apps connect in Settings. A REST API and webhooks cover everything else.
- Google Calendar
- Google Meet
- Google Tasks
- Stripe
- Razorpay
- Resend
- Twilio
- Exotel
- Claude
- MCP
- Cursor
- Okta
- Microsoft Entra ID
- OpenID Connect
- REST API
- Webhooks
Six things, done well
Everything a customer team needs, in one place
No bolt-ons and no separate tools to stitch together. Service and sales share the same accounts, contacts and history.
Sales
Leads, a drag-and-drop pipeline, quotes customers sign online, orders, invoices with online payments, and forecasts.
Knowledge
Articles your agents attach to cases, and a public help center customers can search before they ask.
Automation
Workflow rules, formula fields and validation rules, so the busywork happens on its own and data stays clean.
Analytics
Reports and dashboards for queues, SLAs, chat performance, pipeline and quarterly results.
AI-ready
A built-in MCP server lets Claude and other AI assistants read and update your CRM, with your permissions.
Customer service
Every conversation becomes a case your team can own
Customers reach you however they like. CRMSix turns each request into a case, routes it to the right people and keeps the clock honest.
- Omni-channel intake. Support Inbox, Support Forms and live chat with transcripts, files and ratings.
- Routing that fits your team. Queues, assignment rules and a live supervisor board for chat.
- SLAs you can see. First-response and resolution milestones, with escalation rules when they slip.
- Answers on hand. Suggested knowledge articles on every case and a searchable public help center.
Sales
From first lead to paid invoice, without leaving the CRM
Give reps one place to work their pipeline, and give managers numbers they can trust.
- Leads that arrive on their own. Lead Capture Form and Sales Inbox, then one-click conversion to account, contact and opportunity.
- A pipeline you can drag. Board and list views, stages with probabilities, and team-based sharing.
- Quotes customers sign online. Products and price lists, PDF quotes, approval processes for discounts, and e-signature with a certificate of completion.
- Forecasts and quotas. Quarterly forecasts by category against each rep’s quota, with multi-currency deals.
- Your calendar, in sync. Meetings and tasks sync both ways with Google Calendar and Google Tasks, with Google Meet links on meetings.
Quote to cash
Get paid for what you sell, in the same CRM
An accepted quote becomes an order, an invoice and a payment, with every step on the customer’s record.
E-signature
Send a quote for signature. Customers sign on a private page, and the signed PDF and certificate of completion are saved to the quote.
Orders
An accepted quote becomes an order with its products and prices, and the deal is marked won.
Invoices with GST
Gap-free invoice numbers, CGST, SGST or IGST worked out for you, a PDF and a link customers can open, and automatic reminders.
Online payments
Customers pay from the invoice link with UPI, cards or net banking through Razorpay, or by card through Stripe. Payments are recorded on their own.
Contracts and renewals
Contracts with a term, a billing schedule that raises invoices on its own, and renewals that happen automatically when you want them to.
Credit notes and refunds
Credit all or part of an invoice with the right tax, then refund the customer through Razorpay or Stripe, or record a refund made by bank transfer.
Platform
Shape CRMSix around the way you work
Admins can automate processes and tailor the data model in minutes, with point-and-click setup instead of code.
Workflow rules
When a record is saved, update fields, send emails from templates, create tasks or call a signed webhook, straight away or later.
Formula fields
Calculated fields like weighted amount or days to close, written in a familiar spreadsheet-style formula language.
Validation rules
Stop bad data at the door with rules that explain exactly what needs fixing before a record can be saved.
Custom fields and picklists
Add fields to cases, leads, opportunities, accounts and contacts, and manage your own statuses, stages and sources.
Email templates
Reusable emails with merge fields for replies, notifications and automated follow-ups.
Open API
A documented REST API with API keys and OAuth apps, plus CSV import, so CRMSix fits into the rest of your stack.
AI built in
Let your AI assistant work in the CRM
CRMSix includes an MCP server, the open standard AI assistants use to connect to tools. Connect Claude and other assistants in a couple of clicks, and they can look things up and get work done for you.
- Search and summarize cases, accounts, opportunities and knowledge articles.
- Take action such as creating cases and leads, updating deals and adding tasks, when you allow it.
- Your permissions, always. Assistants sign in as you with OAuth, and read-only access is one switch away.
Which urgent cases are still open for Orbit Fintech?
→ crmsix · list_cases
One urgent case is open: “Checkout page times out during peak hours”, in progress with Andy. The first
response is due in the next hour.
Add a task for Andy to call their admin team today.
→ crmsix · create_task
Done. The task “Call Orbit Fintech admin team” is on the case, due today.
Security and administration
Built for teams that take data seriously
Every organization’s data is isolated, and admins stay in control of who can see and change what.
Isolated by design
Each organization’s records are separated in the database itself, not just in the app, with row-level security on every query.
Single sign-on
Sign in with your identity provider over OpenID Connect, such as Okta, Microsoft Entra ID or Google.
Profiles and sharing
Agent, manager and admin profiles, plus team-based sharing for leads and opportunities.
Audit trail
Every change in Setup is recorded with who made it and what changed, along with each user’s login history.
Scoped integrations
API keys and OAuth apps that can be limited to read-only, revoked at any time and tracked by last use.
Encrypted in transit
CRMSix is served over HTTPS only, and secrets such as SSO credentials are encrypted at rest.
Pricing
Simple per-user pricing
Pay for each user, per month. Choose monthly billing, or save by paying annually.
Starter
Cases, contacts and a shared inbox for small teams.
$12 per user / month
Billed annually: $144 per user a year
Book a demo- Cases, accounts and contacts
- Support inbox and support form
- Knowledge base
- Standard reports
Most popular
Professional
Service and sales together, with automation.
$32 per user / month
Billed annually: $384 per user a year
Book a demo- Everything in Starter
- Leads, opportunities and quotes
- Workflow rules and formula fields
- Live chat and case surveys
- Forecasts
Enterprise
Control, security and integrations at scale.
$55 per user / month
Billed annually: $660 per user a year
Book a demo- Everything in Professional
- Single sign-on
- API and AI apps (MCP)
- Validation rules and sharing rules
- Priority support
Prices in US dollars, excluding tax. Annual plans are billed 12 months in advance. Add users at any time and pay only for the rest of your billing period.
See CRMSix with your own workflows
Tell us how your team works today, and we’ll walk you through CRMSix set up the same way.