Customers & Sales
A CRM That Knows the Rest of Your Business
Every contact, organization, and deal — connected to the projects, invoices, and messages that follow.
In Short
What Is CRM & Deal Pipeline in IFX Hub?
The IFX Hub CRM holds your contacts, organizations, and deal pipeline in the same database as your projects, invoices, orders, and inbox. A won deal becomes a project with one task per service line, and every email, text, and chat lands on the contact it belongs to — so the customer record is never out of date.
- Contacts & Organizations
- Deal Pipeline
- Service Lines on Deals
- Universal Search
Customers
4 contacts · liveCapabilities
What CRM & Deals Does
The building blocks of this module — shaped around your own fields, statuses, and workflows when we build your hub.
Contacts & Organizations
People and companies with addresses, labeled phones, logos, avatars, tags, and on-hold or archived states. Duplicate contacts merge in one step.
Deal Pipeline
Deals move through Ideas, Discovery, Ready, Proposed, and Closing, with open, won, and lost outcomes plus on-hold and archive.
Service Lines on Deals
Attach the services you're selling to each deal. When the deal is won, the hub creates the project and a task for every service line.
Universal Search
One search bar across 14 record types — contacts, organizations, deals, projects, tasks, notes, meetings, proposals, decks, orders, products, suppliers, POs, and conversations.
Email-Aware Records
Connected Gmail links incoming senders to existing contacts, or creates them, so conversation history builds itself.
Growth7 Built In
Contacts sync to Growth7, Infraxio's marketing platform, as they change. Opens, clicks, replies, calls, meetings booked, unsubscribes, and lead-score changes flow back onto the contact.
Works With
The Services Behind CRM & Deals
These connections are part of the product. Each hub connects its own accounts, and credentials are encrypted with AES-256-GCM.
Gmail
- GGrowth7
- QQuo
Google Calendar
How It Connects
CRM & Deals Shares Its Records With
Nothing syncs between these modules because they're the same system — one record, one login, one place to change it.
FAQ
Questions About CRM & Deal Pipeline
Does IFX Hub replace HubSpot or Salesforce?
It can. The IFX Hub CRM covers contacts, organizations, a deal pipeline, proposals, and a unified inbox, and it shares one database with projects, invoicing, and accounting. Teams that need heavy marketing automation can keep a dedicated tool and sync it — Growth7 is supported out of the box.
Can I customize the pipeline stages and fields?
Yes. Every IFX Hub is built for one business, so stages, fields, statuses, and labels are configured to match how you sell rather than a vendor default.
CRM & Deals in Your Hub
See CRM & Deals Running on Your Data
Book a discovery call and we'll show you this module shaped around your fields, workflows, and statuses — and what else your hub should include.