CRM9

CRM9 is a customer relationship management platform designed for small to mid-sized businesses. Built on a modern web-based architecture with cloud-first deployment, it supports multi-user access across desktop and mobile devices. Core areas include Contact & Company records, Lead and Opportunity tracking, Sales and Marketing campaign management, Service ticketing, and Project oversight. The system integrates with email services (e.g. Gmail, Outlook), calendar systems, and offers RESTful APIs for third-party connectivity. Administrators have access to user-role management, permission controls, data validation rules, and customizable workflows and field definitions. The software also offers modular extensions—such as AI-driven email summarization, task creation, and sentiment analysis—as add-ons depending on licensing tiers. Data storage is securely hosted on compliant cloud infrastructure, with daily backups, SSL encryption, and role-based access control. A permissions audit log tracks changes and accesses, ensuring governance and compliance. For deployment, CRM9 provides multi-tenant and on-premise models, with optional mobile apps on Android and iOS. Typical licensing is per-user/month with free trials and tiered plans, making CRM9 scalable and cost-effective for businesses scaling from 10 to 1000+ users.