A CRM Built
For Your Industry
Contact management, scheduling, document workflows, payments, and pipeline — pre-configured for real estate, MedSpas, manufacturing, roofing, dermatology, and more. Not a generic SaaS.
1Contact Management
Contact Profiles
Complete demographics, history, photos, documents, and notes in one view.
Custom Fields
Add any field you need — sources, segments, properties, statuses, and more.
Communication Log
Every email, SMS, call, and note automatically logged to the contact record.
Document Storage
Upload and organize photos, agreements, and supporting documents securely.
2Scheduling & Booking
Online Booking Page
Customizable booking page that embeds on your website or shares via link.
Google Calendar Sync
Two-way sync so your schedule is always up to date across all devices.
Automated Reminders
SMS and email reminders cut no-shows and missed appointments by up to 40%.
Waitlist Management
Automatically fill cancellations from your waitlist.
3Document & Workflow Automation
Custom Intake Forms
Digital forms with conditional logic and e-signature support — for onboarding, RFQs, applications, or pre-visit.
AI-Drafted Notes
Auto-generated meeting summaries, call notes, inspection reports, or clinical SOAP notes.
E-Signature Workflows
Customizable agreements and consents with digital signatures and full audit trail.
Multi-Step Plans
Track multi-visit treatment plans, multi-step deals, or multi-phase projects with progress notes.
Review & Approval Portals
Dedicated portals for managers, MDs, or supervisors to review and approve remotely.
Photo & File Documentation
Before/after photos, site photos, inspection images linked to records for full documentation.
4Payments & Billing
Stripe Integration
Accept credit cards, ACH, and digital wallets seamlessly.
Memberships
Create recurring membership plans with automatic billing.
Packages & Bundles
Sell multi-treatment or multi-session packages with automatic tracking.
Gift Cards
Digital gift cards with unique codes and balance tracking.
Invoicing
Professional invoices with payment links sent via email or SMS.
5Pipeline & Deals
Visual Pipeline
Drag-and-drop deal stages from lead to closed-won.
Lead Scoring
AI-powered scoring to prioritize your hottest leads.
Activity Tracking
See every touchpoint — calls, emails, forms — in a unified timeline.
Revenue Forecasting
Project revenue based on pipeline value and conversion rates.
Why Switch to Elexiz?
Unlike generic CRMs, Elexiz is configured to your industry's workflow.
| Feature | Elexiz | Generic CRMs |
|---|---|---|
| Industry-Specific Templates | ||
| AI Voice Agent (24/7) | ||
| AI Chat Agent | ||
| AI Notes & Documentation | ||
| Built-in Marketing Services | ||
| Multi-Language Support | Limited | |
| HIPAA & Clinical Workflows | Varies | |
| Custom Pricing per Industry | Fixed tiers only |
Ready to Ditch Your Generic CRM?
Tell us about your business — we'll come back with a tailored configuration and quote within 24 hours.