wexs
Phoenix Sensors
About this app
- Category Business
- Age 10
- Updated Dec 26, 2020
- OS IOS / Android
Editor reviews
wexs is an all-in-one business workspace that unifies CRM, invoicing, and task management in a fast, AI-powered hub. Track leads and customers in a visual sales pipeline, send branded invoices with real-time payment tracking, and coordinate projects with shared tasks, files, and calendars. Smart automation and insights help teams prioritize work, forecast revenue, and never miss a follow-up. Ideal for startups, agencies, and small businesses, this cloud-based CRM software and invoicing app syncs across devices with secure permissions and email and calendar integrations.
Screenshots
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How to use:
1. Download wexs and create an account with email or single sign-on, then set up your workspace and invite teammates.
2. Configure your CRM by importing contacts or connecting Gmail or Outlook, define pipeline stages, and add deals and activities.
3. Organize projects by creating task lists, assigning owners and due dates, attaching files, and syncing your calendar.
4. Create and send invoices from a deal or project, add line items and taxes, share online, and track payment status in real time.
5. Enable automations for reminders and follow-ups, review AI suggestions, and monitor dashboards for pipeline, revenue, and team performance.