YAAX CRM logo

YAAX CRM

by YAAX
No reviews yet
Active1+ countriesCloud
Quick facts
VendorYAAX
Year launched
StatusActive
LocationCircunvalación Pte. 149-B, Cd. Satélite, Naucalpan de Juárez, Mexico City, CP 53100 ​
Countries served1+
Languages1
Integrations
Free tier
Free trial
Contact sales

About YAAX CRM

YAAX CRM is a customer relationship management software from YAAX that helps businesses manage their interactions with customers and prospects. It includes contact management, sales tracking, and reporting capabilities so organizations can maintain effective communication and monitor sales performance. Designed for scalability, YAAX CRM offers customization options to fit the unique needs of various businesses. The platform provides tools for automating tasks, tracking customer interactions, and analyzing sales data, which can lead to improved customer relationships and increased sales efficiency. Key capabilities: contact management sales automation performance analytics task management reporting tools Best for: businesses that need a comprehensive solution for managing customer relations and sales processes.

YAAX CRM is a flexible, user-friendly management software designed specifically for Mexican businesses seeking to enhance their sales workflows and customer management. It offers features such as automated lead capture from Facebook and websites, customer segmentation by roles, and real-time reporting, helping companies increase productivity and streamline operations. Its affordability—at just $170 pesos per user—makes it especially attractive for small and medium-sized enterprises looking for a cost-effective solution to manage customer relationships, invoices, and sales opportunities within a single platform. The platform’s user interface is designed to be accessible for users with varied technical skills. It provides clear menus for managing contacts, creating invoices, handling customer tickets, and tracking sales progress. Its mobile-friendly design allows teams to access critical data anytime, anywhere, ensuring continuous productivity and quick response times. The interface is complemented by detailed video tutorials that guide users on how to create contacts, invoices, and manage accounts, making onboarding easier and more efficient. YAAX CRM seamlessly integrates with social media and invoicing standards relevant to Mexico, such as CFDI, facilitating tax compliance and corporate accounting.

Pros & Cons

What users like
  • +Cost-effective pricing structure
  • +Automated lead capture from Facebook and website
  • +Real-time tracking and reporting
  • +Role segmentation for team management
  • +Ticket system for customer service
What users flag
  • Limited advanced automation features
  • May require training for advanced functionalities
  • Only available in Spanish (based on current content)
  • Not explicitly supporting extensive third-party integrations
  • Focused primarily on Mexican regulatory compliance

Features

Key features

Customer Management
Track customer details, recent interactions, and monitor sales opportunities.
Lead Capture Automation
Automatically retrieve leads from Facebook and your website.
Invoicing & Billing
Easily generate credit notes, billing orders, and manage CFDI electronic invoices.
Real-Time Tracking & Reports
Access up-to-date sales data, overdue payments, and financial reports.
Ticket System
Handle customer inquiries, complaints, and support requests efficiently.
User Role Segmentation
Assign specific roles and permissions to team members based on their positions.
Accounts & Finance
Manage accounts payable, receivables, and overdue portfolios.

Additional features

Create and Manage Contacts
Quickly add new contacts or business partners with all necessary details.
Invoice Creation
Generate invoices, credit notes, and billing orders within the platform.
Accounts to Pay & Receivable
Track overdue payments and manage financial transactions.
Overdue Portfolio Management
Monitor and follow up on outstanding payments.
Invoice Import & CFDI Billing
Import invoice data and generate compliant tax documents.
Customer Support Ticketing
Address customer queries and complaints through the integrated ticket module.
Real-Time Sales Tracking
Access live sales data and insights for better decision-making.
User Role Segmentation
Assign new roles, control access, and improve team management.
Notifications & Alerts
Receive timely alerts on sales and customer activities.
Web and Mobile Accessibility
Accessible from any device to work remotely or on-the-go.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

1
Countries served
1
Interface languages
1
Billing currencies

Available in

Mexico

Interface languages

Spanish

Billing currencies

PES

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