A CRM where every call is already on the record.
Clients, leads, deals and tasks sit next to every call, recording and ticket — so whoever picks up sees the whole story, and no follow-up slips through the cracks.
- Caller pop-up before you answer
- PhoneBook and CRM kept in sync
- Import from Excel or CSV in minutes
- client page: calls, tickets, deals, tasks and notes
- 360°
- phone numbers and emails per client
- 20
- rows per import, with a dry run first
- 10,000
- sync between the PhoneBook and CRM records
- 2-way
Customers, pipeline and follow-ups in one place.
Every record is linked to the calls, recordings and tickets that belong to it — nothing to copy across.
Clients
Client codes, up to 20 numbers and emails, tags, status, branch and custom fields on every record.
Lead board
New, Contacted, Qualified, Quotation, Won and Lost — then convert a lead to a client, and a deal.
Lead assignment
New leads from forms, calls and the API go to reps by round robin or fewest open leads.
Deals & pipelines
Several pipelines, custom stages with win probability, weighted value and a required lost reason.
Tasks & reminders
Quick-add, reminders, repeating tasks and assignment — with overdue alerts in the app and by email.
Caller pop-up
Name, type, stage, open tickets and the last call’s note appear before you answer.
PhoneBook
Shared and private contacts, groups, favourites and phonetic names so Bangla names are easy to find.
Tags & custom fields
Text, number, date, list and file fields. Tags also drive caller rules and VIP queue priority.
Import & export
CSV or Excel with auto-mapped columns, duplicate handling and a download of any failed rows.
Web forms
Embed a form or share a hosted link — submissions become leads, with spam protection built in.
API & webhooks
Scoped API keys, signed webhooks for calls, leads and deals, and an OpenAPI reference.
Sales reports
Win rate, lost reasons, sales cycle and a forecast of raw versus weighted value.
Every lead followed up, every step on the timeline.
- CAPTURE01A lead comes inFrom a web form, a phone call, the API or added by hand.
- ASSIGN02It reaches a repRound robin or fewest open leads, with a notification.
- FOLLOW UP03Calls and tasksEvery call recorded on the lead, every follow-up a task.
- DEAL04Quote and negotiateMove the deal through your pipeline stages.
- WON05Convert to a clientThe whole history carries over to the client record.
Know what’s in the pipeline — and what it’s really worth.
Run a pipeline per product line or team, with your own stages and win probabilities. The board shows open deals, pipeline value and weighted value, totals convert between currencies, and every lost deal records why.
- Multiple pipelines & custom stages
- Weighted value by stage probability
- Mandatory lost reason & reopen
- Win/loss and forecast reports
Turn any call into a ticket without leaving the client.
Tickets, SLAs and customer replies live on the same client page as your deals and calls.
Follow-ups that create themselves.
Tick “Follow-up needed” on the wrap-up card after a call and 9bx creates the task and a call-back entry. Add your own in seconds with presets like “Tomorrow 10:00”, repeat them, hand them to a colleague and get reminded on time.
- Tasks from calls, deals & tickets
- Quick-add presets
- Daily, weekly or monthly repeats
- Overdue alerts by email
One contact list for the whole company — and every desk phone.
The PhoneBook gathers clients, leads, staff and vendors automatically, alongside your own groups. Edit a contact and the matching client or lead updates too. It powers caller-ID names and is pushed to your desk phones.
- Shared or private contacts
- Phonetic names for Bangla search
- vCard, CSV & Excel import
- Find & merge duplicates
Know who’s calling before you say hello.
When a call rings, the screen pop shows who it is, what they are — client, lead or colleague — their open tickets and what was said last time. Call any number in the app with one click, and file the call with a topic and note when you hang up.
- Screen pop on every call
- Click-to-call from any record
- Recordings on the client page
- Wrap-up topic, category & note
Built for teams that sell and serve by phone.
- Sales teams
A pipeline that tracks itself
Leads assigned automatically, calls recorded on the deal and follow-ups created from every call.
- Support desks
Context on every call
Open tickets and the last conversation pop up before the agent answers.
- Service providers
Clients, services and codes
Client codes, services such as “20 Mbps Home” and custom fields fit subscription businesses.
- Branch networks
Each branch sees its own
Records belong to a branch, and each user sees their own, their branch or everything.
Yes. Import CSV or Excel files of up to 10,000 rows. Columns are mapped automatically, a dry run shows what will happen first, and duplicates can be skipped, updated or added. Any failed rows can be downloaded and fixed.
Put every customer conversation in one place.
Start a trial, import your clients and take your first call with the caller pop-up on screen.