PHC CRM FX Pricing, Features, Reviews & Comparison of Alternatives


Creating leads and keeping customers happy.

4.25/5 (4 reviews)

PHC CRM FX overview

- Save and update every lead contact information.
- Buy a database, import it and work on it here, by creating activities for each contact and keeping every lead under control.
- When the deal has been closed, just convert your lead into an account with all information previously created.
- Keep a file for every company you do business with. The power in knowing it all (about your customer)
- Know the right people and keep them on speed dial. Your contacts and who you talk to, to keep your customer relationship up-to-date.
- Set your appointments, add-in other users and book the venue for the meeting.
- The Calendar warns you of overlaps and conflicts between appointments.
- Save everything you do, e-mails, calls, or anything you think is important.
- Save every task-related opportunity, account or contact. Know what you have to do, always.
- Choose the image that fits your company best. We don't take it personally if you prefer to draw and design your own reports and make them your own. Get in touch with your creative streak.
- Create electronic newsletters and custom emails on your own. Your customers will love them.
- Hundreds of customisable analyses, to control business indicators and monitoring the performance of each sales rep or the team as a whole.
- With different companies, just choose which one you want to work with when you login.
- Choose a PHC FX database in English, Spanish or Portuguese. Different users can use their own language.
- A start-up assistant streamlines the initial configuration of data so that you can start working seconds after you subscribe.
- Delete a set of records of a table. This is great for data import of external files. If needed, throw in the towel and start again.
- User Backups.


Starting from
Pricing options
Value for money
View Pricing Plans


Business size



Europe, Latin America, Middle-East and Africa, United Kingdom

Supported languages

English, Portuguese, Spanish
PHC CRM FX screenshot: DashboardPHC CRM FX screenshot: CRMPHC CRM FX screenshot: CRMPHC CRM FX screenshot

PHC CRM FX reviews


Very good

Value for money
Ease of use
Customer support
Steve Richardson

Good Apps for small companies

Reviewed 2013-12-13
Review Source: GetApp

We have been using PHC FX for almost 2 years and so far we are very pleased. Business FX Is easy to use and the complete integration with CRM and Support allows us to view the client's profile from a single access. And it's not expensive for what you get.Integration with different tools Easy to use Powerful and complete real time analysis

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My company everywhere

Reviewed 2014-01-28
Review Source: GetApp

PHC FX let’s me carry may company everywhere. I can access important information on invoicing and the real status of my company wherever I am, and in any device. This is priceless for me. The new products that they launched, like PHC FX Team, let’s me keep my team on time with their actions, and we never missed a deadline.User interface Accessible with every device Very complete

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Sara Garrido Lopez

Priceless tool that comes with me

Reviewed 2014-02-11
Review Source: GetApp

As a service assistant provider, I spend most part of my day out of the office and needed an app to manage my request in real time. This app allows me to see every request that comes in, assign to a team or technician, know it’s status from anywhere. It is a priceless tool for my daily workload.

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Henry Boyd

From lead to deal

Reviewed 2014-02-11
Review Source: GetApp

This little app is great for small businesses and small teams. Everything is saved online and if you buy the Business module you can charge your customers after closing the deal. We added on Documents, to share every agreement and keep our teams up to date.

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PHC CRM FX pricing

Starting from
Pricing options
Free trial
View Pricing Plans

Choose an annual plan or pay on a monthly basis. Your subscription comes with unlimited data, training and step by step manuals, regular upgrades, backups and a lot more!

PHC CRM FX features

Contact Database

Activity Dashboard (182 other apps)
Activity Tracking (132 other apps)
Automatic Notifications (171 other apps)
Automatic Reminders (163 other apps)
CRM Integration (118 other apps)
Calendar Management (157 other apps)
Custom Fields (130 other apps)
Customer Database (126 other apps)
Customizable Branding (156 other apps)
Customizable Reporting (135 other apps)
Customizable Templates (135 other apps)
Data Import/Export (151 other apps)
Electronic Payments (118 other apps)
Email Integration (156 other apps)
Mobile Integration (121 other apps)
Reporting & Statistics (181 other apps)
Social Media Integration (134 other apps)
Third Party Integration (175 other apps)


Additional information for PHC CRM FX


Streamline customer management? Ramp sales?

A simple to use monitor allows you to track your ‘to-do’ list and “hot” deals. Imagine all the answers delivered at the right moment. Be a frontrunner with the best CRM practices.
Follow up on Opportunities. For each opportunity save each step until you close the deal.
For each opportunity, save its status and probability of success. Keep everyone in the loop.
You can also allow a Status to close an opportunity, which will automatically spare you from doing that task.
The system saves each change of status, so you can have metrics that play out the process for you.
Know who you’re running against on each opportunity.