Online CRM Software

Enerpize CRM Software is an SME-centered client relationship management software designed to establish strong client engagements, identify sales, deals, and lead management opportunities, and schedule appointments and service bookings with an ultimate aim to leverage your business growth potential.

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Free 14-Day Trial

No Credit Card Required

No Setups

All-App Inclusive

Engage Clients

Send online invoices to customers, get paid quickly online. Manage recurring billings and automate follow-ups.

Track Payments

Get a Client Statement to track client balances and payments for collection or follow-ups on dues.

Unify Communication

Keep all appointment alerts, email and SMS communications in one place and make communication a matter of clicks.

Customizedfor 50+ industries

Select your industry. See how Enerpize fits your business for free.

Client Management

Establish an integrated client database to store purchase history, preferences, and communication logs. Define lead management cycles and follow-up rules. Gain insights into client interactions with detailed client timeline.

Explore CRM Try CRM for Free

Client Portal

Build trust and engagement with a robust client portal. Share invoices, estimates, projects, and appointments seamlessly. Enable clients to book services, schedule appointments, and access their statement effortlessly.

Explore Client Portal Get Client Statements for Free

Service Bookings

Enable clients to self-book services or schedule meetings via a dedicated portal, make advance payments upon invoicing, and let Enerpize automate slot allocation, employee availability, and shift management.

Explore Bookings Try CRM for Free

Engage Better With Powerful Tools

Use a wide range of CRM features and built-in capabilities to engage your clients, generate leads, make proper employee-client connections, and leverage your revenue potential.

Client timeline and activity log
Multiple contacts management
Estimates and negotiations
Bulk database import and export
Bulk SMS and emails
Terms and conditions
Sales pitch attachment

Custom fields
Custom actions and statuses
Custom form builder
Tailored workflows
Email & SMS templates
Printable templates
Branded client portal

Account manager notifications
Client SMS notifications
Recurring appointments
Auto email & SMS reminders
Auto accounting journals

Loyalty Points

Encourage loyalty and business growth by structuring loyalty programs with eligibility rules based on purchase history, spend volume, and applicability criteria to select items and customers.

Explore Loyalty Points Start a Loyalty Program for Free

Memberships

Design memberships, subscriptions, and packages. Set client attendance rules, additional benefits, add-ons, validity and expiration dates, and automate credit management and points consumption.

Manage Client Contacts Create Membership Plans for Free

SLA & Performance

Formalize SLAs with clear performance metrics, responsibilities, and expectations to satisfy your clients and align your staff. Customize your workflow to set KPIs, goals and targets and associate it with commissions.

Manage Workflow Track Client Satisfaction for Free

Client-Focused Reports & Insights

Generate fully integrated and detailed client debt, list, balance, sales, payment, statement, purchase history and appointment reports. Get clients aboard to engage more and grow together.

CRM Reports & Business Intelligence Try CRM for Free

Grow With Enerpize

Leaders, managers, and employees—all work as one.

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Why Enerpize Is Your Perfect
Business Solution?

Free Lifetime Updates

Enerpize is rapidly and constantly growing and our support expands in response. Our forever updates, whatever your plan is, ensures your software is always covered so your business can grow with Enerpize.

Safe, Secure & Trusted

Enerpize is GDPR-complaint, hosted on cloud-based servers, and 256-bit SS-encrypted to ensure your data integrity, safety, and security.

Free, Quick & Reliable Support

Enerpize support caters to every business need, 24/7, to our customer base utmost satisfaction. With or without Enerpize user manuals, you are never lost looking up anything to use our system efficiently, quickly, and smoothly.

Remote: Yes. Disconnected: Never.

Wherever or whenever you are and from any logged-in device, get instant cloud-based access to run your business. Get forever updates to strategize and grow. You are never out of reach with Enerpize.

For you, for every size of business

Unleash your potential. Unlock your growth.

Go Robust for Free

Retail

Business Services

Professional Services

Medical

Logistics

Bodycare & Fitness

Automotive

Learning

Real Estate & Construction

Tourism, Hospitality & Transport

FAQs

Enerpize Client Management Software makes managing client records easy by allowing you to organize and segment clients, prevent workgroup overlaps, and securely store all client data, including contact details, legal documents, and financial records, in one encrypted platform.

Enerpize Membership Management Software helps you manage and customize subscription plans effortlessly by allowing you to create, modify, and assign plans tailored to your members' needs. It supports flexible billing cycles, automated renewals, and seamless upgrades or downgrades of plans.

Enerpize helps encourage loyalty and business growth by allowing you to create loyalty programs with customizable eligibility rules based on purchase history, spend volume, and specific criteria. You can select items and customers eligible for loyalty points, ensuring your program is tailored to drive engagement and reward your most valuable clients.

Enerpize Client Management Software boosts client engagement through a dedicated portal where clients can view their account details, invoices, and payments. They can approve estimates, make payments online, and start project collaborations. The portal also allows clients to self-book services and meetings, making the process easier and more interactive.

POS & Retail