CRM software

CRM and customer management for your whole business

Wexio is a BE SBCOS — a Belgium Smart Business Cloud Operating System. Its CRM keeps customer records central and connects them to quotations, projects, documents and checkout.

This page describes the CRM functionality available today for controlled pilot use.

What SBCOS CRM covers

  • A central customer record with contact details
  • Documents linked to a customer
  • Quotations linked to a customer
  • Projects linked to a customer
  • Selecting a customer at checkout
  • Per-user, per-role access, scoped to your tenant

Customer data with controlled access

Customer records stay inside your tenant and are available according to each user's role and permissions, on desktop and mobile.

What is deliberately not included

SBCOS CRM does not promise marketing automation, mass email campaigns, lead scoring, built-in telephony or synchronization with external CRM systems. It stays limited to what is genuinely available and verified today.