Contacts
Each customer gets one record with their full history of calls, emails, texts, forms and notes. Anyone on your team can pick up where the last person left off.
One system instead of many tools
Many businesses run on a patchwork of separate apps that don't talk to each other. Each one has its own login and its own bill, and your customer details end up spread across all of them. Axio CRM does the work of:
- a contacts spreadsheet or basic CRM
- a shared inbox
- an email marketing tool
- an SMS tool
- a booking tool
- a website and landing page builder
- a form and survey tool
- a website chat tool
- a social media scheduler
- a review request tool
- an automation connector
- an invoicing tool
- a course platform
- a reporting dashboard
Axio CRM
Everything inside Axio CRM
21 areas and 90 functions, each explained in a sentence or two. Tap an area to jump to it. Most functions are part of the system. A few carry a tag:
Usage-based charged by how much you use itAdd-on needs a monthly add-onBeta still in early release
Contacts and CRM
Every customer, deal and task in one place.
9 functions
Smart lists and bulk actions
Save filtered lists, like everyone who enquired last month but never booked. Then message, tag or update the whole list in one go.
Companies
Group contacts under the business they work for, so you can see everyone at a client company together.
Custom objects and associations
Create your own record types, such as properties, policies or vehicles, and link them to the right contacts.
Custom fields and values
Store any extra detail you need, like a birthday or a policy number, and drop it into messages automatically.
Import and export
Bring your contacts in from a spreadsheet or your old CRM, and export them whenever you want.
Opportunities and pipelines
See every deal on a visual board, stage by stage, with its value. You can tell what is about to close and what has gone quiet.
Tasks and projects
Set one-off and repeating tasks, and run projects in a board or list view.
Prospecting tool
Find businesses you want to win, audit how they show up online, and send them a report. The basic version is included and the premium version is an add-on.
Conversations
Every message from every channel, in one inbox.
3 functions
Unified inbox
SMS, email, WhatsApp, Facebook, Instagram, website chat and calls all land in one inbox. You reply from one screen instead of switching between apps.
Website chat widget
A chat bubble for your website. Visitors who start a chat become contacts in your inbox, so enquiries stop slipping away.
Manual actions
A queue of calls and texts for your staff to work through by hand, one after another.
Phone and SMS
Business calls and texts without a separate phone provider.
3 functions
Phone system
Get local numbers, then make and take calls in your browser or on the mobile app. Calls can be recorded.
SMS and MMS
Two-way texting with your customers, from the inbox or from your automations.
Voicemail, phone menus and call tracking
Leave voicemails without ringing, set up a "press 1 for sales" menu, and use tracking numbers to see which ad made the phone ring.
Write and send email from the same system.
4 functions
Built-in email sending
Send email straight from Axio CRM. You don't need to sign up for a separate email service.
Email marketing and builder
Build campaigns with drag and drop, save templates and schedule sends. Each email sent is charged as email sending.
Email validation
Check addresses before you send, so bounced emails don't hurt your sender reputation.
Dedicated email IP
Your own sending address for high-volume email, so other senders can't affect how your emails land.
The app your customers already use.
1 function
Send and receive WhatsApp messages in the same inbox, and use them in your automations. It needs a monthly add-on, and messages are charged by use.
Marketing
Tools to bring people in and keep them coming back.
9 functions
Ad manager
Create and manage Facebook and Google ads without leaving Axio CRM. You still pay the ad platforms for your ad spend.
Trigger links
Trackable links that start an automation when someone clicks, such as tagging them as interested and sending a follow-up.
Brand boards
Keep your colours, fonts and logos in one place so every page and email looks like your business.
Countdown timers
Add a live countdown to emails and pages when an offer has a real deadline.
Events
Set up an event and promote it from the same place you keep your contacts.
Loyalty and referrals
Reward repeat customers and the people who refer new ones. Still in beta.
Template library
Start from ready-made templates for pages, emails and automations instead of a blank screen.
Affiliate manager
Run your own affiliate programme. Partners get their own link, and their commissions are tracked for you.
Partner marketplace
List your courses in a marketplace where partners can promote and sell them with you.
Websites and funnels
Your website, landing pages and sales funnels, built in the same place as everything else.
7 functions
Website and funnel builder
Build full websites, landing pages and sales funnels with drag and drop. Hosting is included.
Blog
Write and publish blog posts on your own site.
Webinar pages
Build the sign-up and watch pages for your webinars.
QR codes and page analytics
Make QR codes for flyers and signs, and see how many people visit each page and funnel.
Domains
Connect a domain you already own, or buy a new one. Each new domain you buy is charged separately.
WordPress hosting
Already on WordPress? Keep your site and host it on managed hosting here.
SEO tools
Keyword research, site audits, backlink checks and local search tools to help people find you on Google.
Forms and surveys
Ask the right questions and capture every answer.
3 functions
Forms
Lead capture forms that drop every enquiry straight into your contacts.
Surveys
Multi-step questionnaires that change the next question based on earlier answers.
Quizzes
Scored quizzes that capture a lead when someone finishes.
Calendars and booking
Let customers book themselves in.
4 functions
Calendars and booking pages
Customers pick a time online and get reminders automatically. Bookings sync with Google and Outlook calendars.
Team booking and round robin
Share bookings across your team in turn, or by service, so the work is spread fairly.
Rentals
Take bookings for rooms, venues or equipment as well as people.
Field services
Book on-site jobs and set the travel areas you cover.
Automation
Let the system do the follow-up for you.
4 functions
Workflow builder
Visual if-this-then-that automation that works across every part of Axio CRM. Most steps are included. A few premium steps are charged each time they run, with monthly bundles if you use a lot of them.
AI models in workflows
Add outside AI models as a step in your automations to write, sort or summarise.
Workflow maps and recipes
See your automations on a visual map, or start from a ready-made recipe.
Fulfilment logic
Send jobs and orders to the right person or next step automatically.
AI
AI that answers customers and drafts work for you. Most AI features are charged by use, and there is an optional monthly AI bundle.
13 functions
Conversation AI
An AI chat assistant that answers questions and books appointments over SMS, website chat, social media and WhatsApp.
Voice AI
An AI phone assistant that takes and makes calls. It can also sit on your website as a voice widget.
Content AI
Writes text and creates images for your emails, posts and pages.
Reviews AI
Drafts replies to your online reviews so none go unanswered.
Funnel AI
Describe the page you want and it builds a first draft of the page or funnel.
Workflow AI
Describe an automation in plain words and it builds the workflow for you to check.
Email AI
Writes emails for you inside the email builder.
Ask AI
An in-app assistant that answers questions about your account and does tasks for you.
AI Studio
Build your own small AI tools and apps inside your account.
Agent Studio
Build custom AI agents that work through several steps on their own.
Managed agents
Ready-made AI agents you switch on instead of building your own.
Knowledge bases
Give your AI assistants your documents and website, so their answers match how your business works.
MCP server
Lets the outside AI tools you already use connect to your account.
Reputation
Get more good reviews and look after the ones you have.
4 functions
Review requests
Ask customers for Google and Facebook reviews automatically after a sale or visit.
Video testimonials
Collect short video reviews from your customers.
Competitor analysis and Google profile tips
Compare your reviews with your competitors' and get pointers to improve your Google Business Profile.
Online listings
Keep your business details the same across online directories.
Payments
Quote, invoice and get paid.
6 functions
Payments and invoicing
Send invoices, estimates, recurring invoices and payment links, or text customers a link to pay. Your payment provider charges its usual card fees.
Products, taxes, coupons and gift cards
Keep a product catalogue, set tax rules, and create discount codes and gift cards.
Orders and subscriptions
Track every order, subscription and transaction in one list.
Tap to pay
Take card payments face to face on your phone.
Payment providers
Works with Stripe, PayPal, Square, Adyen, Razorpay and others, so you can keep the provider you have.
Documents and contracts
Send proposals and contracts and get them signed online.
Online store
1 function
Online store
Sell online with product pages, filters and saved customer addresses. It syncs with Shopify if you already use it.
Courses and communities
Teach, and build a members' space around it.
3 functions
Courses and membership sites
Host online courses, release lessons over time, and sell access with offers.
Communities
Private member groups with posts and channels.
Certificates and badges
Give members a certificate or badge when they finish a course.
Reporting
Know what is working.
4 functions
Dashboards
Build your own dashboards for leads, revenue and team activity.
Tracking and attribution
See which ad or source brought in each lead and each sale, so you know which marketing pays off.
Custom reports and marketing audits
Build the reports you need and run marketing audit reports.
Audit logs
See who changed what, and when.
Mobile and client portal
Work from anywhere, and give clients their own door in.
4 functions
Mobile app
Run your inbox, calls, pipelines and payments from your phone.
Desktop app
Use Axio CRM as an app on your computer.
Client portal
One login where your clients reach their courses, communities and invoices.
Branded client app
Your client portal as a phone app with your own name and logo on it.
Integrations
Connect the tools you want to keep.
3 functions
App marketplace
Install extra apps, automation steps and AI templates. Some apps charge their own fees.
Built-in integrations
Connects with Google, Facebook, Stripe, Zapier, QuickBooks, Shopify, TikTok and more.
API and webhooks
Your developers can connect your own systems through the API and webhooks.
Compliance and languages
Settings for regulated work and other languages.
2 functions
Healthcare data compliance
A HIPAA compliance mode for clinics that handle patient data under US rules. Once it is switched on, it cannot be switched off.
Languages and regional settings
Use the system in more than one language and set your regional settings.
Media library
1 function
Media library
One central place for your files and images, ready to use in pages, emails and posts.
Done for you by Axionet
A system this big is only useful once it is set up for your business. That part is on us.
We set it up
We build your account around how you sell, bring in your contacts and connect your channels.
We train your team
We show your staff how to use the parts they need, so they are not left to work it out alone.
We stay on hand
When you have a question or want to add something new, you talk to Axionet.
Questions
Do I need to be technical to use Axio CRM?
No. We set it up with you and show your team how to use it. Day to day, it is point and click.
What does it cost?
That depends on which features you use and how much. Book a demo and we will go through what your business needs.
What does "Usage-based" mean on a feature?
Some features, like calls, texts, emails and most AI, are charged by how much you use them. Everything else in the list is part of the system. Features marked "Add-on" need a monthly add-on.
Can I bring my existing contacts?
Yes. Import them from a spreadsheet or your old CRM. We can help you do it during setup.
Does it work with WhatsApp?
Yes. WhatsApp messages come into the same inbox as your other channels. It needs a monthly add-on, and messages are charged by use.
Can I use it on my phone?
Yes. The mobile app covers your inbox, calls, pipelines and payments.
See Axio CRM with your own business in mind.
Book a demo with Axionet. We will walk through the parts that matter to you and answer your questions.
Book a demo
Social media
Plan your posts once and publish everywhere.
2 functions
Social planner
Plan and schedule posts to Facebook, Instagram, LinkedIn, TikTok, Google Business Profile and more from one calendar.
Multiple Facebook accounts
Connect several Facebook accounts and pages and bring their leads and messages into one place. This one is new and still in early release.
Beta