CRM software · the UK
CRM software in the UK
Business-to-business selling in the UK runs largely on email: an enquiry arrives, a quote goes out, and the follow-up depends on someone remembering. Operix builds CRM software that turns those threads into a pipeline, records what each contact has agreed to receive, and is delivered and supported remotely from Karachi.
Set up for the UK
Email at the centre
Messages to shared inboxes and website forms become leads with the conversation attached, so a colleague can pick up the thread when its owner is away.
Consent for marketing contact
Every contact shows what they opted into, when and through which form, and an unsubscribe takes effect at once, so mailing lists are built from consent and not from guesswork.
Quotes in pounds
Quotations from your price list in GBP showing net, VAT and gross, sent as a PDF and followed through to won or lost.
CRM software
What the CRM covers
The same CRM software we build everywhere, with the local setup above for the UK.
One inbox for every enquiry
Website forms, email and WhatsApp enquiries land as leads, with the source recorded so you know which channel pays.
Pipeline you can see
Each deal sits in a stage from new to won, and a board shows what is stuck and with whom.
Quotes from the CRM
Build a quotation from your price list, send it as a PDF and see when it was opened.
Follow-ups that happen
Reminders for calls and visits, and a daily list for each salesperson.
Customer history
Every call note, quote and order against the customer, so a new salesperson picks up where the last one left off.
Reports for managers
Leads by source, conversion by salesperson, and revenue expected this month.
Portfolio
CRM software projects
WebsiteERPCRMA2Z Pvt Ltd
Software house · Pakistan
A company website with service, location and blog pages built for search, alongside an ERP for managing the business.
Case study →
WebsiteERPCRMSiratim
Bottled water · Pakistan
A brand website and a CRM/ERP for a bottled water company's customers, orders and deliveries.
Case study →
ERPCRMHappy Palace School
School group with 12+ campuses · Pakistan
A school management CRM for a group of schools and colleges: admissions, students, parents, fees and campus operations across every campus.
Case study →
Questions
CRM software in the UK: what people ask
Can the CRM tell us who we are allowed to email?
It stores each contact's marketing consent with its source and filters mailing lists by it. What counts as valid consent for your kind of customer is a legal question under UK GDPR; confirm it with your lawyer and we build the rules they give.
Does it connect to our accounting package?
It can. A won deal can create the customer and a draft invoice in Xero, QuickBooks or Sage through the connection that package offers, so nobody types the order twice.
How much does a CRM cost?
It depends on users and integrations. We don't publish prices; message us on WhatsApp for a written quote.
Industries
Who uses our CRM software
Retail
Barcode billing, Stock by branch, Returns and exchanges
Retail software →
Restaurants
One order screen, Kitchen tickets, Recipes and food cost
Restaurants software →
Pharmacy
Batch and expiry, Near-expiry alerts, Fast counter search
Pharmacy software →
Distribution
Order booking on phone, Loads and delivery, Recoveries and ageing
Distribution software →
Textile
Orders and merchandising, Job work tracking, Stock by stage
Textile software →
Manufacturing
Bills of material, Work orders, Raw material stock
Manufacturing software →
Logistics
Enquiries to quotations, Purchasing and vendors, Jobs and shipments
Logistics software →
Travel agencies
Bookings, Receipts and balances, Suppliers
Travel agencies software →
Schools
Admissions and students, Fees, Attendance
Schools software →
See how we work in the UK.
References
Read before you buy: CRM software
Blog · 1 October 2026 · 5 min
CRM for sales teams in Pakistan who sell on WhatsApp
How a CRM for sales teams works when leads arrive on WhatsApp: one shared record, follow-ups that do not rely on memory, and chat kept in the flow.
Read →Blog · 1 October 2026 · 5 min
CRM vs Excel: when a sheet is enough and when it is not
CRM vs Excel for tracking leads and customers: what a sheet does well, where it breaks, five questions to settle it, and how to move.
Read →Blog · 1 October 2026 · 6 min
WhatsApp automation for business: what to automate first
WhatsApp automation in Pakistan and the UAE: order confirmations, delivery updates, payment reminders, app versus API, and what stays with a human.
Read →
the UK
Other services in the UK
Services
Works together with
ERP software
Purchasing, stock, sales, accounts and HR in one system, built around how your company already works.
ExplorePOS system
Fast billing for shops and restaurants that updates stock and the day's cash the moment a sale is made.
ExploreMobile app development
Android and iPhone apps for your customers and your team, connected to the same data as your ERP or website.
ExploreWeb development
Company websites and online stores that load fast, rank on Google and bring in enquiries.
ExploreSEO services
Get found on Google for the searches your customers make, in Pakistan, Dubai or wherever they are.
ExploreUI/UX design
Screens your staff can learn in a day, designed before a line of code is written.
Explore
CRM software for your business in the UK.
We'll show you what it looks like as one system. We don't publish prices: every quote starts with a conversation.