Free Base CRM
Start with core client, lead, deal and pipeline management on an agreed deployment scope.
Best for: Best for teams validating CRM workflows before investing in extensions.
CRM for Better Client and Deal Decisions
A ready-to-deploy CRM platform that can be customized around your business, team and growth priorities.
FREE BASE CRM · READY TO DEPLOY
One clear view of your clients, leads and deals
Start with a free base CRM that can run on your own server. FIX Partner CRM gives owners, CEOs and senior managers the visibility to understand what is happening across the pipeline, where follow-up is needed and which decisions deserve attention next. When your needs grow, we can customize the platform as a managed SaaS deployment or agree a source-code handover.
Start free. Deploy where you choose.
- Free base CRM foundation
- Deploy on your server
- Customize as managed SaaS
- Source-code handover available
FLEXIBLE OWNERSHIP
Start with a free base. Choose your next step.
Use the core CRM without an upfront license fee, then choose the deployment and ownership model that fits your growth, governance and customization needs.
Customized SaaS
FIX Partner hosts, operates and evolves a customized CRM with integrations, automation and support.
Best for: Best for teams that want speed and managed operations.
Source-Code Handover
Customize with FIX Partner, then receive the agreed source code, documentation and deployment guidance.
Best for: Best for organizations that need long-term technical ownership.
Free base CRM scope, hosting responsibilities, customization, support, third-party services and source-code rights are defined in the applicable proposal and agreement.
CRM CAPABILITIES
From relationship data to confident action
The platform connects day-to-day client management with the visibility leaders need to make better decisions.
Client management
Keep company records, contacts, conversations, activities and relationship context in one shared workspace.
Leads and deal pipelines
Capture opportunities, qualify leads, assign ownership and move deals through a clear sales process.
Management decision support
Give owners, CEOs and senior managers a practical view of pipeline health, conversion, revenue and follow-up risk.
AI-assisted workflows
Summarize activity, surface next actions and help teams prioritize opportunities with human review and control.
BUSINESS BENEFITS
More than a contact database
A CRM creates value when it helps people act faster, leaders see risk earlier and the organization learns from every client and deal interaction.
Shorter response times
Route new enquiries to the right owner, capture context once and make the next action visible.
Higher pipeline confidence
See deal stages, probability, inactivity and blockers without waiting for manual spreadsheet updates.
Stronger client retention
Keep relationship history, commitments, service signals and follow-up responsibilities in one place.
Better management decisions
Give leaders a consistent operating picture for prioritization, forecasting, staffing and investment decisions.
Less operational duplication
Replace scattered spreadsheets, inbox searches and disconnected status reports with shared workflows.
A foundation that can grow
Start with core CRM workflows, then add automation, AI, integrations, reporting and custom modules as needs evolve.
BUILT FOR THE PEOPLE WHO RUN THE BUSINESS
The right view for every decision-maker
Different teams need different views of the same relationship and revenue data. CRM keeps the source of truth connected.
Owners and CEOs
Understand revenue visibility, key accounts, pipeline risk and where leadership attention is needed.
Sales and business development
Prioritize leads, manage activities, coordinate handoffs and keep opportunities moving.
Account and client teams
Track commitments, conversations, renewals, service issues and relationship health.
Operations and finance
Connect commercial activity to delivery capacity, forecasting, billing context and business reporting.
Customize without starting from zero
Adapt the CRM to your process with custom data fields, pipeline stages, approval rules, user roles, dashboards, notifications and integrations.
Make decisions from one operating picture
Replace scattered spreadsheets and disconnected updates with a consistent view of client health, sales activity, deal probability, revenue outlook and next actions.
CRM FAQ
Questions about the CRM platform
Is there a free base CRM?
Yes. FIX Partner can provide a free base CRM foundation for agreed core workflows, with deployment scope and support responsibilities defined before implementation.
Can the base CRM run on our server?
Yes. The base CRM can be prepared for deployment on your server or agreed environment, subject to infrastructure, security and access requirements.
Can the CRM be customized?
Yes. FIX Partner can customize fields, stages, roles, workflows, dashboards, integrations and automations around your operating model.
Who is the CRM designed for?
It is designed for owners, CEOs, sales leaders and senior managers who need a reliable view of customer relationships, pipeline and commercial decisions.
Can it integrate with our current tools?
Yes. Integration scope can include websites, forms, email, calendars, ERP, accounting, support, messaging and other business systems.
Choose how you want to start
See the CRM in action, start with a SaaS deployment, or discuss a version customized for your workflows.
DELIVERY PROOF
Experience, delivery discipline, and capabilities
Facts and capabilities drawn from FIX Partner's public company information and the service scope on this page.
49+
Team members
9+
Years of experience
Vietnam + Global
Delivery coverage
How delivery moves forward
- 1Discovery
- 2Design
- 3Build
- 4QA
- 5Launch
- 6Support
Capabilities for this engagement
Discovery and solution design
Product and platform engineering
Quality assurance and release readiness
Integration with existing systems
Launch, handover, and ongoing support
ADDITIONAL INFORMATION
A delivery partner built around your next step
Whether you need a focused specialist, a project team, or a long-term delivery partner, FIX aligns the people, capabilities, and delivery plan to your goals.
Flexible team size
From one specialist to a cross-functional delivery team.
Join at any stage
Discovery, delivery, modernization, release, or support.
2–4 week kickoff
Typical start target after scope and team requirements are confirmed.
ENGAGEMENT MODELS
Choose the engagement model that fits your delivery needs
Start with the right level of ownership, flexibility, and team capacity for your initiative.
Dedicated Development Team
A stable, cross-functional team aligned to your product roadmap and delivery goals.
View model detailsIT Staff Augmentation
Add the engineering, QA, AI/data, or cloud specialists your team needs now.
View model detailsProject-Based Outsourcing
Deliver a defined scope with clear milestones, quality gates, and handover.
View model details