Customer Management
Customer Relationship Management (CRM)
Purpose-built CRM for laboratories and life sciences. Manage customer relationships, track sample submissions, handle quotes and invoicing, and provide self-service portals that delight your clients.
Active Clients
342
Win Rate
28%
Revenue MTD
$847K
| Name | Segment | Status | Value |
|---|---|---|---|
| PharmaCorp Inc. | Enterprise | Active | $125K |
| BioTech Labs | Mid-Market | Prospect | $45K |
CRM Built for Laboratories
Key Features
Industry-specific features that generic CRMs simply can't provide.
Customer Database
360° view of every customer with contacts, contracts, testing history, and communication logs.
Quote Management
Create accurate quotes with test pricing, turnaround times, and automated follow-ups.
Customer Portal
Self-service portal for sample submission, result viewing, invoice payment, and report downloads.
Communication Hub
Email integration, automated notifications, and complete communication history.
Sales Pipeline
Track opportunities from lead to close. Forecast revenue and identify growth opportunities.
Invoicing & Payments
Generate invoices from completed work. Track payments and manage accounts receivable.
Grow Your Business
Benefits
Build stronger customer relationships and increase revenue.
35% Higher Customer Retention
Better service visibility and proactive communication keeps customers coming back.
50% Faster Quote-to-Cash
Streamlined quoting, ordering, and invoicing accelerates the revenue cycle.
Self-Service Convenience
Customer portal reduces phone calls and emails while improving client satisfaction.
Complete Customer Insights
Understand testing patterns, preferences, and opportunities for each customer.
Empower Your Customers
Customer Portal
Give customers 24/7 access to their information with a branded self-service portal.
- Submit Samples Online
- Track Sample Status
- Download Reports
- View Invoice History
- Request Quotes
- Manage Contacts
Discover
Lead capture and qualification
Engage
Quotes, proposals, and follow-up
Win
Close deals and onboard customers
Grow
Expand relationships and revenue
Ready to Transform Customer Relationships?
See how Fiscal Ox CRM can help you grow your laboratory business. Schedule a demo today.
Works Great With
Tie customer-facing workflows to quality, documents, and assets for a single source of truth across the lab.
Quality Management System
Integrate quality processes with your lab workflows for complete compliance management.
Document Management
Centralized document control for SOPs, methods, and lab documentation.
Equipment Management
Track calibration schedules, maintenance, and equipment qualifications.