AXIS CRM

Lead and customer management for advertising businesses

AXIS CRM is a CRM operated by AXIS Digital for its agency clients. It gathers every lead a business receives — Facebook and Instagram lead forms, Google campaigns, website forms and WhatsApp — into one board. Each lead enters automatically with the details the person left and the campaign it came from, gets tags and a follow-up task, triggers a push notification, and moves through the sales stages to closing.

What it does

• Automatic lead intake - one-click connections to Meta and Google; a lead appears on the board within seconds.
• Board, conversations and tasks - kanban by status, WhatsApp conversations inside the system, notes and reminders for leads nobody has handled.
• Calendar - appointments booked from the lead card, synced with Google Calendar.
• Automations - triggers and actions, including sending conversion events back to Meta and Google Ads to improve campaigns.
• Quotes and e-signature - a designed quote sent as a link, signed from the phone.

Google integration

A business that connects its Google account grants access to Google Ads (listing its accounts and campaigns, uploading conversions) and Google Calendar (availability and appointments). That data is used only for those features, as described in our Privacy Policy and Terms of Service.

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