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.

Customers Quotes Orders Invoices

Active Clients

342

Win Rate

28%

Revenue MTD

$847K
PharmaCorp Inc. Enterprise Active $125K
BioTech Labs Mid-Market Prospect $45K

CRM Built for Laboratories

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

Build stronger customer relationships and increase revenue.

1

35% Higher Customer Retention

Better service visibility and proactive communication keeps customers coming back.

2

50% Faster Quote-to-Cash

Streamlined quoting, ordering, and invoicing accelerates the revenue cycle.

3

Self-Service Convenience

Customer portal reduces phone calls and emails while improving client satisfaction.

4

Complete Customer Insights

Understand testing patterns, preferences, and opportunities for each customer.

Empower Your Customers

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.