Features

CRM Features That Help You Look After Every Customer

MixCRM is a free CRM that keeps your customers, deals, tasks, calls and invoices in one place. Start with the basics and add more tools as you grow.

MixCRM features photo illustration
All your customersAll your customersIn one simple listTask done

Common features

Simple tools to keep every customer and every deal in order.

Leads

Never lose track of a new inquiry.

Contacts

Every customer in one simple list.

Accounts

See the company behind every contact.

Deals Pipeline

See every deal and where it stands.

Proposals

Send proposals customers accept online.

Agreements

Get contracts signed inside MixCRM.

Invoices

Turn won deals into paid invoices.

Tasks

Never miss the next step.

Calendar

Meetings and reminders beside the deal.

Email Inbox

Your inbox wired into every deal.

Campaigns

Send follow-ups that run on time.

Workflows

Let MixCRM handle repeat work.

Reports

See leads, sales and team at a glance.

Roles and Permissions

Choose who sees what.

Mobile App

Your CRM on iOS and Android.

Tickets

Keep every support promise.

Forms

Turn website visitors into leads.

Custom Fields

Store the details that matter.

Integrations

Connect the tools you already use.

Import and Export

Move your data in and out safely.

Advanced features

MixAI and smart insights that suggest the next step.

MixAI Assistant

Ask your CRM anything about your data.

MixAI Email

Draft with MixAI, send when you say.

MixAI Tasks

Turn a sentence into a task.

MixAI Notes

Say it once. MixAI remembers for you.

MixAI Invoices

Ask who owes you and get the answer.

MixAI Deals

Manage deals by talking about them.

Deals at Risk

Spot deals that need you early.

What to Do Today

Start your day knowing what matters.

Where Am I Lacking

An honest look at what needs attention.

Call Intelligence

Summaries and action items from calls.

Meeting Assistant

Meeting outcomes on the right record.

Customer Journey

See what customers do before they call.

Engagement Score

A score you can explain.

AI Badges

Always see what AI created.

MixCRM MCP

Coming soon: connect your own AI tools.

All in one

Free CRM features that cover the whole journey

MixCRM brings leads, customers, deals, proposals, agreements and invoices into one easy place.

Fewer tools to pay for and fewer tabs to switch between.

Free to start

No credit card. Upgrade only when you need more.

Everything in one place

Less tab switching and lower cost.

Faster with MixAI

MixAI helps you write, plan and find answers. It suggests, you approve.

FAQ

CRM features, answered

Quick answers about what MixCRM can do.

Start Free

What features does a free CRM include?

MixCRM includes leads, contacts, accounts, deals, proposals, agreements, invoices, tasks and more. The Free plan covers up to 500 contacts, 2 users, 50 deals, 3 workflows, 25 proposals and 25 invoices.

Does MixCRM have AI?

Yes. MixAI helps you find records, draft emails and plan your day. It proposes changes and you confirm them. MixAI is limited on the Free plan and full on paid plans.

Can I send proposals and invoices from the CRM?

Yes. Create and send them without leaving MixCRM.

Which features need a paid plan?

API access and full MixAI start on paid plans, and paid plans raise the limits on contacts, users, deals, workflows, proposals and invoices. See Pricing for the full comparison.

What is coming soon?

MixCRM MCP, which will let you connect MixCRM to your own AI tools. It is marked Coming soon on this page until it is available.

Try MixCRM free today

Create your free account in about a minute. No credit card needed.

Start Free with MixCRM