A fully custom, Egyptian-built CRM system designed to help businesses manage customers, track sales, and automate follow-ups — all from one centralized, fast, and beautiful dashboard.
Codexa CRM is a bespoke customer relationship management system built and maintained by Codexa for businesses across Egypt and the region. Unlike off-the-shelf solutions, it is tailored to your exact workflow, language preferences, and business processes.
The system is fully web-based, mobile-responsive, and can be integrated with WhatsApp, email, and your existing tools via a REST API.
Each CRM deployment is configured specifically for the client. This documentation covers the standard feature set. Your instance may have additional custom modules.
| Component | Requirement | Notes |
|---|---|---|
| Browser | Chrome 90+, Firefox 88+, Safari 14+ | Latest version recommended |
| Internet | Any stable connection | Min 1 Mbps for real-time features |
| Screen | 1280×720 minimum | Optimized for 1440×900+ |
| Mobile | iOS 14+ / Android 10+ | Full mobile support |
Get your Codexa CRM running in under 10 minutes. This guide covers initial login, adding your first contact, and setting up your pipeline.
Do not share your admin credentials. Create individual accounts for each team member to maintain a proper audit trail.
Codexa CRM is a hosted SaaS product — nothing to install. Your instance is deployed by Codexa on managed infrastructure. For self-hosted licenses, follow the steps below.
| Resource | Minimum | Recommended |
|---|---|---|
| CPU | 2 vCPUs | 4 vCPUs |
| RAM | 4 GB | 8 GB |
| Storage | 40 GB SSD | 100 GB SSD |
| OS | Ubuntu 20.04 LTS | Ubuntu 22.04 LTS |
| Node.js | v18+ | v20 LTS |
| Database | MySQL 8.0 | MySQL 8.0+ |
Every customer, lead, and partner lives here — with a full history of interactions, deals, tasks, and notes attached to each record.
| Field | Type | Required | Description |
|---|---|---|---|
| full_name | String | Yes | Full name of the contact |
| phone | String | Yes | Primary phone (Egyptian format supported) |
| No | Email for automated communications | ||
| company | String | No | Company or organization name |
| source | Enum | No | Lead source: Instagram, Referral, Website… |
| tags | Array | No | Custom tags for filtering and segmentation |
Use tags to segment contacts (e.g. "VIP", "Cold Lead", "Follow Up Q3"). You can then filter, assign tasks, and send bulk messages to any tag group.
A visual, drag-and-drop view of every deal at every stage. Track deal value, probability, expected close date, and assigned rep — all at a glance.
Stages are fully customizable. Go to Settings → Pipeline to add, rename, or remove stages. Each stage can have a default probability (%) for weighted pipeline value calculations.
| Field | Description |
|---|---|
| deal_name | Name or description of the deal |
| value | Deal value in your configured currency |
| stage | Current pipeline stage |
| close_date | Expected or actual close date |
| probability | Win probability % (auto-set by stage or manual) |
Never let a lead go cold. Create follow-up reminders, assign them to team members, and get notified at exactly the right moment.
Make data-driven decisions with built-in reports covering pipeline, team performance, revenue forecasts, and lead sources.
| Report | Description | Export |
|---|---|---|
| Pipeline Summary | Total value and count by stage | PDF / Excel |
| Won vs Lost | Deal outcomes over a date range | PDF / Excel |
| Team Performance | Deals and revenue per sales rep | PDF / Excel |
| Lead Sources | Where your best leads come from | PDF / Excel |
| Revenue Forecast | Weighted pipeline for 30/60/90 days | PDF / Excel |
Codexa CRM uses JWT (JSON Web Tokens). All API requests must include a valid bearer token in the Authorization header.
Never expose your API token in client-side code or commit it to version control. Use environment variables and server-side calls only.
Base URL: https://crm.yourdomain.com/api/v1
Receive real-time notifications when events happen in Codexa CRM. Use them to trigger actions in Zapier, n8n, or your own backend.
Common questions about Codexa CRM. Can't find your answer? Email our support team.
Yes. All data is encrypted at rest and in transit using AES-256 and TLS 1.3. Hosted instances run on isolated servers with daily automated backups.
Yes. We support CSV imports for contacts and deals. We also offer a free data migration service for clients moving from HubSpot, Zoho, or any Excel-based system.
Codexa CRM is fully responsive and works on any mobile browser. A dedicated iOS/Android app is on our roadmap for Q3 2026.
Yes. Codexa CRM supports full RTL Arabic UI. Switch the language from Settings → Language. Egyptian date and number formats are also supported.
Absolutely. Go to Settings → Pipeline to add, rename, reorder, or remove stages at any time without losing existing deal data.