Collaborate & Communicate
Customisable Dashboards
Absolute real-time visibility across your entire business.
Client History
Visualise every piece of historical and ongoing work for your clients.
Milestone Tagging
Highlight and locate key documents and conversations.
Centralised Forms
Manage policy renewals, ensure compliance, and balance workloads.
Status Management
Monitor the progress of every task in your pipeline.
Priority Management
Identify when tasks need urgent attention.
SMS with Esendex
Send, receive, and automate SMS.
Automate & Manage
Process Automation
Centralised Management
Email Templates
Streamlined Quoting
Deliver fast, consistent quotes.
Program Renewals
Consolidate multiple policy renewals into a single, streamlined process.
Escalation and Accountability
Identify when critical workflows require your attention.
Fortix × Office 365
How our tools help you work smarter.
Integrations between Fortix and Office 365 changes the game, creating a seamless connection that streamlines your entire workflow.
Learn More
Pilot Program
Try Fortix with your real data.
Is Fortix the best solution for your business? Gather all information you need to make an informed decision.
Looking for a specific feature?
Get in touch to learn more about Fortix’s capabilities, or ask about custom AdHoc development.
Workflows & Solutions
For Brokers
Manage claims, policy renewals, and customer relationships
For Leaders
Keep track of your teams progress as your business grows.
For Sales
Create opportunities, track leads, and nurture new clients.
For Professional Businesses
Speed run your business.
For Manufacturing & Trade
Automate quotes, track orders, and manage delivery.
Strategy Workshops
Better decisions start with better conversations.
Understand where your business is today. Align your leadership team. Build a practical roadmap for the future.
Connect
Book a Demo
See what Fortix is capable of, and get your questions answered.
Partner Program
Become an official Technology Partner with Fortix.
Discover
Blog & News
Keep up to date on our latest innovations & research.
Webinars & Events
Learn from our team and our most successful clients.
A client saved 50+ hours per week, and are consistently working 30+ days ahead with Fortix.
Read The Case Study
About Fortix
Our Story
Where we started, and where we’re going.
Our Community
How Fortix is helping Australian communities.
Research & Innovation
Exploring tomorrow’s technologies.
Work With Us
Browse open roles on our global team.
Contact Us
Take the first step to a smarter system.
Smarter CRMs & Workflows
Your technology partner for CRM, Automation and smarter AI workflows.
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