CRMX
CRMX combines CRM, marketing, and sales pipeline tools in a single platform.
Updated October 2026
Overview: What is CRMX?
It uses AI to automate follow-up sequences across email and text. The system targets small businesses that want to centralize lead tracking and conversion.
CRMX is a CRM platform built around automated follow-up workflows that use AI. It lets teams manage contacts, build sales pipelines, and run email and text marketing campaigns from one dashboard. Users can create websites and funnels without leaving the tool. An AI automation builder handles repetitive outreach tasks and chat interactions. Reporting across multiple dashboards gives visibility into pipeline health and campaign performance. The platform serves small businesses in verticals like home services, coaching, and fitness.
Fit: Ideal customer profile.
Small businesses and startups in service-based verticals like home services, coaching, or fitness that need a unified CRM with automated follow-up.
- Seed
- SMB
Capabilities
Key features.
01
AI automation builder for outreach workflows
02
Automated follow-up across email and text
03
Sales pipeline management and deal tracking
04
Website and funnel builder included
05
Multi-dashboard reporting and analytics
06
AI chat and voice bot support
07
Unlimited contacts on all paid plans
08
Zapier integration for third-party connections
09
Centralized contact and lead management
Usage
How to use CRMX.
Teams sign up, import or add leads, and configure automated follow-up sequences using the AI builder. From there they manage outreach, track deals through the pipeline, and monitor results via the reporting dashboards. A 14-day trial lets new users test the workflows before committing to a paid plan.
Cost
Pricing.
$199/ Per team
Starts at $199 per month per team for the Pro plan. A 14-day free trial is available and all plans require a one-time setup fee.
Pro
$199.00
- 20 users max
- Unlimited contacts
- Unlimited funnels
- Unlimited websites
- AI chat + voice bots
- Mandatory $1250 setup
Unlimited
$299.00
- Unlimited users
- Unlimited contacts
- Unlimited funnels
- AI chat + voice bots
- Mandatory $1250 setup
- Best for large teams
Enterprise
$2499.00
- Includes Unlimited plan
- Advanced setup
- Dedicated manager
- Custom updates done
- AI bot setup included
- Mandatory $5000 setup
At a glance
Quick facts.
- Stack position
- Sales Engagement
- Category
- AI Marketing Tools, AI Sales Tools, Sales Tools
- Best for
- Seed, SMB
- Pricing
- From $199/Per team
Subcategories
- AI Automation
- AI CRM
- Buyer Engagement
- Multichannel Outreach
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Questions
Frequently asked.
How do you get started with CRMX?
Create an account, import your leads, and set up automated follow-up sequences. You can then manage marketing, track deals, and monitor performance from one place.
What does CRMX cost?
The Pro plan starts at $199 per month for up to 20 users. All tiers require a one-time setup fee, and a 14-day trial is available.
Why should teams consider CRMX?
It bundles CRM, marketing, and automation into one platform with unlimited contacts and AI workflows. Support is available around the clock.
How does CRMX work day to day?
It centralizes all lead, marketing, and sales data in a single system. AI handles follow-up automation while pipelines and reports track progress.
Is there a free version of CRMX?
There is no free plan, but a 14-day trial lets you test the platform. Every paid plan includes a mandatory setup fee.
Does CRMX integrate with other tools?
It connects to thousands of apps through Zapier. Accounts are not shared with GoHighLevel, so data stays separate.
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Talk to us: Pick the tool. We run the system around it.
CRMX is one part of a stack. We build and run the revenue system it plugs into.
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