What is CRMX?
CRMX combines CRM, marketing, and sales pipeline tools in a single platform. 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 an AI-powered CRM platform built around automated follow-up workflows. 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.
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.
Key Features
- AI automation builder for outreach workflows
- Automated follow-up across email and text
- Sales pipeline management and deal tracking
- Website and funnel builder included
- Multi-dashboard reporting and analytics
- AI chat and voice bot support
- Unlimited contacts on all paid plans
- Zapier integration for third-party connections
- Centralized contact and lead management
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.
Pricing
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.
Frequently Asked Questions
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-driven 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.
