A front desk that answers
Handle inbound questions, capture the reason for the call, qualify the opportunity, and move the right people toward an appointment.
The AI-first growth platform
See what happens when AI employees run your CRM.
Fully trained on your business, they contact, qualify, book, follow up, recover no-shows, and keep every customer record moving—inside one connected system.
Voice, text, chat Trained on your business Build it or let us
AI employeeGuy is working the lead.
4 actions completeMC
New leadIncoming call · 00:42
Guy
“I can help with that. What ZIP code is the property in?”
Lead
“32501.”
Lead capturedContact record created
01QualifiedService area confirmed
02AppointmentThursday · 2:00 PM
03PipelineMoved to Booked
04Appointment bookedRoof inspection · Thursday at 2:00 PM
12 sec speed to lead
no-show recovered
Built to run the front of your business
Home servicesCoachesConsultants
One lead. Every step handled.
From “I’m interested” to “I’m a customer.”
Most leads do not disappear at one dramatic moment. They leak between handoffs. CRMX gives AI and automation the job of closing those gaps.
01Capture
Site, funnel, form, chat, call
02Contact
AI responds while intent is high
03Qualify
One smart question at a time
04Book
The right calendar, the right slot
05Show
Confirm, remind, and remove friction
06Recover
Rebook cancellations and no-shows
07Convert
Advance every opportunity visibly
A real conversation—not a canned demo
Give Guy a job. See if he earns it.
Click the orb and talk with a real CRMX Voice AI employee. Give Guy a situation from your business and hear how he responds before he knows your scripts, rules, or calendar.
Live Voice AI · unscripted
Guy is applying for the job.
This is a real voice conversation—not a click-through simulation. Guy has not been trained on your business yet, so give him a situation and hear how he thinks on his feet.
Try saying“I run an HVAC company. A homeowner says the AC stopped cooling. Show me how you would handle the lead.”
- Give him the job
Tell Guy what kind of business he is auditioning for.
- Give him a real situation
Use a lead, caller, objection, or customer question you hear often.
- Decide if he earns the role
Imagine the trained version with your knowledge, rules, and calendars.
Connecting GuyLive AI employee audition
Browser voiceClick the orb and allow microphone access. You can mute or end the conversation at any time.
Live browser microphone Real Voice AI conversation You control when the audition ends
Build your AI office
Explore AI Employees Not a chatbot. A trained team that knows the next move.
Give each AI employee a role, a voice, approved knowledge, qualification rules, booking boundaries, and a clear human handoff.
Text and chat that keep moving
Respond across SMS and web chat, ask the next useful question, and keep the conversation alive without sounding like a blast.
Follow-up that does not forget
Re-engage new and old leads, work the next step, and surface the people who are ready for a human conversation.
Trained on your business
Give every AI employee approved services, FAQs, qualification rules, booking boundaries, and escalation instructions.
Built for how you sell
Different businesses. The same expensive gaps.
CRMX adapts the conversation, qualification, calendar, follow-up, and customer journey to the way your business actually works.
Home services
Answer calls, qualify the job, protect the service area, book the right calendar, and keep the homeowner informed.
- Roofing
- HVAC
- Plumbing
- Solar
- Pest control
- Cleaning
Coaches & consultants
Turn interest into booked conversations, nurture the not-yet-ready, deliver your expertise, and keep clients engaged.
- Health
- Fitness
- Relationships
- Parenting
- Business
- AI consulting
The system underneath the AI
See every feature The CRM is still here. It is just no longer the headline.
CRMX gives your AI employees somewhere to work: the inbox, calendars, pipelines, workflows, pages, payments, content, reporting, courses, and customer records behind the conversation.
AI website, funnel, and app builder
Turn an idea into the pages and tools that capture demand—without stitching together another collection of point solutions.
Ask AI inside your workspace
Create, summarize, plan, and work with the customer and campaign context already inside your operating system.
Visual workflows
Route leads, trigger follow-up, notify the team, move opportunities, and keep repeatable work moving forward.
One conversation inbox
Bring phone, SMS, email, web chat, and social conversations into one place your team can actually work from.
Pipelines, calendars, and payments
See every opportunity, control every handoff, book the right calendar, and connect the buying path to the customer record.
Campaigns, content, and social
Build broadcasts, nurture, social content, websites, landing pages, and blogs from the same growth platform.
Courses and communities
Sell, onboard, teach, and support customers without sending the experience across a maze of disconnected tools.
Reporting that follows the journey
Build dashboards around the numbers that matter, from response and appointment activity through pipeline outcomes.
Your platform. Your pace.
Find the right level of help Build it yourself. Build it with us. Or let us handle it.
Start with the platform or have the CRMX team build the lead-conversion system—from AI employee knowledge and booking rules to follow-up, pages, calendars, and sales stages.
Use your own team
Build it yourself
Choose Pro or Unlimited, set up the platform and AI employees with your team, and use CRMX support and training whenever you need help.
Get expert help
Build it with us
Stay involved while the CRMX team helps connect, configure, and launch the parts that matter first for your business.
Hand off the build
Let us build it for you
Have CRMX prepare the AI employees, follow-up, pages, calendars, and sales process your team needs to run the customer journey.
Built in the real world
Customer stories Small teams use CRMX to run like bigger ones.
From booked calendars to consistent follow-up, CRMX customers use one connected system to keep the business moving.
“CRMX has been a game changer for us at Elite. It’s a one-stop-shop that does everything we need to scale our business.”
Tasha Tu'aElite Academics
“Without CRMX, we wouldn’t be able to scale with a smaller team. It’s truly transformed the way we operate.”
Jake HessSolarCon
“The automation, texting, and dialer is making our sales team more effective.”
Bennett MaxwellDirty Dough Franchise
“CRMX streamlines our customer management, marketing, and email campaigns, driving more sales.”
Teal SkyBlueWater BaseCamp
“CRMX has help my team drastically... we have systems in place to follow up with all of our leads consistently... all in one place.”
Earl KapuleGratitude Mindset
“If you're looking to improve your follow up systems, figure out what to say, and the tools to use, then CRMX is going to help you take your follow up to the next level.”
Taylor ArmstrongSolarPreneur Podcast
The CRMX point of view
AI should not give you more software to manage.
It should answer the call, work the lead, protect the handoff, prepare the next action, and show your team exactly what happened. That is the difference between adding AI and building an AI-first business.
Why we built CRMXYour next lead will not wait
Put an AI team between interest and lost opportunity.
See the journey in action, then let CRMX build the version trained for your business.