01
New leadConnect and book.
Respond to new interest, understand what the person needs, and help them take the next step toward an appointment.
From first interest to a booked conversation
CRM and follow-up software for growing businesses
Generate more leads. Turn more of them into customers.
Bring your lead capture, sales pipeline, and follow-up together in CRMX. Keep new opportunities moving and stay connected with the people who are ready to buy later.
Lead capture Sales pipelines Short- and long-term follow-up
One connected customer journeyEvery lead has a next step.
4 phasesJL
Jamie LeeExample opportunity
Lead sourceWebsite inquiry
After the appointment
“We’re interested. Can we revisit this next month?”
Follow-up phaseStay connected
New leadConnect and book
01Appointment bookedPrepare and show up
02After the appointmentHelp the decision
03Long-term follow-upReopen the conversation
04Next follow-upCheck in on timing and questions
One system every next step
keep the conversation going
Built around the way you sell
Home servicesCoachesConsultants
More opportunity in the leads you already have
You keep chasing new leads while good opportunities go quiet.
Some leads never book. Some miss the appointment. Others hear your offer and need more time. When the next step lives in someone’s memory, those opportunities can slip away. Give your team a clear process for following through.
One connected sales process
Keep the conversation going through all four phases.
02
Appointment bookedPrepare and show up.
Send confirmations and reminders, share what to expect, and help people reschedule when plans change.
From a calendar slot to a real conversation
03
Appointment completedHelp them reach a decision.
When the appointment ends without a sale, follow up on questions, objections, and the next step your team agreed to take.
From an unfinished decision to a clear next step
04
Long-term follow-upBe there when the timing is right.
Stay useful to people who are not ready yet. Keep the relationship moving and reopen the conversation when their needs or timing change.
From not right now to a renewed conversation
The software behind your follow-through
See the whole platform One connected platform for lead generation and follow-up.
Build the places people find you, capture their interest, and keep the next conversation connected to your sales process.
Websites, funnels, and forms
Give your marketing a clear destination. Capture interest and connect it to the customer record and next step.
Campaigns, email, and social
Create campaigns, publish content, and build nurture from the same platform your team uses to work the lead.
Customer records and pipelines
Keep conversations, sales stages, and opportunity history visible so your team knows where each person stands.
One conversation inbox
Work supported phone, SMS, email, web chat, and social conversations from one shared place.
Calendars and payments
Connect the appointment and buying path to the customer record, with the right next step for your sales process.
Workflows and reporting
Trigger follow-up, route opportunities, notify your team, and track activity and pipeline outcomes.
Built for how you sell
Your business. Your customer journey.
Shape your lead capture, conversations, calendars, and follow-up around the people you serve and the way your team 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
Built in the real world
Customer stories Small teams use CRMX to run like bigger ones.
Hear how customers use CRMX to organize their business, work their leads, and follow up more consistently.
“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
Extra help inside your software
Explore AI Employees Put AI Employees to work inside your sales process.
Use voice, text, and chat AI to support first response, qualification, booking, and follow-up. Give each role approved knowledge, clear boundaries, and a human handoff.
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.
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.
AI tools are part of the platform. Train and configure them with your team, or choose paid implementation help.
Try one supporting capability
Give Guy a job. See if he earns it.
Talk with a 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.
Your platform. Your pace.
Find the right level of help Build it yourself. Build it with us. Or let us handle it.
Choose the software plan that fits your team. If you want help with setup, follow-up, pages, calendars, or AI Employees, talk with us about a separate implementation plan.
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.
Generate. Connect. Follow through.
Make more of the opportunities your business creates.
See how CRMX can connect your lead capture, sales process, and follow-up. Find the software plan and level of help that fit your team.