The CRMX platform

One system. Every lead in motion.

Give your AI and human team one operating system for conversations, records, calendars, pipelines, workflows, pages, payments, and reporting.

The complete feature set is included in Pro and Unlimited. Choose by user count—not by which tools you are allowed to use.

Compare $199 and $299 plans
The system underneath the AI

Everything your AI team needs somewhere to work.

AI becomes operational when it can work with the records, conversations, calendars, pages, workflows, and outcomes already moving through your business.

Get help making it work
Build

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.

Think

Ask AI inside your workspace

Create, summarize, plan, and work with the customer and campaign context already inside your operating system.

Automate

Visual workflows

Route leads, trigger follow-up, notify the team, move opportunities, and keep repeatable work moving forward.

Communicate

One conversation inbox

Bring phone, SMS, email, web chat, and social conversations into one place your team can actually work from.

Sell

Pipelines, calendars, and payments

See every opportunity, control every handoff, book the right calendar, and connect the buying path to the customer record.

Publish

Campaigns, content, and social

Build broadcasts, nurture, social content, websites, landing pages, and blogs from the same growth platform.

Deliver

Courses and communities

Sell, onboard, teach, and support customers without sending the experience across a maze of disconnected tools.

Understand

Reporting that follows the journey

Build dashboards around the numbers that matter, from response and appointment activity through pipeline outcomes.

One customer journey

Connect the moments where revenue usually leaks.

Capture the lead, respond while intent is high, qualify the fit, book the appointment, protect the show, recover missed opportunities, and keep the outcome visible.

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

Connected work

Stop making your team reconstruct the story.

The value of one platform is not the length of its feature list. It is the shared context between the customer, the conversation, the next action, and the result.

Customer record

One history behind every conversation

Keep contact details, activity, messages, appointments, and opportunity context attached to the person your team is helping.

Conversations

A shared place to see and continue the work

Bring supported customer conversations together so people and AI can operate from the same context.

Automation

Turn a customer signal into a next action

Use visual workflows to route, notify, follow up, update records, and protect the handoffs between stages.

Build

Create the pages and tools that capture demand

Build websites, funnels, forms, and other customer-facing experiences closer to the system that works the lead.

Platform FAQ

Know what belongs in the system before you move it.

CRMX can consolidate a lot of the customer journey. A thoughtful fit review still matters when your business has specific tools, data, or integrations.

Explore ways to start
Is CRMX a CRM or an AI platform?

It is both. CRMX puts AI tools and AI employees at the front of the experience, with the customer records, conversations, calendars, pipelines, workflows, pages, and reporting needed to support the work behind them.

Can CRMX replace several separate business tools?

CRMX brings many common marketing, sales, and customer tools into one platform. Whether it replaces every tool you use depends on the features and connections your business needs.

Can I build websites, funnels, and apps inside CRMX?

CRMX includes AI-assisted website, funnel, and app-building capabilities. Review your specific publishing, design, data, and integration requirements before deciding what should move into the platform.

Is CRMX built on HighLevel?

Yes. CRMX is a customized white-label platform built on HighLevel technology, with the CRMX experience, services, support, and AI-first growth systems around it.

See the system move

Watch one conversation become an organized customer journey.

Audition Guy in a live voice conversation, then decide whether your team will build with CRMX or have us build the trained version for you.