CRMX

CRMX is a comprehensive Customer Relationship Management (CRM) platform designed specifically for small businesses, with a focus on automated follow-up and lead management. This AI-powered software streamlines sales processes, improves lead conversion, and boosts overall business efficiency through its advanced features and integrations.

Key features:

- Lead Capture and Management: Includes forms and surveys for lead collection, integration with canvassing apps and online ad campaigns, manual lead entry, import from other CRM platforms, and automatic lead syncing from online advertising efforts.
- Automated Follow-up: Utilizes AI-powered lead scoring and hot lead identification, automated text messages, emails, and voicemail drops, with over a year of pre-written follow-up content.
- Communication Tools: Provides a dedicated business phone number for calls and texts, unified conversation view (SMS, email, calls), call recording and timestamping, and automated replies to missed calls.
- Sales Pipeline Management: Features a visual sales pipeline, opportunity tracking, and quick follow-up automations.
- AI-Powered Features: Includes an AI Conversational Bot, AI Appointment Setting, AI Content Generator, and hot lead identification and scoring.
- Reporting and Analytics: Offers real-time sales conversion reporting, custom dashboards for reporting, and KPI tracking.
- Calendar and Appointment Management: Integrates with Google Calendar, supports multiple calendars for automatic self-booking, and provides appointment round-robins for teams.
- Mobile Access: Available through iOS and Android mobile apps with cross-device syncing.
- Team Collaboration: Supports user roles and permissions, team member activity tracking, and shared contact and appointment views.

How it works:

1. Users capture leads manually or through automated systems.
2. The AI-powered system sends automated follow-up messages via various channels.
3. Users manage communications directly from the platform using a dedicated business number.
4. Sales opportunities are tracked through a visual pipeline.
5. Users access real-time reports and KPIs through customizable dashboards.

Integrations:

Google Calendar, Zapier, popular canvassing apps, online advertising platforms

Use of AI:

CRMX leverages generative AI for lead scoring, conversational bots, appointment setting, and content generation.

Target users:

- Small businesses
- Sales professionals and teams
- Solar sales industry
- Other industries requiring lead management and follow-up

How to access:

CRMX is available as a web application and mobile apps for iOS and Android. API access is implied through Zapier integration.

Applicable Industries:

While tailored for solar sales, CRMX can be applied to various industries relying on lead generation and sales processes, such as real estate, insurance, home services, B2B sales, and retail.