Too Much Follow-Up.Too Much Manual Work.
Your next-gen CRM brings it all together—AI handles the busywork.
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Trusted by industry-leading brands worldwide
Make your operations more efficient & elevate customer experience.
Make operations efficient and elevate customer experience with built-in CRM tools, visual pipelines, and autonomous automations.
Visual Sales Pipelines & Stage Tracking
Gain complete visibility into deal stages, automate follow-ups, and move qualified leads through the funnel with precision.
Enterprise Multi-Cloud
SOC2 Suite & VPC
AI Agent Bridge API
Zero-Trust Agent Seats
3-Year Platform License
Supply Chain Sync
Capture, Qualify & Convert High-Intent Leads
Centralize customer profiles, track communication history, and distribute prospects to sales reps in real time.
CloudScale / Enterprise CRM
Elena Rostova · VP Platform Engineering
Elena Rostova
Legally binding · SOC2 audit trail
Automated Workflows & Triggers
Eliminate repetitive busywork by automating email follow-ups, deal stage updates, and rep assignments.
Enterprise CRM Rollout & Sync
Apex Fintech · automated deployment pipeline
Salesforce Bi-Directional Webhook Sync
Sarah J. · Completed
AI Inbound Lead Scoring Model Calibration
Isla H. · In Progress
Model Context Protocol for AI Agents
Empower LLMs, Claude, and custom AI workforce agents to query CRM data and execute actions securely.
Marcus Sterling
Apex FintechAutonomous CRM intelligence stream
AUTONOMOUS ACTIONS
Claude 3.7 Agent Triggered
Drafted customized proposal for CloudScale
SOC2 Policy Enforced
VPC access token rotated automatically
CRM Stage Auto-Advanced
Vertex AI deal moved to Proposal Sent
Revenue Pipeline Synced
+$184.5K MRR reflected in real-time ledger
Real-Time Revenue Intelligence & Forecasts
Track sales quotas, win conversion rates, and forecast quarterly cash flow with live interactive dashboards.
$184,500 MRR
$68,400
14 enterprise accounts
$12,850
AWS VPC & Model API
Enterprise Contract #ENT-8402
CloudScale Systems · Annual Pre-pay
Central Command for All CRM Operations
Access, oversee, and streamline every core CRM module—from leads and quotes to targets—from a single unified command center.
Management Hub
Central command for all CRM operations and settings.
Leads
Manage prospects and inquiries
Pipeline
Track deal stages and progress
Quotes
Generate and manage proposals
Orders
Process and track sales orders
Activities
Log and track client interactions
Companies
Organization and account details
Contacts
Individual stakeholder profiles
Targets
Quota and objective tracking
Visual Leads & Deal Pipeline Velocity
Qualify prospects, manage deal stages with intuitive Kanban clarity, and accelerate revenue conversion across your entire sales pipeline.
Leads & Pipeline
13 active deals across pipeline stages • $1.11M total pipeline velocity
Streamline Project Delivery & Operations
Track client projects from backlog to deployment, manage team budgets and tasks, and deliver on schedule with structured workflows.
Projects
7 projects in Project Workflow workflow
It's like adding 15 full–time employees
According to third party research ADXO CRM saves the average company over 30k hours per year, and delivers industry-leading ROI.
ADXO CRM delivered 384% ROI over three years, helping organizations unlock significant efficiency gains.
ADXO CRM projects drove $3.9M in revenue gains by streamlining work, consolidating tools, and scaling faster.
Organizations saved 92,400 hours with ADXO CRM, reducing manual work and recapturing productivity at scale.
Customers reached payback in under six months, making ADXO CRM a proven investment with rapid returns.
Loved by 500+ teams,backed by 100+ awards
"ADXO CRM unified our client lifecycle and cut repetitive ops work across the entire company."
"It's a low-code platform that helps us automate processes across global teams."
"ADXO CRM is the best thing I've rolled out in the past two years."
Create experiences people remember for the right reasons
Chat with our team to talk through build vs. buy and how to level up your customer experience.
Everything from “new lead” to “paid” is built in.
Manage CRM, proposals, contracts, projects, time, docs, chat, and autonomous agents without stitching together separate products.
Projects
Docs
Brain
Chat
Projects
Docs
Brain
Chat
Keep the tools you love. Lose the gaps between them.
Stripe, QuickBooks, Gmail, WhatsApp, calendars, and more connect to the same customer and project context. ADXO CRM's agents can work with them too.
One plan. No feature maze.
CRM, proposals, projects, finance, inbox, client portal, and agents are included in one connected workspace.
Your whole client workflow, connected from day one.
Billed annually. Switch to monthly anytime.
14-day free trial. No card required.
ADXO CRM is remarkably intuitive, people get it right away without onboarding friction.
Implementing ADXO CRM has been my biggest win as CFO. Teams love it and often go out of their way to tell me so.
As soon as I connected our first ADXO CRM AI agent, I realized it's a game-changer. It's incredibly intuitive.
We got positive feedback, which just doesn't happen very often. That proved this was the right decision.
Consolidating 6 disjointed tools into ADXO CRM eliminated hours of manual data sync every week.
ADXO CRM is remarkably intuitive, people get it right away without onboarding friction.
Implementing ADXO CRM has been my biggest win as CFO. Teams love it and often go out of their way to tell me so.
As soon as I connected our first ADXO CRM AI agent, I realized it's a game-changer. It's incredibly intuitive.
We got positive feedback, which just doesn't happen very often. That proved this was the right decision.
Consolidating 6 disjointed tools into ADXO CRM eliminated hours of manual data sync every week.
ADXO CRM is remarkably intuitive, people get it right away without onboarding friction.
Implementing ADXO CRM has been my biggest win as CFO. Teams love it and often go out of their way to tell me so.
As soon as I connected our first ADXO CRM AI agent, I realized it's a game-changer. It's incredibly intuitive.
We got positive feedback, which just doesn't happen very often. That proved this was the right decision.
Consolidating 6 disjointed tools into ADXO CRM eliminated hours of manual data sync every week.
ADXO CRM brought us from the dark ages of spreadsheets to doing client operations seamlessly.
ADXO CRM's AI has given me a better work-life balance. I have more time for my family now that the AI handles much of the work I used to do manually.
ADXO CRM gives us the ability to make more informed operational & financial policy decisions. It was one of the best decisions we've ever made.
It's almost like we're a more self-actualized company because everyone is just working on what we do differently.
The average person figured it out without training. We reached 100% adoption across our departments.
ADXO CRM brought us from the dark ages of spreadsheets to doing client operations seamlessly.
ADXO CRM's AI has given me a better work-life balance. I have more time for my family now that the AI handles much of the work I used to do manually.
ADXO CRM gives us the ability to make more informed operational & financial policy decisions. It was one of the best decisions we've ever made.
It's almost like we're a more self-actualized company because everyone is just working on what we do differently.
The average person figured it out without training. We reached 100% adoption across our departments.
ADXO CRM brought us from the dark ages of spreadsheets to doing client operations seamlessly.
ADXO CRM's AI has given me a better work-life balance. I have more time for my family now that the AI handles much of the work I used to do manually.
ADXO CRM gives us the ability to make more informed operational & financial policy decisions. It was one of the best decisions we've ever made.
It's almost like we're a more self-actualized company because everyone is just working on what we do differently.
The average person figured it out without training. We reached 100% adoption across our departments.
“You’ll probably build a better product, just because of the craft that using ADXO CRM infuses on your brain.”
“Our speed is intense and ADXO CRM helps us be action biased.”
Questions business owners ask.
ADXO CRM's AI agents do more than answer questions. They work inside your CRM, inbox, projects, proposals, and finance, so they can understand the context, take real actions, and keep work moving within the approval rules you set.