The complete operating system to scale revenue and automate operations.
Explore all 16 specialized modules
Filter by workflow category or search instantly to find tools built for your team.
Pipeline Management
Visual stage progression & revenue velocity
Full visibility into deal stages, custom pipeline views, win probability tracking, and drag-and-drop opportunity management.
Lead Management
Capture, qualify & score high-intent leads
Centralize all client profiles, contact histories, timeline notes, and automatically score high-converting prospects.
AI Workforce Agents
Autonomous multi-agent execution for busywork
Deploy intelligent AI agents that draft proposals, follow up with unresponsive clients, and update records across systems 24/7.
Sales Automation
Trigger-based repetitive task elimination
Eliminate repetitive manual actions with conditional triggers, webhook webhooks, and automatic record state synchronizations.
ADOX CRM MCP
Model Context Protocol for AI Agent tools
Connect LLMs like Claude, Gemini, and OpenAI directly to your live CRM database with structured tool calls and secure execution.
ADOX CRM AI Copilot
Context-aware sales summaries & deal insights
Instant email summaries, pitch suggestions, next-step recommendations, and win probability forecasting powered by neural AI.
LeadBooster & Chatbots
24/7 conversational chatbots & web form capture
Engage website visitors instantly, qualify inbound leads with interactive chatbots, and route booked meetings directly to calendars.
Mobile CRM App
Full-power iOS & Android apps with offline support
Take your entire CRM everywhere. Scan business cards on the go, log calls automatically, and access pipelines even without internet.
Reporting & Analytics
Real-time revenue metrics & performance dashboards
Track quota attainment, conversion bottleneck breakdowns, cash flow forecasting, and sales rep performance across custom periods.
Email Sync & Tracking
2-Way Gmail & Outlook sync with real-time alerts
Seamlessly synchronize emails, track opens and link clicks in real time, and auto-link conversations to client records.
Omnichannel Shared Inbox
Unified client conversations across email, SMS & web
Consolidate team communication channels into one collaborative inbox with assignment tagging, internal notes, and AI drafts.
Email Marketing & Campaigns
Drip campaigns, segmentations & nurture funnels
Build high-converting visual email drip sequences, segment subscribers by behavioral CRM signals, and measure deliverability.
Billing & Cash Collection
Automated invoicing, Stripe sync & reconciliation
Generate branded invoices from closed deals, automate recurring retainers, and reconcile multi-currency payments effortlessly.
Projects & Tasks Management
Deliverable timelines, contracts & milestones
Bridge the gap between closed deals and post-sale delivery. Track team task assignments, milestone deadlines, and client files.
Security & Permissions
Enterprise SOC-2 Type II, RBAC & audit logging
Ensure airtight data privacy with granular role-based access controls, SAML SSO, 2FA enforcement, and tamper-proof audit trails.
Integrations & Marketplace
100+ native connectors with Slack, Stripe, Zapier
Seamlessly connect your existing tech stack with one-click app installs, REST APIs, webhooks, and pre-built integrations.
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.
Questions business owners ask.
ADOX 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.