Eliminate administrative busywork with intelligent sales workflows.

Automate email follow-up sequences, rep task assignments, deal status triggers, and handoffs without writing a single line of code.
Sales automation workflow editor
Hours Saved / Week
Per Sales Rep
16 hrs
Zero-Touch Automation

Eliminate repetitive tasks with visual triggers, actions, and branch logic.

Connect every step of your revenue engine with multi-step workflows, webhooks, and instant CRM synchronization.

Visual trigger & action builder.

Chain triggers and actions seamlessly: when a deal closes, generate an invoice and notify the onboarding team.

Trigger
Deal Stage: Closed-Won
Instant
Action 1
Generate Invoice & Contract
Automated
Action 2
Post Alert to Slack #revenue
Notified

Multi-branch conditional logic.

Route deals dynamically based on territory, budget, employee count, and industry vertical.

If Deal Value > $50k
Branch A: Enterprise VP Sales
Auto-assign senior rep & priority SLA
Active Path
Branch B: Round-Robin Inbound Team
Standard qualification email sequence

Instant webhook & API sync.

Broadcast events to external data warehouses, billing platforms, and ERP systems with sub-second delivery.

POST /v1/webhooks/deals
Live API Event Dispatcher
200 OK
// event.payload28ms latency
{
"event": "deal.closed_won",
"amount": 120000,
"customer_id": "cust_9482"
}
Automatic Retries: 3x Exponential Backoff
Feature Toolkit

Smart Features That Power Your Lead Workflow

Everything you need to capture, organize, and accelerate every customer interaction in one place.

Customizable lead stages
Lead import via Excel
WhatsApp Inbox inside CRM
Assign leads to teammates
Chrome extension: capture leads from LinkedIn
Schedule and log calls, emails, meetings
Payment links and SOA
Lead activity history
Quote approval flow
Transformation

Still Using Spreadsheets and Scattered Inboxes to Manage Leads?

Transform your lead management from chaos to conversion with ADOX CRM's intelligent automation.

F
ADOX CRM
Dashboard
Leads
Deals
Goals
Clients
Tasks
Leads
Search...
TableBoard
Filters
Acme Enterprise
$42,000
Nexus Logistics
$18,500
Vertex Global
$75,000

Stop Losing Leads in Scattered Systems

Before ADOX CRM

Leads scattered across WhatsApp, email, sticky notes, and Excel sheets. No visibility on follow-ups, no team coordination, missed opportunities costing your business thousands in lost revenue.

With ADOX CRM

Every lead automatically captured and organized in one intelligent system. Complete activity history, automated follow-ups, team assignments, and conversion tracking that turns prospects into paying customers.

The Problem

Leads from WhatsApp, website forms, and ads go unnoticed

ADOX CRM Solution

ADOX CRM captures all leads in one inbox automatically

The Problem

Follow-ups are forgotten

ADOX CRM Solution

Reminders and AI-prompted next steps keep your team on track

The Problem

No visibility on who's working what

ADOX CRM Solution

Assign and track leads with full activity history

Executive leader reviewing automated revenue operations

Turn Leads Into Revenue with Smart Automation. Let agents handle the busywork.

Every lead that enters ADOX CRM is automatically nurtured through your customized sales pipeline. Our intelligent automation ensures no opportunity falls through the cracks while you focus on closing deals.

Automated lead scoring and prioritization
Custom pipeline stages for your business process
Revenue forecasting and conversion tracking

“Gone are the days of scrambling to chase receipts and losing track of prospects across scattered inboxes. Everything from initial contact to final invoice is automatically addressed throughout the month in real time.”

Lauren Feeney
Controller & Revenue Operations, Perplexity
Live Execution

Watch agents turn raw receipts into reconciled financials.

When a site engineer snaps a receipt or submits a per diem from their mobile device, ADOX CRM agents instantly code the GL account, associate the right project budget phase, and notify the accounting controller.

Human approval checkpoints
Full audit logs
Agent Stream: Active
Execution time: 0.38s
Field Expense Receipt Ingested
Receipt #REC-8842 from Industrial Supply Co. ($825.00)
By: Mobile Cam OCR • Just now
Completed
Project & Phase Code Inferred
Assigned to [Project #204: Metro Tower Phase 3 - Structural]
By: ADOX CRM Spend Agent • 1.2s ago
Matched (99.4%)
Tax & Compliance Check
VAT 15% Verified ($107.60). Cryptographic hash attached.
By: ZATCA Validation Rule • 2.1s ago
Verified
General Ledger Synchronized
AP Line 4120 credited. Ready for one-click manager sign-off.
By: Auto-Reconcile Agent • 2.8s ago
Ready
Measurable Impact

Proven ROI across high-growth operations.

See how enterprise teams accelerate workflows, eliminate errors, and reclaim thousands of team hours every month.

78%
Reduction in manual data entry

Expense receipts and contractor invoices coded autonomously.

4.2x
Faster month-end close

Finance reconciles project phases daily instead of quarterly.

99.4%
Job-costing accuracy

Zero misallocated spend across complex multi-entity jobs.

100%
Audit-ready compliance

Immutable digital proof logs attached to every single entry.

THE ADOX CRM EXPERIENCE

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.

BEFORE YOU SWITCH

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.