Two-way email sync, open & click tracking, and smart templates.

Send emails directly from your CRM, get instant alerts when clients open proposals, and automate follow-ups with shared team templates.
Email sync and open tracking
Email Open Rate
Smart delivery
68.2%
Seamless 2-Way Sync

Full bidirectional sync for Gmail, Outlook, and custom IMAP servers.

Never log an email manually again. Keep threads, attachments, and open tracking perfectly aligned with your CRM.

Real-time 2-way mailbox sync.

Emails sent from your phone or webmail sync automatically to CRM contact profiles in under 2 seconds.

Bidirectional Mailbox Sync
G
Google Workspace (Gmail)
sarah.j@enterprise.com
Live
O
Microsoft Outlook 365
s.jenkins@corp.microsoft.com
Live

Automatic contact & deal linkage.

Incoming emails from prospects automatically attach to active deals, preventing siloed threads.

Sarah Miller <smiller@acme.com>4m ago
Re: Updated contract terms for Enterprise 2026
Auto-Linked to CRM DealMatch: 100% (Email Domain)
Acme Global Enterprise Expansion
Stage: Contract Review
84,000

Live open & link click alerts.

Get alerted the exact moment a prospect opens your proposal or clicks a pricing link.

Live Open AlertJust now
David Sterling (CTO, Sterling Corp) opened your proposal:“adox_Enterprise_Agreement_Q3.pdf”
3rd time opened Austin, TX (Desktop)
Prospect is reading right now
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.