A full sales CRM built for teams that live in their pipeline: capture leads from forms and integrations, work them through a visual pipeline, and close deals with quotes, e-signatures and forecasting built in. Includes email, SMS, WhatsApp and calling in one shared inbox, plus AI enrichment and lead scoring.
Customer Relationship Management
Capture, qualify and close leads without leaving one screen.
Included free
Try the demo
A shared demo account, anyone can sign in with these.
-
Username
demo@execcortex.com -
Password
Pa$$w0rd!
Data resets every hour · Read only, changes are not saved
Inside Customer Relationship Management
Visual sales pipeline
Drag deals across stages with automatic forecasting and win/loss tracking.
Multi-channel inbox
Email, SMS, WhatsApp and calls in one shared thread per contact.
Lead capture & sources
Web forms and API intake route new leads automatically by source.
Quotes & e-signature
Send priced quotes and get them signed without leaving the deal.
Campaigns & sequences
Multi-step email/SMS sequences with A/B testing and click analytics.
Meetings & scheduling
Share a booking link and sync straight to Google Meet or Zoom.
AI enrichment
Auto-enrich contacts and accounts from public web data before a call.
Support tickets
Turn a closed deal's after-sales issues into tracked tickets, same record.
Modules in Customer Relationship Management
- Lead Capture & Management
- Sales Pipeline
- Contacts & Accounts
- Activities & Follow-ups
- Reports & Analytics
- Automations & Webhooks
- Meetings
- Calls
- Scheduling
- Sequences
- SMS & WhatsApp
- Documents & e-Sign
Every module is switched on per workspace, and every role you create decides who can open it.
Give your team one place to work
Create a workspace, invite your team and import your first leads, all on the free plan.
No credit card required