Products · Leads & Desks

Every lead lands on the right desk.

Score leads from source, activity, and equity intent. Auto-assign by desk capacity and language. Give every agent one-tap Call, Email, WhatsApp, and Follow-Up actions — with every outcome logged to the lead.

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38%more leads contacted within 30 minutes (mock)

4.2×faster lead-to-first-call time (mock)

0leads lost between marketing and sales

Capabilities

From first click to first call.

The sales floor runs on speed. CRMX keeps the queue moving and the record complete.

Lead scoring

A score built from source, campaign, activity, and stated equity intent — so agents always call the hottest lead first.

Source and campaign attribution intact

Score recalculated on every touch

Desk assignment

Auto-assign by desk capacity, language, and region. Managers rebalance queues with one drag.

Round-robin or capacity-based routing

Instant reassignment with full history

Call-center queues

Dialer-ready queues with outcomes, callbacks, and SLA timers. A first-contact SLA breach shows up on the manager's dashboard the minute it happens.

Click-to-call with logged outcomes

First-contact SLA tracking

Our agents used to start the day building call lists in a spreadsheet. Now they open CRMX and the first call is already ranked, dialled, and logged.

Sarah MansourHead of Sales, Desk A (mock)

See your brokerage with clarity.

A 30-minute walkthrough with your data model, your roles, and your questions.

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