Everything a small team needs.
Nothing it doesn’t.
Leads, accounts, contacts and opportunities, plus email, social and workflows. All behind one search bar.
Stop clicking through menus.
Type what you want, or what you want to do. The GX Box finds the contact, opens the deal or runs the command. No tabs, no hunting for the right screen.
- Search across contacts, accounts, deals and notes
- Run commands: email, book, assign, tag
- Fuzzy matching that forgives typos
Know where you stand in one glance.
Build a dashboard from widgets in seconds: pipeline by stage, activity this week, deals going cold, replies waiting. Share it or keep it to yourself.
- Drag-and-drop widgets
- Personal and team views
- Monday summary by email
Chains of events, without code.
Pick a trigger, add conditions, chain actions. Send the welcome email, create the task, post to Slack, update the stage. Then forget about it.
- Triggers from forms, email, events and payments
- Waits, branches and goals
- Run history for every contact
The right message, to the right people.
Segments update themselves as contacts change. Send three versions of a newsletter instead of one, each written for the people reading it.
- Rules on any field or behaviour
- Live counts as you edit
- Sync to your email tool
Also included.
Contact manager
Leads, accounts and contacts with full timelines: emails, calls, notes, events and payments.
Opportunities
Stages you name yourself, probability, value and next step on every deal.
Email and social
Send and log email, listen on social, and keep the conversation on the contact.
Copilot
Ask questions about your pipeline and draft follow-ups for review.
Import and clean
Bring a spreadsheet, map columns, merge duplicates before they spread.
Roles and audit log
Decide who sees what. Every change is recorded with who and when.
Start your 14-day trial.
No card, no setup fees, no training course. Import a spreadsheet and you are working in minutes.