Solutions · AI CRM

Your pipeline,
on autopilot.

An AI-enabled CRM, so every lead has a home, every follow-up happens on time, and nothing slips through the gaps.

(01)   Why Apex

Every lead has a home.

We build the pipeline, automations and follow-up around how your business actually sells, then let AI run the busywork.

Pipelines that run themselves

Stages, tasks and automations so every lead moves forward without manual chasing.

AI follow-up

Drafts and sends timely, on-brand replies by SMS and email, and flags anything that needs a human.

Database reactivation

Mines your existing contacts and re-engages dormant leads with timed voice and SMS campaigns.

Unified inbox

Calls, texts, emails and web enquiries in one place, so no conversation gets lost across channels.

Reminders & no-show recovery

Automated confirmations, reminders and rebooking flows that protect your diary.

Reporting you will read

Clear dashboards on where leads come from, what converts, and what every stage is worth.

(02)   How it works

Set up around your sales.

01

Map

We map your stages, sources and follow-up rules to how you actually win work.

02

Build

We configure pipelines, automations and the unified inbox, all in one place.

03

Migrate

We bring your contacts and history across cleanly, with nothing lost.

04

Optimise

We refine automations and reporting as your pipeline grows.

(03)   Connects to

Sits on top of your stack.

No rip-and-replace. The CRM connects to the tools and channels you already use.

TwilioStripeGoogle CalendarOutlookApolloHubSpotSalesforceCalendly
(04)   By the numbers

Captured. Followed up. Closed.

100%
Leads captured
24/7
Automated follow-up
1
Unified view
FAQ   Common questions

Questions, answered.

What is an AI CRM?+
A CRM where the admin does itself. Every call, enquiry and email is logged automatically, new leads get a follow-up within seconds, and deals move along the pipeline without anyone typing notes. You get the same pipeline view as a normal CRM — the difference is who does the busywork.
Do I have to replace my existing CRM?+
No. Apex can run as your system of record, or sync with what you already use — it connects to HubSpot, Salesforce, Google Calendar, Outlook and Calendly, so leads, follow-ups and bookings land where your team already works.
Do I need a CRM already?+
No. We build your Apex CRM from scratch, or work alongside a system you already have.
Will it work with my AI receptionist?+
Yes. The receptionist and the CRM are designed to run together, so every call and lead is logged, followed up and tracked. See AI Receptionist.
Can you move my existing contacts over?+
Yes. We migrate your contacts and history cleanly and de-duplicate along the way.
How is this different from lead generation?+
Lead generation fills the top of the funnel. The AI CRM makes sure none of those leads go cold once they arrive.
More leads. Better clients. Less chaos.

Stop letting leads go cold.

Book a 20-minute call and we will show you the pipeline running on your own numbers.

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