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CRMX Review

CRMX
CRMX

The #1 Automated Follow Up Platform

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CRMX helps small businesses, including those in home services, coaching, gyms, and schools, by centralizing and automating their business processes. It delivers value using AI to organize, market, sell, and manage tasks, providing dashboards, reporting, and tools for building websites, funnels, and managing customer interactions.
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CRMX Core Capabilities
AI automation builder
Multiple dashboards reporting
Automated follow up system
Pricing
From$199.00/mo
BillingPer team
TrialAvailable
Who is CRMX for?
Indie
Startups
SMBs
Is CRMX easy to use?
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What is CRMX

CRMX is a powerful all-in-one CRM tool designed for small businesses. It helps manage leads, sales, marketing, and customer follow-ups with ease. CRMX stands out for its built-in automation, customizable dashboards, and a strong follow-up system that saves time and improves sales conversions. Its pricing starts at $199 per month for up to 20 users, making it a great value. The tool is ideal for home services, coaches, gyms, and small businesses needing streamlined sales and marketing workflows. You can see results quickly, often within two weeks, thanks to easy setup and proven automation. CRMX offers personalized coaching to speed up success and ensures a smooth transition with included data transfer and free website hosting. CRMX integrates key sales and marketing functions like email, text marketing, appointment booking, and reporting in one platform. It fits neatly as a CRM and automation hub within your go-to-market stack. However, it’s not designed for large enterprises or highly specialized industry needs. It’s best suited for small businesses wanting a simple, effective system to grow revenue without complexity.

Ideal Customer Profile

CRMX is perfect for small businesses like home services, coaches, gyms, and more, helping them kill chaos, track leads, and convert sales easily. Trusted by over 675 customers, including Semper SolR and SolarCon, CRMX gives you all the tools in one place to grow your business fast.

Indie
Startups
SMBs

Key Features

AI automation builder
Multiple dashboards reporting
Automated follow up system
Website and funnel creation
Email and text marketing
Sales pipeline management

Pricing

Starting price$199.00
TrialAvailable

Pro

$199.00

Per Team, Monthly

It includes

  • 20 users max
  • Unlimited contacts
  • Unlimited funnels
  • Unlimited websites
  • AI chat + voice bots
  • Mandatory $1250 setup

Unlimited

$299.00

Per Team, Monthly

It includes

  • Unlimited users
  • Unlimited contacts
  • Unlimited funnels
  • AI chat + voice bots
  • Mandatory $1250 setup
  • Best for large teams

Enterprise

$2499.00

Per Workspace, Monthly

It includes

  • Includes Unlimited plan
  • Advanced setup
  • Dedicated manager
  • Custom updates done
  • AI bot setup included
  • Mandatory $5000 setup

How simple is CRMX setup?

Complexity
Advanced

CRMX implementation starts by signing up and connecting your existing accounts with basic configuration, which can be done solo in minutes. Next, you’ll customize workflows, data mapping, and automation settings, likely taking a few hours to tailor the system to your business needs.

Frequently Asked Questions

How to use CRMX?
Sign up, add leads, automate follow-up, track sales, and manage marketing through an all-in-one AI-powered CRM platform.
How much is CRMX?
Plans start at $199/month for Pro (20 users) and go up to custom-priced Enterprise; setup fees apply based on plan.
Why choose CRMX?
CRMX offers unlimited features, AI automation, 24/7 support, seamless data transfer, and is tailored for small to large teams.
How does CRMX work?
It centralizes marketing, sales, and customer data with AI-driven automation, pipelines, and reporting in one easy platform.
Is CRMX free?
No, CRMX offers paid plans with a free trial available; all plans require a one-time setup fee.
Is CRMX a partner?
CRMX integrates with Zapier, allowing connections to thousands of apps but doesn't share accounts with GoHighLevel users.
How to learn CRMX?
Use CRMX Academy courses, video tutorials, and live Q&A sessions included with all plans for fast onboarding.
What are CRMX alternatives?
Alternatives include GoHighLevel, HubSpot, and Salesforce; CRMX is customized specifically for small business needs.
What are CRMX reviews?
Users praise CRMX for boosting sales, simplifying automation, and outstanding support, especially in home services and coaching.
Does CRMX have an API?
Yes, CRMX offers a custom Zapier integration to connect with thousands of applications easily.
Does CRMX have a trial or a demo?
Yes, CRMX provides a free trial and instant demos to see platform benefits before subscribing.

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