AgentixCRM
Your AI sales co-pilot — pipeline, prospecting, and the next-best call, all in one CRM.
- Industry
- SalesTech · Outbound sales
- Year
- 2026
- URL
- www.agentixcrm.com
What we built.
Sales teams were running pipelines across a CRM, a dialer, a sales-engagement tool, a forecasting spreadsheet, and a coaching app — with reps stitching it all together by hand. AgentixCRM collapses that stack into a single AI-native workspace. Every morning a Sales Copilot produces a brief that ranks hot prospects, flags at-risk deals, and tells reps exactly who to call first and what to say. An integrated auto-dialer, proposals surface, and AI Sales Trainer keep reps in flow, while a multi-tenant agency model lets owners run multiple workspaces under one roof. Envert partnered with the team to design the brand and ship the full product — pipeline, prospecting, outreach, proposals, deals, reports, AI trainer, and the super-admin/agency tier.
Our role
- Product strategy & discovery
- Brand & UI design
- Full-stack web app
- AI sales copilot & morning brief
- Auto-dialer & call intelligence
- Multi-tenant agency model
Stack
Shipped in 14 weeks to ga.
Time to GA
14 weeks
Discovery to production launch
Tools replaced
4+
CRM · dialer · sales engagement · coaching
First action of the day
< 60 sec
From login to dialing the right prospect
Workspaces per agency
Unlimited
Multi-tenant with per-workspace isolation
Why this was hard.
- 1
Reps lose the first hour of the day deciding who to call — and usually call the wrong people
- 2
CRMs log activity but don't tell sellers what to do next, so deals quietly slip
- 3
Dialer, CRM, sales-engagement, and coaching live in 4+ tools that don't share context
- 4
Forecasts are spreadsheet exercises disconnected from real deal health and call activity
- 5
Agencies and sales orgs running multiple brands need workspace isolation without losing a single admin lens
How we shipped it.
01
Morning Brief as the home screen
Designed the dashboard around a Sales Copilot 'Morning Brief' that turns the pipeline into a prioritized plan — hot prospects, today's call list with talking points, and one bold move to make in the next hour.
02
Deal health, scored and explained
Built an at-risk-first deal health view that scores open deals by predicted close probability and surfaces the next-best action — so managers and reps stop arguing about gut-feel forecasts.
03
Auto-dialer wired into the CRM
Twilio-backed auto-dialer with call recording, transcripts, and AI-scored sentiment and intent — every call lands back on the contact, deal, and forecast it influenced.
04
Prospecting + outreach in one loop
Find prospects, score them, enroll them in sequences, and route the hottest ones into the Morning Brief — without leaving the workspace or syncing to a second tool.
05
AI Sales Trainer & agent instructions
Role-play coaching against the team's real ICP and objections, plus an Agent Instructions surface where owners tune the Copilot's tone, priorities, and guardrails for their business.
06
Agency & super-admin tier
Multi-tenant model with per-workspace isolation, magic-link impersonation for support, and a super-admin lens so agencies can run several sales orgs on one platform.
Features that shipped.
AI Morning Brief
Daily Copilot summary of pipeline pulse, hot prospects, today's call list, and one bold move.
Deal health · at-risk first
Open deals ranked by predicted health with prioritized next-best actions and one-click re-score.
Forecast snapshot
Live quarter forecast with pipeline, open, and won figures tied to real deal activity.
What's working this quarter
Attribution view that re-scores which channels, campaigns, and reps are actually generating revenue.
Pipeline, Deals & Proposals
End-to-end pipeline with deal stages, proposals, and contract status in one signed-in surface.
Prospects & Outreach
Find, score, and enroll prospects into sequences — hottest ones surface back in the Morning Brief.
Auto-Dialer with call intelligence
Twilio-backed dialing with recordings, transcripts, and AI sentiment/intent scoring per call.
Inbox, Tasks & Calendar
Unified inbox, task list, and calendar so reps run the full day without switching tools.
Contacts & Businesses
Account and contact records with activity history, deal context, and one-click dial.
AI Sales Trainer
Role-play coaching against the team's real ICP, objections, and winning talk tracks.
Agent Instructions
Owner-tunable Copilot guardrails — tone, priorities, and what counts as a 'hot' deal.
Reports
Activity, conversion, and revenue reports tied back to calls, deals, and rep performance.
Agency & Super Admin
Multi-workspace tenancy, role-based access, and magic-link impersonation for support.
"Envert built the CRM we'd been duct-taping together for two years. Reps log in, see exactly who to call, and the day runs itself."
— Founding team, AgentixCRM
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