AI-powered CRM

Leads · Deals · Tasks · Conversations

CRM that knows the next best action.

See source, owner, intent, conversation history, and the next step in one live lead record.

Explore Pricing

One lead record

Calls

WhatsApp, calls, email, forms, and ads stay on the same customer timeline.

Live intent score

Source

Pricing

Reps see who is active now, based on replies, page views, and call signals.

No channel gaps

Inbox

CRM

Task

Every conversation can update owner, stage, task, and next action automatically.

CRM operating flow

Understand every lead record in seconds.

Brixi keeps the important CRM motion visible: where the lead came from, how serious they are, who owns them, and what should happen next.

Live lead record

Amelia Stone · Enterprise enquiry

Intent 87

Source

Google Ads · Pricing page

Owner

Assigned to Jordan K.

Stage

Qualified · Demo suggested

SLA

42 min left

Activity timeline

Now

Viewed pricing2 min ago

WhatsApp reply8 min ago

Call summary added24 min ago

Form submitted31 min ago

01Source attached

Capture

Ads, forms, portals, calls, WhatsApp, and email create one lead record.

02Score live

Qualify

Intent score updates from replies, page visits, calls, and form depth.

03Team ready

Route

Owner, stage, SLA, and priority are assigned without manual sorting.

04Next action clear

Follow up

Tasks, reminders, messages, and escalations run from the same record.

CRM by Business Type

One CRM pattern, adapted to each sales motion.

Scroll through examples to see how intake, routing, next action, and outcome change by business type.

Site-visit pipeline

Real Estate

Capture property enquiries, score buying intent, assign the right project owner, and trigger WhatsApp reminders before the lead goes cold.

Route by project and budget

Create site-visit tasks

Escalate missed follow-ups

More visits booked from the same lead flow

Appointment operations

Healthcare

Turn patient enquiries into scheduled consults with triage status, coordinator ownership, appointment reminders, and follow-up workflows.

Detect appointment urgency

Assign care coordinators

Schedule reminder sequences

Fewer missed appointments and faster response

Admissions follow-up

Education

Score student leads from forms and ads, assign counsellors, send nurture messages, and keep deadline reminders tied to each applicant.

Score course interest

Route by campus or program

Trigger deadline reminders

More applications completed before deadlines

Test-drive funnel

Automotive

Capture vehicle enquiries, detect finance or exchange interest, assign showroom reps, and schedule test-drive follow-ups automatically.

Identify model interest

Book test-drive tasks

Route finance-ready leads

Higher showroom conversion from inbound enquiries

Service request routing

Home Services

Convert calls and forms into service jobs, classify urgency, match technicians, and send quote or visit follow-ups without manual chasing.

Classify request urgency

Match technician capacity

Create quote follow-ups

Faster dispatch and fewer lost service requests

Trial-to-demo motion

SaaS & Software

Use signup, pricing-page, and product-usage signals to prioritize accounts, assign reps, and run demo or expansion workflows.

Score product usage

Alert account owners

Trigger demo workflows

Reps spend time on accounts showing real intent

Brixi CRM insurance automation dashboard with advisor routing and quote follow-up workflow

Advisor workflow

Insurance & Finance

Track policy enquiries, document status, advisor ownership, quote follow-ups, and renewal reminders on one governed customer record.

Track document status

Route by policy type

Trigger renewal reminders

Cleaner handoffs with stronger compliance context

Core objects

The CRM model is intentionally simple.

Six everyday CRM objects keep the sales motion clear: leads, contacts, conversations, tasks, appointments, and workflows. Reps can see ownership, intent, and next action without opening another tool.

Lead

Deal

List

Lead

Every prospect in one clean record

Source: LinkedIn Ad · EnterpriseScore: 86 / 100Deal size: $15k – $20k

Deal

Pipeline movement with real context

Value: $54,000Stage: NegotiationClose: Apr 28, 2026

List

Segment and target at the speed of thought

Filter: Score > 70 AND repliedMatches: 142 leadsAuto-refresh: Every 5 min

Workflow

Automate the next step, every time

Trigger: Score ≥ 80Step 1: Send intro emailStep 2: Assign to Jordan

Activity Timeline

The full story on every lead

10:04: Replied on WhatsApp10:02: Viewed pricing page09:58: Call · 4m 12s · Interested

Tasks & Reminders

Never drop a follow-up again

10:30: Call Priya · Acme Analytics12:00: Demo · Amelia · Brightline Co.14:00: Send quote · Victor · Orbit Retail

Capabilities

Actionable modules, not feature overload.

Priority queue

42ready to work

Pipeline & stage management

Separate stages and views for new business, renewals, and expansion.

Lead scoring & intent

Prioritize people showing real activity across conversations and pages.

Smart segmentation

Build live lists from score, owner, source, activity, and stage.

Omnichannel conversation log

WhatsApp, calls, email, and chat stay attached to the record.

Reporting & forecasts

Track stuck deals, source conversion, activity, and pipeline value.

Permissions & team roles

Give managers, reps, and teams the right level of visibility.

Lead lifecycle

From lead capture to next action.

A compact view of how Brixi moves a record forward without making the team jump across tools.

Step 01

Capture leads from every source

Every source creates a record with channel, timestamp, and owner context.

Step 02

Qualify with behavior and conversations

Intent score updates from activity, replies, call notes, and pricing views.

Step 03

Move deals through the pipeline

Stages, value, probability, and close date stay visible in one place.

Step 04

Automate the next step

Tasks, messages, assignments, and escalations trigger automatically.

Connected stack

Inputs, conversations, and workflows stay connected.

Lead sources

Meta Ads

Google Ads

LinkedIn AdsWeb formsReferrals

Conversations

WhatsAppCallsEmailWeb chatSMS

Operations

WorkflowsAPIs

Webhooks

ZapierReports

Pipeline

Cleaner pipeline visibility

Stage movement, stuck deals, and follow-up gaps are easier to see.

Response

Faster lead response

Reps start from intent and SLA queues instead of random lists.

Handoffs

Less leakage between teams

Ownership and handoffs stay attached to the record.

FAQ

Switching CRM without slowing the team.

The decision usually comes down to migration, customization, conversation coverage, and how quickly reps can work from it.

Next step

See the Brixi CRM mapped to your pipeline

We can translate your stages, ownership rules, scoring logic, and follow-up playbooks into a working CRM setup with WhatsApp, calls, and workflows already wired in.

See Pricing

Explore connected products

Voice AI

AI voice agents for inbound, outbound, support, and workflow calls at scale.

WhatsApp Marketing

Broadcasts, AI replies, shared inbox, and growth workflows on WhatsApp.

Omnichannel AI

Keep WhatsApp, calls, email, and web chat in one shared context layer.

Workflow Orchestration

Trigger follow-ups, routing, reminders, and escalations from live signals.