A CRM built around real customer behavior, not stale status fields

A Lead is the core entry point for any new prospect. Brixi captures contact details, source, channel, owner, score, and intent signals so your reps can work the right people first instead of chasing cold names.

• Auto-capture from ads, forms, WhatsApp, calls, and imports
• Lead score built from real activity and conversation signals
• Custom fields for deal value, product interest, region, and timeline
• Owner assignment, SLA clock, and duplicate detection built in

A Deal represents a revenue opportunity moving through your pipeline. Run custom stages, track value, forecast close dates, and keep every conversation attached to the deal record instead of scattered across inboxes.

• Custom pipeline stages for your sales motion
• Deal value, expected close date, and probability tracking
• Kanban and list views with drag-to-move stage updates
• Loss reasons and win tags feed reporting automatically

Lists let you segment leads or deals by any criteria — source, stage, score, activity, budget, geography, silence window, or custom fields. Use static lists for manual curation and smart lists that update themselves as data changes.

• Smart lists update automatically from live CRM data
• Filter by behavior, score, ownership, stage, or any field
• Trigger campaigns, workflows, or calling queues from any list
• Share saved views across the team or keep them private

Workflows run multi-step automation from any CRM event — new lead, stage change, silence window, booking, or manual trigger. Combine AI actions, messages, tasks, and routing from one visual builder.

• Event triggers: new lead, stage change, inactivity, form fill
• Actions: send message, assign owner, create task, notify manager
• Branch logic based on lead score, source, or custom fields
• SLA escalation when follow-up windows are missed

Every call, chat, email, note, meeting, and behavior event lands on one chronological timeline per lead or deal. No more stitching context across tools — reps step into a conversation with everything they need already loaded.

• Calls, chats, emails, notes, and stage changes in one feed
• Behavior events: page views, pricing views, form fills
• AI-generated call summaries and next-step suggestions
• Team comments and mentions for internal collaboration

Queue the next step for every lead or deal with due dates, reminders, and owner assignment. Tasks are tied to records, so reps always know what to do next and managers see what is overdue.

• Auto-create tasks from workflows, stage moves, or SLAs
• Daily agenda view for reps with priority sorting
• Reassignment and backup owners for OOO coverage
• Overdue alerts surface straight to managers