A CRM shaped around
your customer relationships.
Bring people, companies, opportunities, and the next actions together in a Cortex application adapted to how your business manages customers.
The customer record, connected to the work.
Use objects and relationships to give your CRM its structure. Configure the fields, stages, views, and agent workflows that support your customer process.
Connect the people to the business context.
Keep customer and company records connected to opportunities, notes, tasks, and the information that helps the team understand the relationship.
Make the next action part of the record.
Shape stages, ownership, and working views around how your company qualifies and progresses opportunities.
Bring research and action into the CRM.
Connect agents and workflows to help with tasks in your customer process. Work from the Command Center or the application your engineer configures.
Explore the Cortex foundation.
A few useful answers.
Is CRM the whole of Cortex?
No. CRM is one type of application that can be created on Cortex. Cortex is the underlying foundation for business-specific applications.
Can we change the model and process?
Cortex supports custom objects, fields, relationships, permissions, and application configuration so the CRM can reflect your requirements.
Is Cortex Comms included as a standard CRM module?
Cortex Comms was built around a specific sales process. It is an example of how agents, outreach workflows, and customer data can come together.