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Welcome to AgentixCRM

Understand the complete sales workspace from prospecting through revenue visibility

AgentixCRM joins daily work, prospecting, CRM records, pipeline, communication, calls, documents, reporting, and AI guidance in one workspace

What this workspace includes

  • Dashboard, Scout, Tasks, Inbox, and Calendar
  • Prospects, contacts, businesses, groups, and deals
  • Outreach, sequences, calls, proposals, and contracts
  • Reports, forecasting, coaching, and settings

Complete workflow

  1. 1

    Complete welcome setup

    Confirm your workspace and personal context

  2. 2

    Review the day

    Open Dashboard and Tasks

  3. 3

    Work from the record

    Open the related prospect, contact, business, or deal before acting

  4. 4

    Measure progress

    Use Pipeline, Reports, and Forecasting

How records and settings behave

  • Activity builds shared record history
  • Access controls visible records and actions
  • Connected services determine communication and scheduling availability

Working effectively

  • Keep records current before outreach
  • Use tasks for concrete next actions
  • Review pipeline stages consistently

Keep the correct context

Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.

Frequently asked questions

Where should I start with Welcome to AgentixCRM?

Confirm your workspace and personal context

When is my work saved?

Activity builds shared record history

How do I confirm the result?

Return to the related list or detail view and review its current status. Connected services determine communication and scheduling availability

All AgentixCRM guides

Welcome to AgentixCRMUnderstand the complete sales workspace from prospecting through revenue visibilityOnboarding and workspace setupPrepare the workspace, team, services, and sales contextNavigation and daily workflowMove from priorities to records, communication, and pipeline workDashboardReview sales health, predictive guidance, and recent activityTasks and My DayPlan and complete time-specific work linked to CRM recordsScoutAsk CRM questions and review supported actions in contextInboxManage active customer and prospect message threadsCalendar and meetingsReview meetings, availability, and linked CRM contextNotificationsReview new sales and system events requiring attentionProspects workspaceDevelop opportunities from research through conversionFind prospectsSearch for businesses that match direct discovery criteriaAI Prospecting AgentRun guided prospect discovery with saved progress and historyProspect reportsCreate and share a business-focused prospect analysisReport BuilderArrange and edit the presentation of a prospect reportProspect outreachPrepare and track communication for prospect developmentContactsMaintain people and their relationships, activity, and sales workBusinessesMaintain organizations and their related people, deals, and activityGroupsOrganize related businesses under a shared structureContact and business importsBring existing records into the CRM through mapped source filesDuplicate cleanupReview potential duplicate contacts before merging recordsPipelineManage opportunities visually across sales stagesDealsMaintain opportunity value, stage, timing, ownership, and related activityForecastingReview expected revenue across active opportunities and periodsSequencesBuild repeatable multi-step outreach and monitor enrolled recordsConversationsReview message history in a CRM record contextMailboxes and email settingsConnect and manage sender identities used by CRM communicationUnsubscribe behaviorRecord and honor recipient email opt-out preferencesAuto-DialerWork through organized call lists and record outcomesCalls and call historyReview completed calls, outcomes, notes, and linked recordsSales CopilotReview calls with summaries, key points, and coaching contextProposalsBuild, preview, send, and track customer proposalsContractsCreate, send, sign, and audit customer contractsBooking and meeting managementLet customers choose available meeting times and manage resulting bookingsPaymentsConnect payment configuration to supported commercial workflowsCRM reportsReview sales activity, pipeline movement, conversion, and performanceAI Sales TrainerPractice customer conversations with guided coachingIdeal Client Profile and Agent TrainingDefine the sales fit and business context used by assisted workflowsAgency, clients, team, and brandingManage workspace identity, customer access, membership, roles, and presentationIntegrationsConnect external services used by CRM workflowsCustom fieldsExtend CRM records with workspace-specific informationEmail, mailboxes, and calendarsConfigure communication identities and scheduling connectionsPhone numbersConfigure the calling identity used by supported CRM phone toolsWebhooksSend selected CRM events to a configured external destinationAudit LogReview qualifying workspace activity and changesAgentixCRM glossaryUnderstand sales records, stages, activities, and revenue termsAgentixCRM troubleshootingResolve common access, record, communication, calling, document, and reporting questionsToday’s prospect actionsWork through prioritized prospect recommendations by timing and activity type.Sequence enrollment and run historyEnroll records and monitor progress through sequence steps.Cold Email AgentBuild, review, approve, and monitor an assisted email campaign.Documents hub and template libraryManage proposals, contracts, reusable templates, and recipients in one place.Audit templates and builderCreate reusable AI-assisted assessment rubrics.Notification and prospecting settingsControl personal alerts and default prospect outreach behavior.AgentixCRM APIUse the documented AgentixCRM API endpoints with Bearer authentication.AgentixCRM API explorerBuild a AgentixCRM request and copy a cURL, JavaScript, or Python example.AgentixCRM API authenticationCreate, store, and rotate AgentixCRM API keys.AgentixCRM API endpointsDocumented AgentixCRM API routes, parameters, and response examples.AgentixCRM API errors and limitsStatus codes and retry guidance for the AgentixCRM API.AgentixCRM API recipesEnd-to-end AgentixCRM API workflows.AgentixCRM MCP serverGive Claude, Cursor, or any MCP client scoped access to AgentixCRM reads and actions.Connect to the AgentixCRM MCP serverSet up the AgentixCRM MCP server in Claude Desktop, Claude Code, Cursor, or any HTTP MCP client.AgentixCRM MCP toolsEvery tool the AgentixCRM MCP server exposes, with inputs and results.AgentixCRM MCP promptsReady-made prompts that put the AgentixCRM MCP tools to work.AgentixCRM MCP safety and permissionsHow keys, scopes, confirmations, and audit logs keep AgentixCRM MCP use safe.

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