Featured platform
Run the customer journey and the operation from one connected layer.
Explore modular systems that can start small and expand as teams, branches and workflows grow.
Explore all solutionsCRM & workflows
Capture leads, automate follow-up and keep work moving.
A practical CRM and automation layer that connects enquiries, quotations, tasks and customer communication.
BUSINESS OUTCOMES
Start with measurable operational change.
The implementation is prioritised around visible improvements rather than the largest possible feature list.
01 · Respond to leads faster
Define the baseline, process owner, required data and acceptance criteria before this outcome enters the delivery scope.
02 · Reduce missed follow-ups
Define the baseline, process owner, required data and acceptance criteria before this outcome enters the delivery scope.
03 · Create consistent sales workflows
Define the baseline, process owner, required data and acceptance criteria before this outcome enters the delivery scope.
04 · Turn activity into management insight
Define the baseline, process owner, required data and acceptance criteria before this outcome enters the delivery scope.
Plan the implementation and support model together.
Published ranges support early qualification. The final proposal depends on integrations, data, users, environments, training and support requirements.
From US$6,000 implementation
Initial module scope, configuration or development, testing and launch preparation.
Support from US$200/month
Support, hosting and optimisation based on service hours and business criticality.
Teams with a clear process owner
- Professional services
- Construction and trades
- Property and real estate
- B2B sales teams
See where the platform fits.
Industry pages connect the product to a complete customer and operations journey.
Construction & Trades
Capture leads, quote work, schedule teams and control field operations.
- Lead-generation websites
- Quotation systems
- Job scheduling
- Mobile field workflows
Professional Services
Improve enquiries, proposals, delivery and customer communication.
- Corporate website
- CRM and automation
- Client portals
- Reporting dashboards
Real Estate & Property
Connect listings, enquiries, agents, tenants and property workflows.
- Property website
- Lead routing
- Agent CRM
- Tenant and owner portals
Plan the first phase of CodeVertex Automate.
Bring the current workflow, user roles, integrations and business priorities to discovery.