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For sales teams

Every deal, every rep, in one pipeline

Drag deals across stages, route every lead to the right rep, and reply to customers from one inbox — without switching tabs or losing context.

Corteksa
3xfaster stage updates on a drag-and-drop Kanban board
<5 minfrom new lead to the right rep
100%of messages and changes logged on the record

The deal, the conversation, and the work in one place

Three connected surfaces your reps actually work in — switch the demo to explore each one.

Pipeline board
Lead2
Marina 2BR$320k
Omar K.MA
Downtown studio$180k
WebDS
Viewing1
Villa 7$1.2M
Dana S.V7
Closed1
Unit 1203$540k
Maya F.U1
Capabilities

Everything you need, in one place

Drag-and-drop pipeline

Move deals between stages on a Kanban board grouped by your status field, and the record updates instantly.

Inline-edit table

Work deals in a records table, edit fields in place, and filter down to exactly the list you need.

Bulk assign and update

Select multiple records to reassign the owner or change a field across the whole set in one action.

Smart lead routing

Send each new lead to the right rep automatically, based on their capacity limits and working hours.

Omnichannel inbox

Reply to every contact over WhatsApp and other channels from one inbox tied to their record.

Cortex AI answers

Ask Cortex Chat in the record drawer and get answers drawn from your own CRM data.

How it works

Up and running in three steps

1

Capture and route

New leads flow in and route to the right rep by capacity and working hours, so none sit unanswered.

2

Work the pipeline

Reps drag deals through stages, edit details inline, and reply to customers from the same screen.

3

Ask and act

Use filters and Cortex Chat to surface the deals that need attention, then update them in bulk.

FAQ

Frequently asked questions

Yes. The Kanban board is grouped by a status field you define, so your stages match how your team actually sells.

Leads route automatically by each rep's capacity limits and working hours, so workload stays fair and nothing is dropped.

Yes. WhatsApp and other channels feed one inbox per contact, and every conversation sits next to that contact's record.

Cortex Chat answers from the data already in your CRM — your deals, contacts, and activity — inside the record drawer, not the open web.

Give your sales team one place to close

Pipeline, inbox, and AI answers in a single CRM — see it in a live demo.

Corteksa
How can Cortex help my team work more efficiently?