PixoCRM: The Central Nervous System of Sales Automation
Natively integrated with AI Voice Telecalling, Inbound Receptionists, and WhatsApp Business Automation. Capture, score, and convert leads in real-time with state-of-the-art AI and visual pipelines.
Centralized aggregation from voice, chat, and campaigns instantly.
Automated WhatsApp campaigns follow up over weekends and overnight.
Updates synced instantly across all active agents without page refreshes.
A Complete Platform Capability Overview
Explore how PixoCRM eliminates traditional manual CRM limits by placing conversational AI at the core.
Multi-Channel Lead Acquisition
Leads are automatically fed into PixoCRM in real-time from multiple integrated communication channels, eliminating manual data entry bottlenecks:
AI Voice Telecaller (Call Orbit)
Outbound campaigns sync call results and add successful contacts directly.
AI Inbound Voice Receptionist
Inbound callers are captured, identified, and synced as leads.
First Voice AI Agents
Autonomous voice agents add qualified contacts upon completing scripts.
WhatsApp Automation
Inbound chats and interactive button clicks dynamically trigger lead creation.
Manual Intake Wizard
Allows team members to add leads manually via a clean, optimized interface.
AI Lead Scoring & Temperature Classification
Every voice call and text conversation is analyzed by AI to score intent, interest levels, and sentiment, resulting in automated classification:
Hot Lead (80–100)
Immediate action required
Warm Lead (50–79)
Active follow-up
Cold Lead (0–49)
Automated nurture loop
Stale Lead Warnings: The system automatically highlights new leads that have been inactive for more than 7 days, alerting reps to prevent deal decay.
Visual Pipeline & Kanban Board
Manage your sales flow visually and make bulk updates effortlessly with high-density layouts:
Dual UI Modes
Toggle seamlessly between a drag-and-drop Kanban Board and a high-density Table View.
Customizable Stages
Track leads through standard stages: New ➔ Contacted ➔ Qualified ➔ Converted ➔ Lost.
Lead Details Drawer
Click any lead to reveal contact details, assigned agent, custom tags, and call recordings.
Advanced Lead Lifecycle & Demo Automation
Close deals faster with automated triggers synced directly to the demo lifecycle:
Demo Scheduling
Lock in meeting dates, track status, and log unique virtual meeting links.
Automatic Reminders
Triggers WhatsApp confirmations and 2-hour pre-meeting reminder messages.
Post-Demo Cadence
Capture feedback (interested, lost, etc.), log pitch notes, and dispatch templates.
Intelligent Dead-Lead Triggers: Marking a lead as “Dead” instantly resets its score to 0, pauses active follow-up schedules, archives WhatsApp chats, and sends team-wide notifications to prevent redundant outreach.
Click-to-Call & Direct Messaging
Provide reps with one-click tools to initiate immediate communications directly from the CRM panel:
Click-to-Call (Instant Call)
Initiate immediate outbound voice dialer outreach using integrated VoIP networks.
Direct WhatsApp Shortcut
One-click navigation to chat directly with a lead inside the WhatsApp web inbox.
Collaboration & Real-Time Sync
Keep your sales organization synced with real-time collaborative updates powered by modern cloud databases:
Role-Based Lead Assignment
Assign leads to specific active team members to define clear responsibility.
Real-Time Data Sync
Supabase Realtime updates stage shifts and edits instantly across all team screens.
Follow-Up Notifications
Smart desktop alerts for upcoming follow-ups, new inbound leads, and scores.
White-Label Ready Architecture
For agencies and resellers, PixoCRM completely adopts your business branding guidelines:
Custom Domains
Serve the CRM interface on client-specific white-labeled subdomains.
Branded Interface
Custom logos, branding styles, and custom primary/secondary color schemes.
Automated Engagement & Follow-Up Lifecycle
PixoCRM runs two isolated, high-efficiency messaging tracks controlled by system cron jobs and n8n workflows.
Lead Created
Status set to new or contacted
Automated Nurturing
Drips trigger on configured intervals (Day 1, 3, 5) to qualify.
Demo Scheduled
Nurturing pauses. Dispatches booking info & WhatsApp reminders.
Demo Completed
Agent updates status to initiate post-demo cadence tracks.
Post-Demo Cadence
Runs scheduled drips at 2h, 24h, 48h, 5d, and 8d automatically.
Track 1: Automated Nurturing Sequences (Pre-Demo)
Pre-demo sequences ensure leads remain warm and engaged from the second they are created until they schedule a live demo.
Starts automatically when a lead is created with the status of new or contacted.
Nurturing content sequences are dispatched via WhatsApp at precise intervals (e.g. Day 1, Day 3, Day 5) to drive action.
Sequence pauses immediately once marked qualified (demo booked), lost, or is_dead.
Why Sales Organizations Choose PixoCRM
Eliminate Lead Leakage
Aggregate and centralize every prospect conversation, phone recording, and chat query instantly under a single dashboard.
Focus on Winning Deals
AI temperature segments and cognitive scores identify hot leads instantly, saving your reps from dialing stale cold contacts.
24/7 Nurturing
Automated WhatsApp sequences work round-the-clock, engaging leads over weekends and reacting immediately to form submissions.
Complete Interaction Context
Equip reps with call recordings, transcript text, and full chat histories prior to making a call or direct WhatsApp message.
Clean Pipelines
Inactive warnings, dead-lead trigger rules, and automatic follow-up halts guarantee an organized, high-velocity dashboard.
Claim Your 50% CRM Setup Discount
Enter your details below to schedule an onboarding call. We will design your AI lead workflow and custom dashboard template.
Stop losing leads to manual pipelines.
Deploy PixoCRM to centralize communications, score intent with AI, and launch automated follow-up sequences on autopilot.