Scale Your Sales Engine with Smart Organization CRM
Streamline multi-tenant branch operations, lead routing automation, deal pipelines, and real-time revenue analytics — built for modern growing companies.
Trusted by High-Growth Organizations Worldwide
Everything Your Organization Needs to Scale
From company onboarding and multi-branch structures to automated lead routing and deal conversion.
Multi-Tenant Company Hierarchy
Organize your company into branches, regional offices, and agent teams with custom timezones, currencies, and tax parameters.
Smart Round-Robin Routing
Automatically distribute incoming leads to sales reps based on branch location, workload, or direct assignment rules.
Meta & Omnichannel Sync
Direct integration with Meta Lead Ads (Facebook & Instagram) to instantly ingest leads without manual data entry.
Kanban Drag-and-Drop Pipeline
Visual deal management across Discovery, Demo, Proposal, and Won/Lost stages with automatic stale proposal notifications.
Real-Time Executive Analytics
Interactive ApexCharts dashboards for deal win rates, loss reason analysis, branch revenue, and conversion velocity.
Role-Based Access Control
Granular security scoping for Company Admins, Branch Managers, and Sales Representatives to safeguard client data.
Predictive AI Scoring & Smart Lead Distribution
Boost deal win rates by 38% with automated AI lead scoring, branch round-robin distribution, and intelligent follow-up suggestions.
Predictive Win Probability Scoring
AI algorithms evaluate buyer intent, engagement velocity, and budget metrics to rank high-value opportunities.
Multi-Branch Round-Robin Dispatch
Route incoming social & web leads to available reps at regional branches with zero manual overhead.
Stale Deal Reminders & Loss Diagnosis
Automated alerts flag untouched leads and analyze lost proposals to continuously refine your sales pitch.
Transparent Pricing Built for Public Domain Organizations
Select your organization plan below. Every tier includes a 14-day full feature trial.
For small businesses setting up their first digital lead pipeline.
- 1 Main Branch HQ
- Up to 5 Agent Seats
- Standard Drag-and-Drop Pipeline
- Lead & Contact Directory
- Standard Email Support
Perfect for growing organizations with multiple regional branches.
- Up to 5 Regional Branches
- 25 Agent Seats Included
- Smart Round-Robin Lead Routing
- Meta Lead Ads Auto-Sync
- Executive ApexCharts Analytics
- Priority 24/7 Support
For large-scale public domain organizations requiring custom features.
- Unlimited Branches & Offices
- Unlimited Agent Seats
- Dedicated Meta & Webhook API
- Custom Loss Reason Workflows
- Dedicated Account Manager & SLA
Loved by Organization Leaders & Sales Teams
"Onboarding our 5 regional branches into ApexCRM took under 10 minutes. The round-robin lead assignment doubled our response time efficiency!"
"Meta lead integration worked out of the box. Incoming leads from Instagram now route instantly to our nearest branch reps without missing a beat."
"The organization-wide deal analytics give our executive board clear line-of-sight into won revenue and loss reasons across all offices."
Frequently Asked Questions
Everything you need to know about organization onboarding and subscription setup.
Instant Social Media Lead Auto-Sync
Eliminate manual CSV downloads forever. ApexCRM connects directly via instant Webhook APIs to automatically ingest, validate, and route prospects from Meta Lead Ads, LinkedIn, TikTok, and web forms into your sales pipeline in under 2 seconds.
Meta Lead Ads Instant Webhook Sync
Ingest leads from Facebook Page forms & Instagram Lead Ads in real time with 100% field mapping precision.
Automated Duplicate Prevention
Detects existing phone numbers and emails to merge prospect history without cluttering your sales database.
Instant Agent SMS & Email Notifications
Alert assigned sales reps immediately to respond within the critical 5-minute initial engagement window.