The CxTrack CRM
A CRM shaped to your industry, with an AI voice agent built in.
Start from a template built for your line of work, not a blank database. Calls, quotes, invoices, scheduling, and follow-up all live on one customer record, run by a voice agent that knows who is calling.
Built to fit, not to assemble
Most CRMs hand you an empty shell and a weekend of setup. CxTrack arrives already configured for your industry, with the AI and the record-keeping working together from day one.
Configured for your industry
Pick your industry and the CRM arrives mapped to how you actually work, with the right labels, pipeline stages, custom fields, and modules. No building a pipeline from a blank page.
An AI voice agent that lives in the CRM
Every workspace includes a voice receptionist that answers, qualifies, and books straight into your real calendar, then writes the whole call back to the customer timeline.
One record, one source of truth
Calls, quotes, invoices, payments, e-signatures, scheduling, and follow-up share a single customer record, so nothing falls between disconnected tools.
How it works
From your industry to live in three steps
We scope every engagement to your business, then build and run it with you. You are never left to configure it alone.
Tell us your industry
We start from the template built for your line of work, so the structure already fits.
We tailor it to your business
Pipeline stages, fields, the voice agent script, and integrations are shaped around how your team operates.
Your team goes live
Contacts, calendar, and inbox connect, the voice agent answers, and every interaction lands on one timeline.
Built for your industry
Each template ships with the modules, fields, and labels that match the work. Expand a template to see the terminology, pipeline, and tooling it arrives with for your line of business.
Professional Services
For firms that run on relationships, deadlines, and billable trust.
It is March and every client wants their return status. CxTrack answers the status calls, chases the missing documents, and counts down every filing deadline for you.
Your language, not ours
- CustomersClients
- ProductsEngagements
- QuotesProposals
Starting pipeline
- Document Collection
- In Preparation
- Under Review
- Ready to File
- Filed
- Follow-Up
Built in for tax & accounting
Engagement Pipeline
Track every client from Document Collection through Preparation, Review, Filing, and Follow-Up.
AI Quarterback
Flags approaching deadlines, clients with missing documents, and overdue invoices automatically.
Deadline Tracking
Built-in awareness of tax deadlines with countdown alerts and bulk notification capabilities.
Voice AI for tax & accounting
Answers client calls about filing status, schedules consultations, and reminds clients to submit outstanding documents.
Home Services
For the trades that answer the call, run the job, and get paid.
A pipe bursts at 2 am and the call still gets answered. CxTrack triages the emergency, opens the job ticket, and alerts your on-call tech while you sleep.
Your language, not ours
- CustomersClients
- PipelineJob Board
- ProductsServices
Starting pipeline
- Emergency Call
- Dispatched
- In Progress
- Completed
- Invoiced
- Paid
Built in for contractors
Job Pipeline
From Emergency Call through Dispatch, In Progress, Completed, and Invoiced. Track every job visually.
AI Quarterback
Flags overdue follow-ups, expiring quotes, and unpaid invoices so revenue doesn't leak.
Smart Dispatch
Auto-create job tickets from calls with customer address, issue description, and urgency level.
Voice AI for contractors
Answers emergency calls 24/7, triages urgency, creates job tickets, and dispatches your nearest available tech.
Every template includes the AI voice agent, the CoPilot assistant, and full customization. Do not see your industry? We tailor the general template to fit.
One platform for the work you
keep paying six tools to do.
Book a discovery call and we will map exactly how we would build and run it for your business. No sales gauntlet, no obligation.
Built in Canada. Every engagement scoped to your business.