TrinitX product

AI-powered CRM and lead operations for commercial sales teams.

CortexFlow pulls leads from ads, listings, WhatsApp, and email into one CRM — with role-based dashboards, conversation history, and configurable AI voice follow-up where implemented.

Open CortexFlow →Talk to TrinitX

CortexFlow CRM dashboard showing lead pipeline and activity

Who it is for

Sales teams receiving leads from multiple ad and listing channels
Businesses that rely on WhatsApp and phone alongside formal CRM workflows
Managers who need pipeline visibility without weekly spreadsheet exports
Teams in India running Meta, Google, and IndiaMART lead programs

The problem

Leads arrive in separate inboxes — Meta, Google, forms, and chat — and reps reconcile manually.
WhatsApp conversations live outside the CRM, so handoffs lose context.
Follow-up calls depend on whoever is free, with no consistent script or booking flow.
Leadership lacks a live view of pipeline by project or region.

Capabilities

Unified lead capture from Meta, Google, IndiaMART, and web forms
WhatsApp and email threads on the lead timeline
Role-based dashboards: admin, manager, and rep views
Call notes and activity history on each lead card
Configurable AI voice agent: script, FAQs, tone, and calendar booking
AI call transcripts attached to the CRM record
Pipeline filtering by project and region

All products →Lead Generation solution →Automation & AI service →CortexFlow implementation story →Contact TrinitX →

Explore CortexFlow

Open CortexFlow →Talk to TrinitX →

AI-powered CRM and lead operations for commercial sales teams.

Who it is for

The problem

Capabilities

Related

AI-powered CRM and lead operations for commercial sales teams.

Who it is for

The problem

Capabilities

Related