It keeps itself current — calls write their own summaries, companies research themselves, and deals flag when they’re slipping. You decide what happens next.
One click on a brand-new lead. Connekz reads the public record and writes a sourced profile — then tells you how to win them.
Globex Agency · AI Profile
CCNEX-Flow
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Globex Agency
Lead Unassigned
No AI profile available
AI will research this company and build a detailed profile.
Step 1 of 5
A company you’ve never met.
Just a name and a logo — like every new lead.
The real problem
A CRM is only as good as the last time someone updated it.
So it rots. Reps skip the data entry. Calls never get logged. Follow-ups slip. Within a quarter your “single source of truth” is a graveyard nobody trusts.
The problem was never the CRM. It’s that keeping it current was your job. CNEX-Flow does that job itself.
G
Globex Agency
Last updated 67 days ago
stale
Last call
Open deal
Next follow-up
Owner
No recent activity
What it does for you
Three jobs you’ll never do by hand again.
After every call
Calls write themselves.
Hang up — the summary is already on the contact.
An AI call summary saved to the client, automatically
Up to five next actions drafted — task, reminder, email, note
You review and approve; nothing fires beyond the access you’ve granted it
A health score across five dimensions, with the trend
Revenue, outstanding balance, and payment behaviour
Buying signals surfaced for you — upsell, renewal, churn risk
Acme Corp · health86 ▲
$48K ARR · 12d to payUpsell signal
Your pipeline
See a deal slipping before it does.
A pipeline that flags what actually needs you.
Drag deals across stages — column totals update live
At-risk deals surface from health + signal changes
Follow-ups that tell you exactly who to chase next
Globex renewal$24K80%
Initech expansion$60K35%
1 deal slipping — nudge sent
Your clients’ data, your rules
Connekz in your CRM — without giving up control.
Connekz works on your client data the way a careful teammate would: it proposes, you decide.
Connekz proposes. You decide.
Call summaries, draft emails, company research, next actions — Connekz prepares them and waits. Nothing touches your records until you approve — and it only ever works within the access you’ve granted it.
It only sees what you see.
Use Connekz and it runs with your exact permissions — it can’t read what your login can’t. Every action is logged and auditable.
Your credentials, encrypted.
Connections and secrets are stored AES-256-GCM encrypted, and you control what’s connected. You can revoke access at any time.
The difference
The CRM you feed vs the CRM that feeds you.
The CRM you feed
CNEX-Flow — The CRM that feeds you
Log every call by hand
Calls write their own summaries
Research a company across six tabs
Companies research themselves — with sources
Context scattered across tools
One screen already knows everything
You try to remember to follow up
It flags who’s slipping, before they do
One more tool to keep up to date
It keeps itself up to date
Worth it?
CNEX-Flow Growth ($599/mo) costs less than a contractor day — and no one ever has to update the CRM again.