See Every Deal—And Move It Forward

    Pipeline analytics shows what is actually happening across a book of business rather than how many contacts exist. APEX reports reply rate, block rate, appointment set rate and per-number health in one dashboard, broken down by producer and by lead source. Number health matters for high-volume texting: a sending number accumulating carrier blocks is the earliest signal that a campaign is about to stop delivering.

    Pipelines, payments, and performance in one view.

    Sales Pipeline

    $124.7K forecast

    Leads

    24 deals • $48K

    Acme Corp
    $5,20080%

    Qualified

    18 deals • $36K

    Acme Corp
    $5,20080%
    TechStart Inc
    $3,40060%

    Proposal

    12 deals • $24K

    Acme Corp
    $5,20080%
    TechStart Inc
    $3,40060%
    Family Shield
    $2,100100%
    Paid • $2,100

    Pipeline Management

    Drag across stages; probabilities; automations on move.

    Leads

    24 deals
    Drop here
    $48K
    Total Value

    Qualified

    18 deals
    Drop here
    $36K
    Total Value

    Proposal

    12 deals
    Drop here
    $24K
    Total Value

    Closed

    8 deals
    Drop here
    $16K
    Total Value

    Drag deals between stages to update automatically

    Collect Payments

    Take cards on pages, funnels, or during booking.

    Secure payment processing with Stripe

    Accept cards directly on your pages

    Automatic invoicing and receipts

    Recurring billing for subscriptions

    APEX Insurance

    Secure Checkout

    •••• •••• •••• ••••
    MM/YY
    •••
    $2,400
    Auto Insurance Premium
    SSL Secured
    Stripe
    PAID ✓

    Forecast & Analytics

    Revenue by stage/rep/campaign; leaderboards.

    Monthly Revenue

    $84K
    This Month
    +24%
    Growth

    Top Performers

    1
    Sarah Chen
    Sales Rep
    $18.2K
    This month
    2
    Mike Rodriguez
    Sales Rep
    $15.8K
    This month
    3
    Alex Thompson
    Sales Rep
    $12.4K
    This month

    TCPA/10DLC-aware • Enterprise-grade security • Replace 5+ tools with one platform