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
Leads
24 deals • $48K
Qualified
18 deals • $36K
Proposal
12 deals • $24K
Pipeline Management
Drag across stages; probabilities; automations on move.
Leads
Qualified
Proposal
Closed
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
Forecast & Analytics
Revenue by stage/rep/campaign; leaderboards.
Monthly Revenue
Top Performers
TCPA/10DLC-aware • Enterprise-grade security • Replace 5+ tools with one platform