Cortox brings customers, products, proposals, tasks and reports together, with an AI assistant that can act on any of it.
Cortox's AI assistant answers questions about your business and can take real actions — creating a customer, updating a proposal, or completing a task — directly from the conversation.
Cortox keeps every customer's contact details, notes and history organized in one place, so nothing about a relationship gets lost across separate tools.
Cortox lets you build a proposal from your product catalog and send it to a customer in seconds, then tracks it through view, accept, reject and revision in one place.
Cortox's product catalog gives the AI assistant the context it needs to build accurate proposals, so every quote pulls from the same up-to-date pricing and descriptions.
Cortox tracks follow-ups on a Kanban board so a customer or opportunity never goes cold without you noticing.
Cortox turns your customer, proposal and task activity into reports that show how your business is actually doing, not just raw data.
Yes — the Cortox AI assistant reads across your customers, products, proposals, tasks and reports, so a single request like "which customers need attention this week" can pull from all of them at once instead of just one module.
Yes, Cortox can import an existing customer or product list from a CSV or Excel file and match the columns automatically.
Yes, you can invite teammates to a Cortox account, and everyone works from the same customers, products and proposals.