Now with CoreX Intelligence AI Agent

Run Your Entire Business
from One Command Center

CoreX unifies leads, projects, tasks, finance, and communications — powered by AI that actually knows your business data in real time.

Start Using CoreX → Explore Features
AMRS
Trusted by founders & operators — live in production
app.corex.io/dashboard
Main Menu
⊞ Dashboard
◫ Projects
✓ Tasks
₹ Finance
⊙ Leads (CRM)
✉ Email Client
◎ Goals
⊕ Campaigns
Settings
◈ Integrations
◉ Domain Master
Good morning, Abhinav 👋
117 leads across your pipeline — worth ₹91.5L
+ CREATE NEW
⊙
Total Leads
117
0 unassigned
↗
Active Pipeline
₹91.5L
116 open leads
⚡
Closed Won
₹35K
1 deals closed
◎
Win Rate
1%
Conversion rate
◫
Project Revenue
₹1.3L
1 active projects
!
Outstanding
₹85K
Payments due
Lead Acquisition · Last 14 Days
Pipeline Funnel
New
115
Contacted
1
Won
1
8+
Integrated Modules
2
Companies, One Platform
AI
Powered Business Intelligence
∞
Leads, Projects, Tasks
100%
Real-Time Data Access
Everything You Need

All Your Operations,
One Unified Platform

From first contact to closed deal, from project kickoff to payment received — CoreX handles every step of your business workflow.

Leads CRM
Full-funnel lead management with 7 pipeline stages, AI enrichment, duplicate detection, smart domain routing, and bulk auto-assignment.
AI Enrichment Pipeline Duplicate Merge
Project Management
Kanban boards, milestones, payment tracking, and priority management across all your business entities with real-time outstanding invoice alerts.
Kanban Payments Milestones
Task Management
P1–P4 priority board with blocker detection, overdue flagging, partner health scores, and project-linked task assignment for both founders.
P1 Blocker Sprint Board Overdue Alerts
Finance & Payments
Track project payments, log expenses by category, auto-calculate net profit, and split financials per entity — with full consolidated view.
Net Profit Expenses Per-Company P&L
Unified Email Client
Full Gmail + Zoho IMAP inbox inside CoreX. Read, compose, reply with threading, manage drafts and templates — all without leaving the dashboard.
Gmail Zoho Mail Threading
WhatsApp Campaigns
Send bulk WhatsApp messages via Meta Cloud API with async job tracking, real-time progress, rate limiting, and per-lead campaign result logging.
Bulk Send Meta API Live Progress
Goals & OKRs
Define quarterly objectives and track key results. Monitor completion percentages, identify at-risk goals, and run performance audits across both companies.
OKR Tracker Q3 Targets Performance Audit
Command Dashboard
Real-time metrics, lead acquisition charts, pipeline funnels, task health, and financial KPIs — personalized for Ops vs Sales roles with role-aware layouts.
Role-Aware Live Metrics Charts
Domain Master Engine
Keyword-based domain detection auto-assigns leads to the correct company and target. Bulk re-route entire domain when business rules change.
Auto-Routing Keyword Engine Bulk Reassign
CoreX Intelligence

Your AI That Knows
Your Entire Business

Ask anything in plain English. CoreX Intelligence injects your full live database — all leads, projects, tasks — into every query. No hallucinations. Just real answers.

🧠
Live Context Injection
Every query gets a real-time snapshot of your business data — leads, pipeline, projects, tasks. No stale data, ever.
⚡
Gemini 2.5 Flash + Claude Haiku
Dual LLM fallback strategy — Gemini as primary, Claude as backup. Always-on, never down.
💬
Conversational Memory
Remembers last 10 turns of conversation for coherent multi-turn business analysis without repeating context.
CoreX Intelligence
AGENT V4.2 ONLINE
Hello! I am CoreX Intelligence. Ask me anything about your leads, pipeline, follow-ups, or revenue.
Pipeline Summary
Follow-up Today
Win Rate
Domain Breakdown
Which leads need follow-up today?
You have 3 leads due for follow-up today:

• Aashish Shukla — Arna Enterprise (Fintech, ₹1.09L)
• Ronak Modi — Smile Money (Finance, ₹2.5L)
• Priya Shah — TechBridge (SaaS, ₹80K)

Want me to draft a WhatsApp message for any of them?
Ask CoreX anything...
→
CRM Intelligence

Smart Lead Pipeline
with AI Enrichment

Every lead gets AI-generated company summaries, outreach strategies, and personalized icebreaker messages — automatically.

  • ✓
    AI-powered company research: size, founding year, LinkedIn, Twitter — auto-populated
  • ✓
    Smart duplicate detection + field-preserving merge for clean CRM data
  • ✓
    Keyword-based domain detection auto-routes leads to the right team or entity
  • ✓
    Public REST API endpoint for automated lead ingestion from external scrapers
  • ✓
    117 leads tracked · ₹91.5L active pipeline · NV + NS split view
Leads Pipeline
All 117 NV 101 NS 16
115
NEW
1
CONTACTED
0
INTERESTED
0
PROPOSAL
0
NEGO
1
WON
0
LOST
LeadValueStage
Aashish Shukla
Arna Enterprise · Fintech
₹1.09L
CONTACTED
Success Academy
VSmart Academy · Education
₹80K
NEW
Financial Intelligence

Per-Company Finance
Always Reconciled

Track project payments, log operational expenses, and see real-time net profit for each company — without a separate accounting tool.

  • ✓
    Automatic pending amount = Total Value − Received, always in sync
  • ✓
    10 expense categories: Hosting, Freelancer, Marketing, Salary, Tax and more
  • ✓
    Split expenses by entity (Company A, Company B, or Both) with per-entity P&L
  • ✓
    Payment history per project with date-stamped receipt tracking
Finance & Payments
Total Received
₹40,000
₹85,000 pending
Net Profit
₹37,500
Received − Expenses
Company A
₹0
Exp: ₹2,500
Company B
₹40,000
Exp: ₹2,500
Smile Money
NS ACTIVE
Total Value
₹1,25,000
Received
₹40,000
Pending
₹85,000
32% collected
Integrations

Connect Your Entire Stack

CoreX plugs into the tools you already use — email, WhatsApp, AI APIs — with more coming soon.

Gmail
Communication
● Connected
Zoho Mail
Communication
● Connected
Gemini AI
Productivity / AI
● Connected
WhatsApp Meta
Messaging
○ Configure
Slack
Productivity
○ Coming Soon
Google Drive
Storage
○ Coming Soon
Claude AI
AI Fallback
● Active
HubSpot
CRM Sync
○ Coming Soon
Built For

Who Uses CoreX?

Designed for lean, ambitious teams running multiple business lines — where every founder needs full visibility.

Founder Duos & Partnerships
Both founders see everything — leads, projects, tasks, money — from one dashboard. No more "hey, what's the status on X?" on WhatsApp.
Web & Software Agencies
Manage client projects end-to-end: scoping to delivery, payment tracking, task boards, and client communication — all in one place.
Product + Service Hybrids
Running a product business AND a services arm? CoreX tracks financials, projects, and leads separately per entity with a unified view on top.
Sales-Led Growth Teams
WhatsApp campaigns, email outreach, follow-up tracking, and AI-drafted icebreakers — built for teams doing high-volume outreach at scale.
AI-First Startups
Leverage Gemini and Claude directly in your CRM — auto-generate company research, outreach copy, and business intelligence with live data.
Ops & Finance Leads
Real-time P&L, expense management by category, per-company revenue tracking, and outstanding payment alerts — without an accountant.
Impact

How CoreX Boosts
Productivity

From manual chaos to automated clarity — here's what changes when everything is in one place.

10x
Faster Lead Research
AI enrichment auto-fills company info, summaries, and outreach strategy — no manual Googling
0
Missed Follow-ups
AI agent answers "who needs follow-up today?" instantly with names, company, and deal value
80/s
WhatsApp Messages
Bulk campaigns send up to 80 messages/second via Meta Cloud API with live progress tracking
100%
Real-Time Financials
Net profit, pending invoices, and per-company P&L always current — no spreadsheet syncing
1
Dashboard for All
Leads + Projects + Tasks + Finance + Email + Goals — every tool your team needs in one login
2x
Companies, One View
Multiple business entities managed together with separate financials and shared pipeline visibility
From The Team

Built By Operators,
For Operators

CoreX is a living product — built in production, used daily by real teams with real data and real workflows.

★★★★★
"Having the AI agent that actually knows our pipeline — not some generic chatbot — is a game-changer. I can ask 'what's our highest-value lead in fintech right now?' and get an instant, accurate answer."
A
Abhinav
Co-Founder, Tech Startup
★★★★★
"The per-entity finance split is exactly what we needed. I can see each company's revenue and expenses separately while having the consolidated view in one click. No more Excel juggling."
M
Mayank
Co-Founder, Services Company
★★★★★
"WhatsApp bulk campaigns with real-time job tracking was the feature I didn't know I needed. Being able to reach 100 leads with a personalized template and see live delivery status is incredible for outreach."
R
Ronak
Sales Lead, Growth Team

Ready to Run Your Business
from One Command Center?

CoreX is live in production, used by real teams every day. Built for operators who want clarity, not complexity.

Get Access to CoreX → Explore All Features