AEGIBIT Cortex. The AI CRM that does the data entry for you.
A multi-tenant CRM, sales-automation, quotation, and customer-success platform, rebuilt around one idea: the software should do the admin, not the salesperson. Zero-entry AI capture, a data-quality engine, native CPQ and invoicing, transparent pricing, and a real offline mobile app. Powered by AEGIBIT.
Cortex runs in any modern browser, nothing to install. Prefer the field app? Download the Android APK (v1.1.0) above, tap the file, and allow install from your browser when Android asks. On iPhone? Email us, an iOS build is on the way.
The problem
CRMs were supposed to remove busywork. Most of them added it.
Bad data costs revenue. Pricing hides behind tier cliffs and per-module upsells. Reps spend the majority of their day on data entry instead of selling, and the interfaces are so click-heavy that even the market leaders are rebuilding them. Cortex was designed by studying exactly what people complain about, and winning on every one of those points.
Why teams switch to Cortex
Built to win on the four things people hate about CRMs
AI that does the data entry, not just chat
Reps lose most of their day to admin, industry research puts non-selling work near 70% of their time. Cortex auto-logs emails, calls, and meetings straight into the timeline and auto-fills the record. You confirm with one click instead of filling a form. This is the single highest-ROI thing an AI can do in a CRM.
A data-quality engine, built in
Bad CRM data quietly costs revenue. Cortex ships real-time duplicate detection (exact and fuzzy), a clean merge experience, validation rules, and a tenant Data Health score that nudges you on stale records, capabilities most suites sell as a paid add-on, included here.
Everything to close, on one platform
Native CPQ and quotation with tax and GST, versioning, an approval workflow with discount tiers, and invoicing, all in the core. Not bolt-on hubs, not integrations you rent, not a per-module upsell every quarter.
Low-click, role-tailored, Linear-fast
A command palette, inline editing, and keyboard-first flows. Rep, manager, finance, and support each get a home screen built for their job. Cortex is designed to log anything in under three clicks, the opposite of the click-heavy incumbents people quietly resent.
ROI-instrumented AI, not demo flash
Summaries, deal-risk scoring, and forecasting, each tied to a measurable time-saved or revenue-surfaced number. A provider-agnostic engine runs across models with automatic fallback, so the intelligence layer never goes dark.
No lock-in, by design
One-click full data export, a documented schema, and guided importers from Salesforce, HubSpot, Pipedrive, and Zoho. We win by being easy to join and easy to leave, the opposite of the switching-cost trap that keeps people on tools they dislike.
Enterprise extensions in the core
An assignment engine with five routing modes, a universal activity timeline, source analytics, shareable links with engagement tracking, and a universal inventory and matching engine with dashboards and CSV exports.
A real field-sales mobile app
Offline-first mobile with a genuine sync engine and an offline outbox, auth, leads, deals, and an AI copilot in your pocket, a true field tool, not a shrunk-down web view.
Who it is for
SMB and mid-market teams that sell
Sales reps
Stop typing. Auto-logged activity and one-click confirm means more time in front of customers.
Sales managers
A real-time pipeline, deal-risk, and forecasting, without chasing the team for updates.
Finance and RevOps
Native CPQ, approvals, and invoicing with clean, exportable data they can trust.
Founders and ops
One transparent-priced platform that replaces a stack of add-ons, with no lock-in.
Built by a security company
Your customer data, isolated at the database
Multi-tenant isolation enforced at the database with PostgreSQL Row-Level Security, a tenant_id on every row
JWT with refresh-token rotation and reuse detection, plus TOTP multi-factor authentication
Role-based access control with custom roles and dynamic permissions from day one
Pricing is a feature
Flat per seat. Everything included.
- · Flat, per-seat pricing with all core modules included
- · No feature paywalls on CPQ, approvals, invoicing, support, or reporting
- · No punitive tier cliffs, and no charging for breadth you never use
What is inside, today
- ✓ CRM: companies, contacts, deals, Kanban, dedupe, lead conversion
- ✓ Sales: CPQ, quotations, approval workflow, invoicing
- ✓ AI: auto-capture, summaries, deal-risk, forecasting
- ✓ Mobile: offline-first Android and iOS with a real sync engine
- ✓ Enterprise: assignment engine, timeline, analytics, inventory matching
Put your revenue team on Cortex.
The AI does the data entry, the data stays clean, and everything you need to close lives on one platform. Open it in your browser right now, nothing to install. Powered by AEGIBIT.