AI-Powered Business Operating Platform

One Powerful Platform. Built to Run Your Entire Business.

Agenix Ai helps teams run leads, CRM, sales, marketing, automation, learning, and operations in one connected system. Replace fragmented tools with a single platform your entire business can work from—clearly, consistently, and at scale.

Book a Free Demo Explore the Platform Login

Guided setup included in demo planning. No long-term commitment required to start.

  • Role-based access and centralized visibility
  • Unified lead-to-conversion lifecycle
  • Built for agencies, services, education, and teams
  • Automations and AI actions in one interface

Agenix Operating Dashboard

Connected modules: CRM · Marketing · Automation · Finance

Live workspace

Lead Inbox

Prioritized

Follow-up Queue

On Schedule

Pipeline Health

Stable

Activity Timeline

synced across modules

New enquiry captured CRM
AI drafted response AI
Payment reminder queued Automation

Everything Your Business Needs. In One Connected Platform.

Tools
Dashboard
Automation
AI
CRM
Marketing
Analytics
Operations

The Old Way vs The Agenix Ai Way

When teams operate from disconnected tools, follow-ups slip, handoffs become unclear, and decision-making slows down. Agenix Ai unifies operations across the entire customer lifecycle so every team works from shared context.

The Old Way

Multiple apps, manual handoffs, and unclear ownership.

  • Leads spread across chat apps, sheets, and form tools
  • Follow-ups depend on memory and manual reminders
  • Campaign, sales, and operations data remain disconnected
  • Reporting gets assembled late, with low confidence

The Agenix Ai Way

One platform, one workflow language, one source of truth.

  • Unified pipeline from enquiry to payment and retention
  • Automated reminders, routing, and status transitions
  • AI-assisted messaging and task generation inside workflow
  • Real-time dashboards for sales, marketing, and operations

Platform Modules Built for Daily Execution

Each module is designed to work independently and together. Start where your team has the highest friction, then connect additional workflows as your process matures.

Build

Launch pages, forms, and branded capture flows without juggling external builders.

  • Landing pages and enquiry forms
  • Funnel-specific capture paths
  • Reusable templates for speed
Explore Build

Marketing

Plan campaigns, segment audiences, and track engagement in one marketing workspace.

  • Email and messaging campaigns
  • Audience segments and journeys
  • Attribution-friendly tracking
Explore Marketing

AI

Reduce repetitive effort with AI-generated drafts, tags, summaries, and task prompts.

  • Context-aware draft generation
  • Lead intent tagging
  • Activity summaries and prompts
Explore AI

CRM & Sales

Manage pipelines, stages, owners, and deal momentum from a single operational view.

  • Visual pipelines with ownership
  • Stage automation and reminders
  • Shared customer timeline
Explore CRM & Sales

Learning & Community

Deliver courses, resources, and member interactions from the same customer record.

  • Course content and learner access
  • Community channels and moderation
  • Progress-aware engagement journeys
Explore Learning

Business Operations

Keep teams aligned on tasks, billing milestones, and delivery handoffs without chaos.

  • Task boards and approval flows
  • Finance reminders and status tracking
  • Cross-team operational dashboards
Explore Operations

Explore the Platform in Motion

Switch between modules to see how each workspace connects back to one customer timeline and one operational dashboard.

CRM Workspace

Customer records, ownership, and interaction history organized in one place.

Active module

Pipeline Board

New Enquiry → Assigned
Qualified → Follow-up
Proposal → Decision

Activity Feed

Call note added by owner

Meeting scheduled automatically

Reminder queued for tomorrow

Marketing Console

Audience segmentation, campaign scheduling, and response insights from one board.

Campaign ready

Segment

High-intent leads

Channel

Email + WhatsApp

Goal

Meeting booked

Campaign timeline updates customer records and sales follow-up queues automatically.

AI Assistant Layer

Context-aware suggestions inside workflows, so teams move faster without losing quality.

Assisted actions

Prompt context

"Lead requested brochure + pricing. Draft a concise follow-up and schedule reminder in 24h."

AI draft prepared and saved to timeline
Intent tagged: Budget review stage
Task created for account owner

Sales Command Board

Track deal stages, responsibilities, and conversion blockers in a single lane view.

Stage alerts

Open Opportunities

  • Initial conversation
  • Proposal shared
  • Final decision pending

Action Queue

  • Review pending tasks
  • Send quote revision
  • Schedule outcome call

Automation Builder

Trigger-based workflows keep marketing, sales, and operations aligned automatically.

Workflow live
Trigger: New lead Tag by source Assign owner Send reminder
Flows are configurable per pipeline, region, and service type.

Finance Tracker

Tie invoicing and collection reminders to customer stages for cleaner cashflow operations.

Collection sync

Invoice Status

Scheduled, Sent, Received

Reminders

Auto-notify owners and clients

LMS & Community

Deliver programs and track learner progress with engagement journeys connected to CRM.

Learner active

Course Flow

Enrollment → Content access → Progress checkpoints → Completion tags

Community

Manage groups, announcements, and feedback loops under one profile timeline.

Built for Different Business Models

Agenix Ai adapts to your operating style. Choose your industry to view tailored workflow examples in the next section.

How Agenix Ai Helps Your Business

Select your operating context to preview a practical flow. We recommend only relevant modules based on your process complexity and team needs.

SMB Workflow

  1. 1. Capture enquiries from forms and messaging channels into one inbox.
  2. 2. Auto-assign lead ownership and next follow-up based on service type.
  3. 3. Track conversation stages in CRM with reminders and status updates.
  4. 4. Connect invoicing milestones and post-sale retention touchpoints.

Suggested stack

Build + CRM
Automation basics
Finance reminders

Agency Workflow

  1. 1. Capture inbound prospects by service line and urgency.
  2. 2. Move approved leads into proposal and scope-ready stages.
  3. 3. Trigger onboarding tasks for delivery teams once deal status changes.
  4. 4. Track client communication, billing updates, and account milestones.

Suggested stack

Marketing + CRM
Automation handoffs
Operations dashboard

Real Estate Workflow

  1. 1. Collect property enquiries with source and location context.
  2. 2. Schedule and track site visits with owner accountability.
  3. 3. Automate follow-ups after visits and milestone conversations.
  4. 4. Keep offer, negotiation, and closure records structured.

Suggested stack

CRM pipeline focus
Automation reminders
Visit reporting panel

Coach & Consultant Workflow

  1. 1. Capture discovery calls and qualification preferences.
  2. 2. Automate reminders for sessions, documents, and proposals.
  3. 3. Manage paid client journeys with consistent checkpoints.
  4. 4. Keep communication and engagement records in one place.

Suggested stack

CRM + scheduling flow
AI draft support
Client journey automations

Education Workflow

  1. 1. Capture admissions enquiries with program-level details.
  2. 2. Route leads to counsellors with consistent follow-up steps.
  3. 3. Track learner onboarding, content access, and progress.
  4. 4. Automate communication for reminders and completion milestones.

Suggested stack

Admissions CRM
LMS enablement
Automation nudges

Service Business Workflow

  1. 1. Capture inbound demand by service category and urgency.
  2. 2. Send structured quotations with task assignments.
  3. 3. Track delivery milestones and client updates in timeline.
  4. 4. Link invoicing reminders and retention follow-up cycles.

Suggested stack

Build + CRM + Ops
Handoff workflows
Payment milestone alerts

Operations Management Workflow

  1. 1. Define standardized process stages for each team function.
  2. 2. Automate dependency checks and ownership transitions.
  3. 3. Monitor bottlenecks through shared operational dashboards.
  4. 4. Refine workflows with AI-assisted summaries and recommendations.

Suggested stack

Cross-team pipelines
Rule-based automation
Performance review views
See How Agenix Ai Works For Your Business

How Agenix Ai Works

A practical four-step rollout that fits active businesses—without forcing a sudden all-tool migration.

Step 01

Connect Channels

Bring enquiry sources and communication channels into one capture layer.

Step 02

Structure CRM

Define pipeline stages, ownership rules, and lead qualification logic.

Step 03

Automate Workflows

Trigger tasks, reminders, and AI actions based on lifecycle events.

Step 04

Optimize & Grow

Use shared visibility to improve team rhythm and business outcomes over time.

Journey Flow

Attract Capture Manage Automate Convert Grow

Business Impact You Can Operationalize

Agenix Ai is built to improve process clarity and execution consistency—not promise guaranteed outcomes.

Faster Team Response Cycles

Shared alerts and clear ownership reduce delay between enquiry and next action.

Cleaner Handoffs

Stage-based transitions ensure every lead or customer record moves with context.

Better Operational Visibility

Management can review progress, blockers, and pipeline health without manual aggregation.

Reduced Tool Switching

Teams spend less time moving between disconnected software and more time on execution.

Consistent Follow-up Rhythm

Automated reminders and workflows help maintain quality during busy periods.

Improved Planning Confidence

Clean process data supports clearer forecasting and iterative improvement.

From Multi-Tool Complexity to One Platform Flow

Before: Fragmented Stack

Form tool
Spreadsheet tracker
Chat follow-up notes
Campaign platform
Separate billing reminders

After: Agenix Ai Unified Layer

One login. One customer timeline. One shared process language.

Capture + CRM + Sales flow
Automation + AI actions
Operations + finance checkpoints
Unified reporting and visibility

Let AI Handle the Repetitive Work.

Build workflows that keep your team focused on decisions and relationship quality while routine tasks are handled in the background.

Trigger: New Lead AI Tags Intent Assign Owner Draft Reply Schedule Follow-up Log Summary

Lane 1 — Intake

Capture source, classify urgency, and enrich lead profile.

Lane 2 — Action

Route tasks, draft communication, and notify owners.

Lane 3 — Record

Update CRM timeline and queue follow-up checkpoints.

Practical Outcomes Teams Value

Unified Customer Timeline

Every touchpoint is visible across teams.

Predictable Follow-up Rhythm

Automated reminders reduce missed actions.

Sharper Attribution Clarity

Campaign and sales interactions remain linked.

Cleaner Team Accountability

Ownership is visible at each stage.

Faster New-Team Onboarding

Standardized workflows shorten ramp-up time.

More Confident Planning

Leaders can act on cleaner process data.

About Agenix Ai

Built for businesses that need operational consistency, process visibility, and better alignment between growth and execution.

Mission

To help businesses run everyday operations through one connected platform that is clear, adaptable, and execution-focused.

Vision

To become the operational backbone for modern SMB and mid-sized teams by replacing tool sprawl with process clarity.

Why We Exist

Because businesses should not have to choose between growth speed and operational control. Agenix Ai is built to support both.

Transparent Plans for Growing Businesses

Choose a plan based on team size and workflow complexity. Demo pricing below is shared for transparency and planning discussions.

Starter

For early-stage teams setting up their first unified workflow.

₹1,999 /month

Billed monthly

  • Up to 3 team users
  • Up to 2,500 contacts
  • 150 automation runs / month
  • 2 active pipelines
Book Demo
Recommended

Professional

For teams running active multi-channel sales and marketing workflows.

₹4,999 /month

Most selected for growth teams

  • Up to 10 team users
  • Up to 15,000 contacts
  • 1,000 automation runs / month
  • 8 active pipelines
Book Demo

Business

For established teams needing advanced operations and reporting depth.

₹9,999 /month

Billed monthly

  • Up to 25 team users
  • Up to 50,000 contacts
  • 4,000 automation runs / month
  • 20 active pipelines
Book Demo

Premium

For large or multi-unit teams requiring extensive automation and governance.

₹17,999 /month

Billed monthly

  • Up to 50 team users
  • Up to 150,000 contacts
  • 12,000 automation runs / month
  • Unlimited active pipelines
Book Demo

Pricing shown is for demonstration and planning transparency. Final implementation scope, onboarding approach, and support model are aligned during your demo conversation.

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Frequently Asked Questions

Yes. The platform is modular, so workflows can be configured for SMBs, agencies, real-estate teams, consultants, education businesses, and service operations.
No. Most teams begin with core modules like lead capture and CRM, then expand into automation, marketing, and operations in phases.
Yes. Access controls can be set by team function and responsibility to support cleaner accountability and data visibility.
Plans include core capabilities with limits by tier. During your demo, we help map your required modules and usage profile for a precise plan fit.
Yes. Onboarding includes workflow mapping guidance so teams can adopt the platform with structure rather than trial-and-error setup.
Absolutely. Plans are designed to scale with your team, contact volume, and workflow complexity.
Use the contact form on this page. Share your team context, and we’ll arrange a walkthrough aligned to your business model.
You can access Privacy Policy, Terms and Conditions, and Refund/Cancellation pages from the footer links.

Bring Your Teams, Pipelines, and Automation Into One Operating System.

See a practical walkthrough tailored to your workflow complexity, team structure, and operational goals.

Book a Free Demo Get Started Login

We’ll map your existing process and suggest an implementation path without overbuying modules.

Request a Demo

Tell us how your business currently operates and where workflows break. We’ll tailor the demo around your actual process.

Contact Details

Email

support@agenix.in

Phone

+91 9870353556

Address

Pitampura, Delhi, India

Website

https://agenix.in