K3X is an AI-native CRM that starts with your next customers already in it. You describe outcomes in plain English; agents do the work; you see every action in the timeline.
The core CRM
Companies and People. Unlimited records with custom fields (text, URL, date, single and multi select), files, notes and a full activity timeline of emails, calls, texts and meetings.
Pipelines. Unlimited pipelines as kanban boards. Stages are yours to define, marked active, won or lost. A company can hold several deals.
Smartviews. Save any filter set as a view and switch between views like tabs.
Imports and exports. Upload a CSV from the + button and map columns.
The Database
200M+ companies and people built in. Describe your ideal customer, filter by industry, headcount, location, funding and role, then Reveal verified emails (each with its last-verified date) and direct phone numbers. Reveals spend credits and are deduplicated against records you already own. Saved Database searches keep refreshing as new matching records arrive.
Agents
Create an agent by describing it or picking a template: Company Qualification, Instant Response, Follow-Up Automation, Pipeline Movement, Inbox Triage, Call Debrief, Multi-Channel Nurture, Company Enrichment and more. Agents run on triggers such as New Company, Deal Updated or a webhook, and each agent has its own webhook URL so Zapier, Make or n8n can start a run. Every step is logged.
Claude and ChatGPT
Connect K3X from Settings → Authorized Apps and ask in plain English: "Find Series A fintech companies in New York with 50 to 200 employees", "Move the Acme deal to Trial Started", "Create an agent that follows up with every new company after 2 days of silence".
Command Center and the Action Bar
The Command Center bar at the bottom of the screen takes questions and commands. Select records in a grid and the Action Bar lets you Assign, Merge, run Commands or Agents, Email, Call, SMS or Archive in one click.
Built-in channels
Email through your own Gmail or Microsoft 365 mailbox, with templates, snippets and scheduling.
SMS from K3X phone numbers with A2P 10DLC registration handled in Settings.
Calling with the rebuilt dialer: one-click calls from a record or a selection, a live-call banner, and automatic logging with duration, outcome and notes. Recording and transcription are available.
Integrations
Per-agent webhooks, a REST API, and the Claude and ChatGPT connections. More direct integrations are rolling out.
Pricing
One Adaptive plan: $399 per month, 400,000 credits, unlimited seats, 7-day free trial. Credits are one pool for AI actions, calling, texting and data reveals. Top-ups are $99 per 100,000 credits and never expire while your plan is active.
Related
Welcome to K3X 2.0
A tour of the K3X app
Your 7-day free trial and the Adaptive plan
Is K3X right for my industry?
