Why ContX

Records don’t win deals. Context does.

CRMs store records, not context. Records tell you what happened. Context makes revenue happen.

Context keeps every draft on brand, carries each lead’s story into sales, and ties every deal back to the work that earned it. Bolting AI onto records gets you faster data entry. Building on context gets you a revenue engine.

A RECORDS CRMContact record
NameMaria Gomez
StageLead
SourceInstagram
OwnerDana Lee
Last activityOpened email · Oct 3
Notes·
Knows what happened. Waits for someone to decide what’s next.
CONTX · BUSINESS CONTEXTSample
Came fromOpen house reel · +41% saves
PersonaFirst‑time family buyer
Looking forWestside 3‑bed under $600K
Asked aboutSchool districts (thread summary)
Brand voiceWarm, local · kit v4
Next best action · send Maria the Maple Street open‑house invite and the school‑district guide today. Draft ready for Dana’s approval.
Knows what to do next, and drafts it.
01 · For CMOs, CROs and CEOs

Maximize revenue with AI that knows the customer.

When marketing, sales and success share one context, AI can see which content creates pipeline, who is ready to buy and which accounts are slipping, and act on it before a quarter is lost.

Content‑to‑revenue attribution. Every lead and deal carries the post and campaign that produced it.
Next best actions. ContX AI suggests and drafts the next move for every open deal.
Health before renewals. Risk shows up from every touchpoint, weeks before the renewal call.
One context, every team. Marketing, sales and success stop arguing about whose numbers are right.
Pipeline by content source · Q4Sample data
Webinars$112K
Case studies$86K
LinkedIn posts$64K
Blog and SEO$41K
ContX AI · next best actionsToday
Fernway Foods · send the security overview from the demo callDraft ready
Orbit Labs · health dipped after two missed approvalsAt risk
Nimbus Bank · invite to the Q4 webinar that sourced 3 similar dealsDraft ready
Your first two weeks on ContXExample
Day 1
Your business context, generatedPaste your website. ContX AI builds your business context in minutes: brand kit, voice, audience, offers and goals.
Day 1
First campaign draftedPosts, emails and a landing page, mapped to the right channels.
Day 2
Lead capture liveForms and replies flow straight into your CRM, scored and routed.
Week 1
Publishing on scheduleApprove once; ContX publishes and reports what performed.
Week 2
First deal with a sourceSee exactly which post started it.
02 · For startups and small businesses

Hit the revenue engine from day one.

No six‑tool stack to assemble, no admin to hire. Paste your website, and ContX generates your business context, drafts your first campaigns and starts capturing leads into a real CRM.

$199a month for the platform, up to 5 users with ContX CRM included; add AI visibility as you grow
1 platformcontent, publishing, leads, CRM and billing
See the Starter plan
03 · For channel partners (MSPs)

Do more with less.

One platform replaces the stack you rebuild for every customer, and ContX AI takes the busywork. The same team serves more customers.

TODAY, FOR EVERY CUSTOMER
CRM Team chat Customer chat AI writer AI video Scheduler Customer portal CS analytics
Ten logins, ten invoices, and people copying data between them.
WITH CONTX
One workspace per customer
CRM, chat, AI content and video, publishing and portals in one
Each customer’s brand kit drives every draft
ContX AI maps, drafts, publishes and reports
Priced per customer, with CRM seats you can resell
$70,572saved a year
108team hours freed a month
+2.6more customers, same team
Example from the channel partner calculator: 15 people running 12 customers at a $4,500 retainer, putting half of the freed time toward new customers.See what you’re leaving on the table
How we compare

Others do a piece. ContX does the journey.

Brand, context, content, marketing, AI visibility and pipeline, in one platform. Teams usually compare ContX with four to six platforms and tools, each strong at what it was built for.

HubSpot
Built around
Records, not context, plus marketing and CRM.
Where ContX goes further
One shared context from brand to pipeline, with AI visibility built into the same loop, and delivery built to run many customers.
HighLevel
Built around
Records, not context, plus an agency platform and automation.
Where ContX goes further
AI grounded in each customer’s brand context, plus AI visibility and content‑to‑revenue attribution on the same platform.
Attio
Built around
Records, not context, in an AI‑native CRM with flexible workflows.
Where ContX goes further
Marketing‑led: ContX creates, publishes and attributes content, and runs customer delivery on the same context.
Profound
Built around
AI visibility and content optimization.
Where ContX goes further
Visibility connected to content, leads and pipeline: the revenue trail, not only a dashboard.
Salesforce
Built around
Records, not context, plus a cloud for every problem you’ve had since 2005 and an integrator for every cloud.
Where ContX goes further
One business context, built in from day one. Nothing to bolt on, no integrator on speed dial.
Legacy CRM
Built around
Records, not context, six months for every upgrade and roll‑out, and a binder labelled “Customizations”.
Where ContX goes further
We helped build CRM’s first era, so we know exactly what it can’t do. ContX is the next one: context first, AI at every step, live on day one.
ContX connects brand, content, marketing and sales through one shared business context.
See ContX vs HubSpot in detail

Based on each company’s public product materials as of October 2026. Product names are trademarks of their owners.

Switching

Moving over is the easy part.

We do the setup with you, customer by customer, so nothing stops while you switch.

01
Import

Contacts, companies, deals and pipelines come over from your current CRM.

02
Build brand kits

ContX AI builds each customer’s brand kit from their website and past posts.

03
Connect channels

Link the social, email and web channels you publish to.

04
Invite people

Bring in your team, then your customers through their branded portal.

Where AI visibility addsLive: five AI engines

AI visibility multiplies the return.

See who AI recommends instead of you. Then fix it, and trace every lead it sends to revenue.

With brand, content and pipeline on one context, ContX does what a visibility tracker can’t: checks how five AI engines answer your buyers, closes the gaps with on‑brand content, and traces the leads they send into revenue.

How AI visibility works
AssessHow often five AI engines name you, and who they name instead.
Produce and fixGaps become on‑brand content and site fixes, from the same context.
ProveLeads from AI answers land in the same pipeline, with their source.
ONE MONTH OF AI VISIBILITY · IT PLAYS ON ITS OWN
CONTX · AI VISIBILITY, ONE MONTH
0:00 / 0:28
STEP 1 OF 5
The buyer asks AI first
Before they visit a website, buyers ask an AI assistant for a shortlist. If you are not on it, the deal never starts.
Claude
▍
Sample data. Brand names and figures are illustrative.

Bring your current stack. Leave with a number.

We’ll map your tools to ContX on the call and show what changes for your team.

Book a demo