Is there a free trial?

Yes. We offer a 14-day free trial to let you experience the CRM before committing.

Client Relations

Simplified.

See how working with Apex could close more leads for less of your time

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CRM system diagram highlighting key components: Analysis, Orders, Marketing, Support, Sales, and Service, emphasizing lead management and automation for business efficiency.

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Client Relations, Simplified.

Q: How do I get started?

Book a free strategy call. We’ll audit your current marketing, recommend the right tools, and map your automation game plan.

Q: What do you include with the CRM setup?

Custom workflows for your process, follow-up automations, calendar booking, payments, and integrations for SMS, email, WhatsApp, Messenger, and more.

Q: Are there any prerequisites?

No prerequisites. For paid advertising, we recommend pairing the CRM with a SMART Site for best conversion.

See how working with Apex could close more leads for less of your time

Get Started

Leads are great...

**But what happens after they come in?**

You don’t just need more traffic—you need better follow-up.

Most businesses drop the ball after the first click. Our CRM captures, tracks, and nurtures every lead—automatically. Email, SMS, calls, and DMs… all in one place.

Our all-in-one CRM replaces the mess of 50+ subscriptions & tools you're probably paying for—streamlining lead capture, automation, texting, email, pipeline tracking, and more. One login. Total control.

Core CRM features diagram highlighting marketing automation, contact management, sales management, mobile accessibility, pipeline management, reporting, high customization, and third-party integration.

Everything You Need to Manage, Nurture, and Close Leads—All In One Place

Our CRM centralizes your entire sales pipeline. You get built-in email, SMS, iMessage (optional), phone, call tracking, calendars, automations, forms, and funnels—all under one roof.

Get Started For Free

Everything You Need to Manage, Nurture, and Close Leads—All In One Place

Our CRM centralizes your entire sales pipeline. You get built-in email, SMS, iMessage (optional), phone, call tracking, calendars, automations, forms, and funnels—all under one roof.

Get Started For Free

FAQs - CRM

Find answers to commonly asked questions about our software

What do you include with the CRM setup?

Your CRM includes everything you need to run your business online; custom workflows for your process, follow-up automations, calendar booking, payment processor, integrations with SMS, email, WhatsApp, Messenger, etc.

Are there any prerequisites?

No, there are no prerequisites for any of our services. We do however highly recommend utilizing our CRM & Smart Website if you plan on doing paid advertising.