Every lead, every conversation, every deal — in one pipeline.
ERIX-CRM is the lead-management heart of the ECODrIx platform. It replaces scattered spreadsheets, multiple inboxes, and disconnected pipeline trackers with a single source of truth. Every lead carries a complete activity timeline (calls, WhatsApp threads, emails, meetings, automation runs) and an AI-driven engagement score that updates in real time. Drag-and-drop kanban stages, custom fields, segmentation, bulk actions, CSV imports, and project + invoice modules ship out of the box. Multi-tenant by design with strict row-level isolation.
https://api.ecodrix.com/api/saas/leadsKanban pipeline with custom stages and drag-and-drop movement
AI lead scoring based on enrichment + engagement signals
Unified activity timeline (chat, email, calls, automations)
Custom fields, tags, and saved-segment filters
Bulk CSV import, bulk tag/delete, lead deduplication
Project workspaces with milestones, tasks, and team assignments
Client portal with secure messaging and file uploads
Invoice generation and payment-link integration
ERIX-CRM is the lead-management heart of the ECODrIx platform. It replaces scattered spreadsheets, multiple inboxes, and disconnected pipeline trackers with a single source of truth. Every lead carries a complete activity timeline (calls, WhatsApp threads, emails, meetings, automation runs) and an AI-driven engagement score that updates in real time. Drag-and-drop kanban stages, custom fields, segmentation, bulk actions, CSV imports, and project + invoice modules ship out of the box. Multi-tenant by design with strict row-level isolation.
ERIX-CRM ships with: Kanban pipeline with custom stages and drag-and-drop movement; AI lead scoring based on enrichment + engagement signals; Unified activity timeline (chat, email, calls, automations); Custom fields, tags, and saved-segment filters; Bulk CSV import, bulk tag/delete, lead deduplication; and more. Every feature is exposed through the public ECODrIx API at api.ecodrix.com.
ERIX-CRM is one of 9 modules inside the ECODrIx platform. Data flows seamlessly between modules — leads in ERIX-CRM trigger ERIX-FLOW workflows, ERIX-LAIE feeds enriched leads back into the CRM, and every module emits real-time events over Socket.IO.
Yes. ERIX-CRM exposes its endpoints at https://api.ecodrix.com/api/saas/leads. Authentication uses tenant API keys (x-api-key + x-client-code) for SaaS-console traffic, or scoped tokens for LAIE and admin surfaces. Full reference is available in the API documentation.