SAMPLE TESTIMONIAL
“
Cortexa brought our customer inquiries, appointments, and follow-up into one clear process. Our team can see what needs attention without moving between disconnected systems.
Clinic Operations ManagerClinic & Medical Workspace
Agentic CRM for businesses tired of complicated, overpriced CRM software.
All-in-One Business Operating System
Agentic CRM built to
automate and scale
your business workflow.
AI organizes. AI qualifies. You follow up. You close.
Your AI Agent finds, captures, and qualifies leads automatically
Manage customer conversations across connected channels
AI-Assisted Follow-Up Workflows
Pipeline Intelligence, revenue forecasting, one connected dashboard.
CORTEXA WORKSPACES
Specialized Workspaces. One Connected Intelligent CRM.
Cortexa includes dedicated workspaces for different industries and business operations. Each workspace brings the appropriate tools, terminology, customer journey, and workflows into one connected intelligent CRM.
Don’t see your industry? Our development team can tailor a workspace to your business.
EVERY WORKSPACE INCLUDES
AI Conversations
Leads
Clients or Patients
Pipeline
Calendar
Automations
Analytics
Integrations
Find the workspace designed for how your business operates.
Business Suite
Sales
Insurance
Financial Services
E-Commerce
Customer Service
Real Estate
Team Workspace
Lead Generator
Aesthetic & Wellness
Clinic & Medical
Clinic & Medical
Manage patient inquiries, consultations, appointments, clinical activity, care plans, follow-up, and clinic operations from one connected workspace.
Need something different? Tell our development team what you need—we’ll configure the workspace, workflows, and integrations around your business.
Request Your WorkspaceGUIDED CORTEXA SETUP
Get your workspace
configured, connected,
and ready to work.
Cortexa guides you through the essential setup steps inside your account, so your AI agent, customer entry points, CRM, pipeline, appointments, and team handoff work together correctly.
1
Configure Your Business
Add your business details, services, hours, team, and conversion goals.
2
Connect Customer Entry Points
Connect your website, business phone, WhatsApp, forms, and marketing pages.
3
Train Your AI Agent
Define how it responds, qualifies, schedules, and transfers conversations.
4
Test and Launch
Verify lead capture, source tracking, CRM records, pipeline routing, appointments, and conversions.
Put Your AI Agent to Work
Connect your tools, train your agent, and start turning customer conversations into revenue.
EN A
2 of 4 steps complete50% complete
1
Connect Your AI Agent Number
ConnectedUse an existing business number or activate a new one for customer calls and messages.
2
Train Your AI Agent
In ProgressContinue TrainingTeach your agent about your business, services, tone, qualification rules, and when to transfer to a human.
3
Configure Appointments & Lead Flow
Not ConfiguredConfigureSet availability, lead routing, follow-up, and pipeline behavior.
4
Test & Launch
Ready to TestTest My AI AgentRun a real conversation, confirm the lead flow, and activate your AI agent.
Setup & Website Assistance
Request AssistanceRequest help with AI agent setup, website connections, phone, WhatsApp, tracking, or customer entry points.
Need help getting connected?
Submit an assistance request directly from Setup. Our team can review your configuration and help connect your AI agent, website, phone, WhatsApp, CRM, appointments, checkout, tracking, and human handoff.
Custom setup and website implementation are optional paid services quoted separately based on your requirements.You have the right workspace.
Now let’s make it work for your business.
A workspace is the part of Cortexa built around the way a specific type of business operates. It brings the customer records, workflows, pipeline, appointments, automation, and AI-agent tools that business needs into one connected place.
“Choose the workspace that fits your business. Then make it yours.”
Once selected, the guided setup helps you define your services, hours, team responsibilities, customer entry points, qualification rules, conversion goals, appointments, follow-up, and human handoff.
Your website, business phone, forms, advertising traffic, and WhatsApp can connect to the same managed process so the AI agent, CRM, pipeline, checkout, appointments, and team work together from the first conversation to the next appropriate action.
You can complete the setup yourself. If your website needs to be updated, built, or connected to your workspace, our Web Solutions team can review what you have and provide a separate implementation quote.
CORTEXA TEAM WORKSPACE
Keep your team aligned,
accountable, and working
from the same information.
The Team Workspace gives everyone a clear place to manage assignments, customer follow-ups, internal communication, priorities, and handoffs—without losing context between departments.
Clear ownership
Assign work, define responsibility, and know who is handling every customer or task.
Shared customer context
Keep notes, conversations, activity, status, and next steps visible to the people who need them.
Stronger execution
Coordinate follow-ups, approvals, deadlines, and human handoffs from one organized workspace.
CORTEXATeam WorkspaceCoordinate priorities, assignments, and customer follow-ups.
⌕ Search customers, tasks, or team members...
Assigned to Me8
Due Today5
Waiting on Team3
Team PrioritiesView All →
□ TaskCustomerOwnerDue DateStatus
□ Follow up with Acme consultationAcme Co.SSophiaApr 24, 2024Due Today
□ Approve website implementation quoteBrightHome PropertiesMMarcusApr 25, 2024Review
□ Prepare onboarding for Rivera ClinicRivera ClinicEElenaApr 26, 2024In Progress
□ Resolve checkout assistance requestMaple & MainDDanielApr 24, 2024High Priority
Team ActivityView All →
SSophia reassigned a follow-upAcme Co.
MMarcus approved the proposalBrightHome Properties
EElena added an internal noteRivera Clinic
DDaniel completed the handoffMaple & Main
Customer HandoffsView All →
Acme Co.SalesCustomer ServiceCompletedApr 22, 2024
Rivera ClinicOperationsClient SuccessIn ProgressApr 24, 2024
Maple & MainCustomer ServiceOperationsPendingApr 25, 2024
One team. One shared customer record.
Built for the people behind
every customer experience.
every customer experience.
♛Owners
♚Managers
▥Sales
◉Customer Service
⚙Operations
Everyone works from the same current information.
CORTEXA WEB SOLUTIONS
Connect your website to
the way your business works.
Your website should do more than display information. Cortexa Web Solutions can connect it directly to your AI agent, CRM, pipeline, appointments, checkout, tracking, support, and team—so every customer reaches the right next step.
Lead with your AI agent
Give customers immediate assistance, capture their information, understand what they need, and guide them toward the correct action.
Build around your conversion goals
Create clear paths for purchases, appointments, quotes, viewings, demos, support requests, and human handoffs.
Connect every customer entry point
Bring website forms, advertising traffic, business phone, and WhatsApp into the same managed Cortexa process.
A
NorthstarBUSINESS SERVICES
ServicesAboutResourcesContact
SMARTER SOLUTIONS. BRIGHTER GROWTH.
How can we help your business today?
Get expert guidance, fast answers, and the right next step — powered by AI and a team that cares.
People.
Process.
Progress.
Process.
Progress.
Expert GuidanceReal answers. Real progress.
Simpler OperationsFrom first contact to lasting customers.
A More Productive TeamTechnology that works for you.
MULTIPLE WAYS FOR CUSTOMERS TO REACH YOU
Website Forms
Phone
Advertising
WhatsApp
Website + Cortexa AI Agent + CRM
ANorthstar☰
SMARTER SOLUTIONS. BRIGHTER GROWTH.How can we help your business today?
Get expert guidance, fast answers, and the right next step — powered by AI and a team that cares.
People.
Process.
Progress.
Process.
Progress.
Cortexa AI Agent••• −
Welcome. Tell me what you need help with, and I’ll guide you to the right next step.
Explore Services
Book an Appointment
Request a Quote
Get Support
Contact captured · Source recorded · CRM updated
Type your message...
Already have a website? We can improve it, connect it, and make it work with your selected Cortexa workspace.
Explore Web SolutionsCustom website and implementation services are quoted separately.
Powerful Integrations
Works with tools you already use
Bring your leads, messages, calendars, tasks, files, and workflows into Cortexa and keep your work connected in one place.
Sync in minutes
Manage workflows
Save time every day
Keep your team aligned
TURN DATA INTO GROWTH
Turn Your Revenue Data Into Action.
Bring your pipeline, customers, tasks, appointments and performance data together so your team can see what matters and act faster.
Get Started!CUSTOMER EXPERIENCES
Put Cortexa to Work Across Your Business.
Choose the right workspace, configure your AI agent, connect your customer entry points, and give your team one intelligent system for managing what happens next.
SAMPLE TESTIMONIAL
“
The AI agent gives customers an immediate response and captures the information our team needs before a person steps in. That has made every conversation more organized.
Sales DirectorSales Workspace
SAMPLE TESTIMONIAL
“
We finally have a workspace that reflects how our business actually operates. The guided setup made it clear what to connect and how every customer should move forward.
Business OwnerBusiness Suite
FREQUENTLY ASKED QUESTIONS
Frequently Asked Questions
Straight answers about the AI agent, workspaces, setup, connections, your team, and getting started.
Cortexa is an intelligent CRM and business operating system. Its AI agent can respond to customer inquiries, capture contact information, qualify interest, schedule appointments, support follow-up, and move each conversation into the correct CRM and pipeline process based on the rules you configure.
Choose the workspace that most closely matches how your business operates. Each workspace includes the appropriate terminology, customer records, workflows, pipelines, and operating tools for that type of business. One workspace is included with your account. Additional workspaces may be added separately if your business requires them.
After selecting your workspace, Cortexa guides you through the essential setup inside your account. You will enter your business information, services or products, hours, team responsibilities, customer entry points, qualification rules, conversion goals, appointment settings, follow-up requirements, and human-handoff instructions. You can save your progress and return to complete the setup at any time.
Yes. Cortexa can connect supported customer entry points to your AI agent and CRM workflow. This can include your website, business phone, WhatsApp, forms, landing pages, and advertising-traffic pages. The objective is to capture the contact, record the source, create the correct CRM record, select the appropriate pipeline, and move the customer toward a conversion or human handoff.
Cortexa Web Solutions are optional professional services for businesses that need help updating, improving, building, or connecting their website to Cortexa. Our team can review your current website, recommend the necessary changes, and help connect customer entry points to your AI agent, CRM, campaign tracking, pipeline, appointments, checkout, quotes, demos, support, and human handoff. Web Solutions and custom implementation are quoted separately according to your requirements.
Yes. The Team Workspace gives authorized team members a shared place to manage assignments, priorities, internal notes, customer follow-ups, deadlines, and department handoffs. Everyone works from the same current customer information while permissions determine what each person can access or change.
The AI agent handles the customer interactions and routine work you authorize it to manage. It can answer common questions, capture information, qualify interest, schedule appointments, and support follow-up. When a conversation requires judgment, approval, specialized assistance, or personal attention, Cortexa can transfer it to the appropriate team member according to your configured rules.
Cortexa supports a growing directory of applications and connection methods, including direct integrations, APIs, webhooks, Zapier, and other supported automation tools. Available functionality depends on the application and your Cortexa plan. Visit Apps & Integrations inside your account to review the available connections.
A non-refundable activation fee is required to activate your account and begin the 14-day trial. The applicable activation fee, trial period, first recurring billing date, and monthly subscription price are displayed before you complete checkout. If you cancel before the first recurring billing date, the monthly subscription will not be charged. The activation fee remains non-refundable.
The guided setup is available inside your account, and you may submit an assistance request whenever you need help. Our team can review your configuration, identify missing information, and respond through your account. Custom configuration, website work, and technical implementation are optional paid services and will be quoted separately before any paid work begins.
Still have a question about your business?
Contact CortexaOur team can help you understand the platform before you get started.
Connect Your Entire Workflow
Leads. Opportunities. Deals. All in your Agentic CRM
Get Started!Product demo — the names, numbers, and activity shown are sample data for illustration only, not real customer results.