SuperX CRM

One record for every customer, employee, vendor and partner. SuperX agents keep the work moving across sales, clients, collections, people and vendors. Your team stays in charge.

Every relationship, one record Agents do the routine You approve what matters

Trusted by operators at fast-growing companies

  • Northwind Labs
  • Halcyon
  • Brightpath
  • Orbit & Co
  • Kestrel Health
  • Lumen Retail
  • Atlas Logistics
  • Verdant
  • Quantic
  • Solace Finance

One record for everyone you work with

A lead, a client, an employee, a candidate, a vendor, a partner. Each is one record in SuperX, and every department works it from its own side without copying anything anywhere.

Leads

Lumen Retail91
Atlas Logistics84
Northwind Labsquiet

Clients

2 projects on track✓
INV-1042 · 31 d open!
Health 78

Employees

RSRiya SenProbation
AgreementLeavePayslips

Candidates

Applied

Interview

Offer

Joined

Vendors

Quantic · 15 NovRenegotiate
Northwind Labs · 28 OctRenew
Kestrel Health · ₹2.4L2nd approval

Affiliates

Commission from cleared invoices

SuperX agents

Mira booked 7 follow-ups · one needs you

Your company, on one record.

Every department. Every relationship. One truth.

One record for everyone you work with

A lead, a client, an employee, a candidate, a vendor, a partner. Each is one record in SuperX, worked by every department from its own side.

  1. Leads come in: Every enquiry lands as a lead with a source, an owner and a next step.
  2. A lead becomes a client: The same record carries over. Projects, invoices and conversations attach to it.
  3. Employees are records too: Offer letter, agreement, attendance, probation and exit, on one record.
  4. Candidates feed the people record: Applications, interviews and offers, so day one starts with everything known.
  5. Vendors with approvals built in: Contracts, renewals and payment requests, each with an owner and a date.
  6. Affiliates paid from the ledger: Commission worked out from cleared invoices, never typed in.
  7. Agents work every record: Scoring, drafting, assembling, chasing, under their own names. You approve what matters.

A year on one record

Twelve months. One client. Nothing copied.

Watch a single client record collect a year of work from sales, delivery, finance, support, people and leadership, with the agent who did each piece standing next to it.

Lumen Retail

One record · twelve months · every department

Deals0
Projects0
Invoices paid0
People on it0
Health0
JanFebMarAprMayJunJulAugSepOctNovDec

Jan: Lead from the website, Source: website · owner Dev. Feb: Won · ₹6.1L, Proposal sent, follow-up booked. Mar: Project kick-off, Priya owns it · 2 projects live. Apr: INV-1019 paid, On time · ₹1.8L. Jun: Ticket #2041 resolved, Report access · 2 hours. Jul: Rohan joins as PM, Accounts and Slack on day one. Sep: INV-1042 chased, Promised Friday · logged. Oct: Health 78, Renewal likely · brief ready. Nov: Renewal 2027 in the pipeline, Score 91 · Dev on it.

Work with agents

Give the work to the crew.

Type a request. The right agents pick it up, do the routine parts across your records, and hand you the one decision that needs a person. Try one.

Ask SuperXAgents on

Pick a request below.

Or ask something else:

Mira, the outreach agent

Mira

Outreach Agent

Sol, the pipeline agent

Sol

Pipeline Agent

Leo, the records agent

Leo

Records Agent

Sage, the insights agent

Sage

Insights Agent

Rhea, the finance agent

Rhea

Finance Agent

The log fills as agents work

Custom agents

Any workflow. Your own agent.

Every company runs something its own way. Walk us through it once and we add an agent that runs those exact steps on your record, and brings a person in when something is off.

KF
Kaya FoodsD2C snacks · 40 people
MeeraOps lead

“

Kaya Foods took orders on WhatsApp, typed them into a sheet, checked payments in a bank app, emailed the warehouse and called customers for addresses. SuperX mapped those five steps into a custom Order desk agent with two steps that ask a person. On a real order the agent read the message, created the record, matched the payment, told the warehouse on Slack and asked Meera about a missing pin code, then collected it from the customer. The agent now sits beside the SuperX crew on Kaya's record.

  1. 1Walk us through itShow us how the work moves today, tools and all.
  2. 2We build the agentSteps, triggers and the moments a person must decide.
  3. 3It runs on your recordEvery action lands on the client, employee or vendor it belongs to.

One record, every department

Sales sees the pipeline. Finance sees the invoices. Delivery sees the projects. They are all looking at the same client record, so nobody asks for a status update and nobody copies anything between systems.

LRLumen RetailClient

SinceMar 2025 · Retainer · PM

Projects2 live, on track

Billing₹2.4L open, 31 days

TeamPNRLDMAK

Health78Sage, this morning

SalesLumen Retail

Renewal 2027₹6.1L91

Add-on: reporting₹1.2L64

Second brand₹3.0LNew

ProjectsLumen Retail

Autumn campaign

Website refresh

Q4 reporting

FinanceLumen Retail

INV-1042₹2.4L31 d open

INV-1031₹2.4LPaid

INV-1019₹1.8LPaid

PeopleLumen Retail

PNPriyaAccount owner

RLRohanProject manager

DMDevSales

SupportLumen Retail

#2041 Report accessResolved

#2048 Reporting cadenceOpen

LeadershipLumen Retail
Health78Margin41%OwnerPriya
1 record · 6 departments · 0 copies

Collections

Follow the money without chasing it.

Every open invoice comes in from Zoho Books. Rhea sets the risk, drafts the follow-up and logs the promise. Sage posts the report at 18:00. You decide when to stop work.

1

Risk lights up by itself

Days open, last payment and history set the colour. No one updates a spreadsheet.

2

Follow-ups drafted, sent and logged

On WhatsApp, email or a call. The reply and the promised date land back on the record.

3

The report posts itself at 18:00

One Slack message a day: who owes, who is at risk, what moved. Snapshots are kept, so history never changes.

People

People are records too.

The same care your customers get, for the people who serve them. One record from the offer letter to the exit interview, and the steps in between happen on time because an agent is watching the calendar.

Offer acceptedPre-joiner record created
Agreement e‑signedTerms per candidate
Day oneAccounts, Slack, buddy
30 and 60 day reviewsManager prompts, on time
ConfirmedProbation closed
Exit and handoverNothing left open

Offer letters and agreements, signed in minutes

Per-candidate terms painted onto the official template and e-signed through Leegality, so the preview, the stamp and the record always agree.

Attendance, leave and documents in one place

Check-ins, leave balances, payslips and personal documents live on the person, visible to them and to the people who need them.

Probation and exits with nothing forgotten

Review prompts go to the manager on the right day. When someone leaves, access, handover and the final declaration close in order.

Agents can work.

Humans stay in charge.

Approvals before money moves

Discounts, payments above a limit, STOP on a client, a change of terms: an agent prepares it, a person approves it.

Roles decide what people see

Salaries, documents and client finances are visible only to the roles that need them. Agents inherit the same limits.

Every change has a name and a time

Agents act under their own names. The record shows who changed what, whether it was Rhea or Karan.

One switch pauses work for a client

STOP tells the account owner and the team at once, and the daily report carries it until it is lifted.

Your data stays in your workspace

Records, files and conversations live in your tenant. Nothing is used to train anything.

Agents you can switch off

Agent access is set per person and per team, and can be off entirely. The records work exactly the same without them.

Works with what you use

Nothing to rip out.

SuperX sits on top of the tools your company already runs on. Records update in SuperX and the work happens wherever your team is.

SlackConversations stay where they are
Google WorkspaceAccounts, calendars and sign-in
Zoho BooksInvoices and payments sync in
WhatsAppFollow-ups where clients reply
LeegalityAgreements e‑signed and stamped

Questions

Before you ask.

It starts there and keeps going. Leads and deals live in a pipeline with scoring and follow-ups, and the same workspace holds clients, employees, candidates, vendors and affiliates as records. One login, one set of permissions, one place to look.

They read and update records the way a careful teammate would: score deals, draft follow-ups, assemble a client brief before a call, set up accounts for a joiner, raise a payment request for a renewal. Anything that touches money, people or contracts waits for a person to approve it.

Yes. Agent access is set per person and per team, and it can be off entirely. Everything an agent does is logged under its own name, so you can always see who did what.

Slack, Google Workspace, Zoho Books, WhatsApp and Leegality connect today. Records update in SuperX and the conversations, invoices and signatures stay in the tools your team already opens every morning.

Starter is free for teams up to 10 people. Growth is priced per person per month, with a discount for annual billing. The pricing section on the home page has the details.

Leads and clients import from a spreadsheet or your current CRM, people records come from your HR sheet, and invoices sync from Zoho Books. Most teams start with one department and bring the rest across over a few weeks.

Start with one department. Bring the rest when you are ready. The agents are already on it.