A CRM that carries the deal all the way to recognized revenue
Most CRMs lose interest at 'Closed Won.' Avoryx's keeps going. A lead becomes a deal, a quote, a signed contract; winning it creates the client and kicks off onboarding. After that, a lifecycle timeline ties the deals, quotes, contracts, licenses, subscriptions and invoices together so you can see the whole relationship in one place.
Winning a deal creates the customer — and the whole record follows.
In Avoryx, moving a deal to Won doesn't just change a status. It auto-creates the client record, fires the deal.won webhook, kicks off an onboarding plan, and links the account so a single lifecycle timeline walks leads → deals → quotes → contracts → licenses → subscriptions → invoices, with realized-revenue rolled up. One record, front of funnel to recognized revenue.
- Won → auto-creates a tenant client and links it back to the deal
- Generate a numbered quote from deal line items; send a contract for e-sign to the primary contact
- Unified client lifecycle timeline with a realized-revenue rollup
- Post-close onboarding plan seeded automatically (kickoff → provisioning → go-live)
Built with precision — every part of it.
Not a thin feature bolted onto a suite. Here's the real surface area, grouped.
Pipeline & deals
- Kanban pipeline with per-stage totals, win rate and weighted forecast (value × stage probability)
- Configurable stages (add / rename / reorder / delete) with a delete-guard and probabilities
- Line items with qty / unit price / discount that auto-recompute the deal amount
Quote → sign → client
- Generate a numbered quote from line items; refresh the draft in place
- Send a contract for e-signature from a template to the deal's primary contact (DocuSign or in-house rail)
- Won auto-creates the client, starts onboarding, and fires deal.won / deal.lost webhooks
Outreach & automation
- Email sequences / cadences with per-step delays; branded tenant sends with open & click tracking
- Territory-aware, load-balanced round-robin assignment (fewest open leads, not naive rotation)
- Stalled-deal escalation (no activity 7+ days), signed & SSRF-hardened outbound webhooks
AI co-pilot (proposes, human disposes)
- AI lead scoring (0–100) with fit + intent reasons and a next action; deal-health verdicts
- Natural-language capture and mutating commands ('move Acme to Negotiation') with a confirm card
- Per-deal Auto-Pilot that DRAFTS the next outreach and queues it — it never sends without approval
Everything HubSpot does — plus what only one platform can.
Avoryx is licensed at the platform level — every module is included in one seat, not billed per module. See pricing. Competitor capabilities vary by plan; verified June 2026. Avoryx's Merchant-of-Record and payouts are on the roadmap; SOC 2 Type II is in progress, not certified.
Why one platform wins here.
One account, end to end
Lead → deal → quote → e-signed contract → invoice → recognized revenue, all on the same customer record — no CSV bridge between marketing, sales, support and finance.
No per-contact surprise bills
Flat per-seat pricing with every module. It doesn't escalate by contact count, marketing tier, or a paywalled 'quotes' add-on.
AI that never sends behind your back
The per-deal auto-pilot drafts the next touch and queues it as a pending draft — a human approves to send. It won't stack unreviewed drafts and disables itself when the deal closes.
Common questions
Yes — it does leads, pipeline, quotes, sequences, AI lead scoring and forecasting, and uniquely carries a deal all the way to an e-signed contract, an auto-created client, an onboarding plan and recognized revenue on one record.
The rest of the platform
See it on your real numbers.
15 minutes, your stack, your per-seat math, the revenue back-office live.
