CRM Advanced · your whole sales process
Your entire sales process, in one platform
Contacts, pipelines, automations, reports and email marketing in a visual interface your team masters in minutes. No add-ons, no separate modules.
Pipelines & forecast
No-code automations
Real-time reports
Why CRM Advanced
Not a CRM that just stores data. One that acts.
Living data, connected processes and agents with real access to every module.
Modules
Your entire CRM, powered by AI
Every module is visual for your team and invocable by the agents.
Contact 360°
Every contact, one complete view
Activity timelineEvery email, form, appointment and message on a single timeline.
Engagement scoringAutomatic score per interaction to prioritize the hottest ones.
Properties & segmentsCustom fields and smart lists that update themselves.
360° profile with timeline and score
Sales kanban with forecast
Pipeline & Forecast
From lead to closed-won, with a forecast
Multi-pipeline with stagesSeveral funnels with per-stage probability and drag-and-drop.
Weighted forecastRevenue projection per month based on value and probability.
Stalled-deal alertsDetects leads with no activity (rotting) and warns you in time.
Automations
A visual builder, no code
Lead created, stage changed, form submitted, appointment booked and more.
Drag, connect and automate
19 triggers
Asignar usuario
Mover etapa
Email / WhatsApp
Crear tarea
Delay / espera
Webhook
Reports & Dashboards
Decide with real-time data
Report builder6 data sources, with metrics, dimensions and filters.
23 ready widgetsKPIs, funnels, breakdowns, comparisons and sparklines.
Custom dashboardsBuild your panel with drag-and-drop and share it with your team.
Visual dashboards and reports
Sequence with A/B and open-rate
Email Marketing & sequences
Campaigns and follow-ups that send themselves
Segmented campaignsGroup contacts and send with your provider (SendGrid, Mailgun).
Automatic sequencesSteps with wait and condition (opened? replied?) with no manual work.
A/B testingTest subjects, measure opens and clicks, and let the best variant win.
By the numbers
A complete CRM, with no add-ons or separate modules
19
automation triggers
8
actions, conditions and delays
23
ready report widgets
360°
of context per contact
Comparison
What we include and others charge for
BitxyOS connects sales, service, and operations in one ecosystem, with capabilities traditional CRMs often split across integrations and add-ons.
| BitxyOS | Other CRMs | |
|---|---|---|
| AI agent that operates the CRM | Not included | |
| AI bots on WhatsApp, Instagram and web | Not included | |
| Email marketing with sequences and A/B | Paid add-on | |
| Websites, landing pages and ecommerce | Not included | |
| Forms with e-signature and PDF | Paid add-on | |
| Automations and workflows with no add-on cap | Paid add-on | |
| Knowledge base (RAG) for your bots | Not included | |
| MCP server / external agents | Not included | |
| One platform to sell, serve, and operate | Paid add-on |
Reference comparison. Each platform varies by plan; check the details with each vendor.
Plans & pricing
Find the perfect plan for your team
Choose the plan that best fits your team. Essential capabilities are available from the start, while advanced modules are enabled by package.
How many users?
Free
Explore BitxyOS at no cost, forever.
$0
forever · no card
Up to 1 user
Start free
- Up to 1 user
- Basic CRM
- 100 contacts
- Calendar & task management
- Up to 50 products
Starter
Everything you need to run on AI.
$166
USD/user/mo
14-day free trial
Try free
- Your plan capacity
- 100,000 AI tokens/mo
- Up to 500 contacts
- 2 AI Bots for your customers
- Up to 200 products
- 5 GB storage
- 2,500 WhatsApp messages/mo
- 1,000 emails/mo
- 6 forms with e-signature
- 5 automations (workflows)
- 1 website
- CRM & sales
- Full CRM
- Contact 360° with segments & scoring
- Lead generation bot
- Sales pipelines, deals & forecast
- CRM automations
- Custom reports & dashboards
- Calendar & appointment booking
- Automatic appointment reminders
- Store & ecommerce
- Online store with payments (Stripe) & coupons
- Sales bot over chat
- Websites with ecommerce mode & cart recovery
- AI & agents
- Bitxy AI Agent
- Knowledge base (RAG) for your bots
- Media Lab — AI image generation
- AI content planner
- MCP server / external agents (Claude, Codex)
- AI Acquisition is available from the Pro plan.
- Marketing & sites
- Email marketing: campaigns, sequences & A/B testing
- Advanced forms with e-signature
- Embeddable chat widget
- Custom domains + automatic SSL
- Advanced SEO/SSR for your sites
- Connect Instagram, Facebook & WhatsApp
- Team & productivity
- Task, project & resource management
- Kanban, Gantt & timeline views
- Burnout prevention panel
- Internal team communication
- Bitxy Assistant Mobile
- Advanced RBAC & roles
Pro
More limits to scale without brakes.
$299
USD/user/mo
Get started
- Your plan capacity
- 300,000 AI tokens/mo
- Up to 1,500 contacts
- 6 AI Bots for your customers
- Up to 500 products
- 20 GB storage
- 10,000 WhatsApp messages/mo
- 2,000 emails/mo
- 12 forms with e-signature
- 12 automations (workflows)
- 3 websites
- CRM & sales
- Full CRM
- Contact 360° with segments & scoring
- Lead generation bot
- Sales pipelines, deals & forecast
- CRM automations
- Custom reports & dashboards
- Calendar & appointment booking
- Automatic appointment reminders
- Store & ecommerce
- Online store with payments (Stripe) & coupons
- Sales bot over chat
- Websites with ecommerce mode & cart recovery
- AI & agents
- Bitxy AI Agent
- Knowledge base (RAG) for your bots
- Media Lab — AI image generation
- AI content planner
- MCP server / external agents (Claude, Codex)
- Capabilities from Pro
- AI Acquisition — researched prospects and supervised outreach
- Marketing & sites
- Email marketing: campaigns, sequences & A/B testing
- Advanced forms with e-signature
- Embeddable chat widget
- Custom domains + automatic SSL
- Advanced SEO/SSR for your sites
- Connect Instagram, Facebook & WhatsApp
- Team & productivity
- Task, project & resource management
- Kanban, Gantt & timeline views
- Burnout prevention panel
- Internal team communication
- Bitxy Assistant Mobile
- Advanced RBAC & roles
Enterprise
Governance and AI-native, tailored to you.
Tailored
20+ users
Contact sales
- Your plan capacity
- Custom AI tokens
- Custom contacts
- Custom AI Bots
- Custom products
- Custom storage
- Custom WhatsApp
- Custom emails
- Custom forms
- Custom workflows
- Custom websites
- CRM & sales
- Full CRM
- Contact 360° with segments & scoring
- Lead generation bot
- Sales pipelines, deals & forecast
- CRM automations
- Custom reports & dashboards
- Calendar & appointment booking
- Automatic appointment reminders
- Store & ecommerce
- Online store with payments (Stripe) & coupons
- Sales bot over chat
- Websites with ecommerce mode & cart recovery
- AI & agents
- Bitxy AI Agent
- Knowledge base (RAG) for your bots
- Media Lab — AI image generation
- AI content planner
- MCP server / external agents (Claude, Codex)
- Capabilities from Pro
- AI Acquisition — researched prospects and supervised outreach
- Marketing & sites
- Email marketing: campaigns, sequences & A/B testing
- Advanced forms with e-signature
- Embeddable chat widget
- Custom domains + automatic SSL
- Advanced SEO/SSR for your sites
- Connect Instagram, Facebook & WhatsApp
- Team & productivity
- Task, project & resource management
- Kanban, Gantt & timeline views
- Burnout prevention panel
- Internal team communication
- Bitxy Assistant Mobile
- Advanced RBAC & roles
- Enterprise only:
- Token governance
- eSign — advanced e-signature
- API access
- Custom integrations
- Custom SLA
- 24/7 support
- Dedicated account manager
- Onboarding & training
* Prices per user/month. 3-user minimum on paid plans. No hidden fees. Cancel anytime. Prices in MXN (ES) / USD (EN).
FAQ
Frequently asked questions
BitxyOS does not just store data: AI agents act on the CRM — they create leads, move stages, schedule and trigger follow-ups. And everything (pipeline, automation, reports and email) lives on one connected base.
Yes. You create multiple pipelines with their stages and probability; the weighted forecast projects revenue per month and alerts you to stalled deals.
No. It is a visual builder with 19 triggers, actions, conditions and delays, plus a drag-and-drop canvas over leads. Contacts enroll themselves when they meet the trigger.
Yes. Segmented campaigns, follow-up sequences with wait and condition, and A/B testing with open and click metrics.
Yes. Via the MCP server, agents like Claude or Codex can create leads, move stages or launch campaigns with scoped credentials (available on Enterprise).
Start today
Put your CRM on autopilot.
Pipelines, automations, reports and email marketing operated by AI. Set up your account in minutes.
Contact
Shall we start?
Tell us about your sales operation and what you want to automate in your CRM.
contact@bitxyos.com