ExecCortex – One platform, every team

How it works

From first contact to paid invoice

The same record travels the whole way. Pick the part of the business you want to see.

Customer Relationship Management

Lead & customer management (CRM).

Start now

What is inside Customer Relationship Management

Lead Capture & Management
Sales Pipeline
Contacts & Accounts
Activities & Follow-ups
Reports & Analytics
Automations & Webhooks
Meetings
Calls
Scheduling
Sequences
SMS & WhatsApp
Documents & e-Sign

Project Management System

Boards, cards, sprints & delivery.

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A won deal becomes a project against the same account. The brief, the files and the contacts carry over.
Boards, templates and goals, plus a capacity view that shows who is over-committed two weeks before the deadline slips.
Throughput, cycle time, workload and budget across every project, not one board at a time.

Invoicing Management System

Quotes, invoices, payments & billing.

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A quote becomes an invoice in one step, using the same customers, products and currency the rest of the platform already knows.
Send a payment link, take the payment online, and let overdue reminders send themselves on a schedule you set.
Invoices, payments, expenses and payslips reported together, exportable when the board asks.

Human Resource Management

Human Resource Management (HRM)

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What is inside Human Resource Management

HR Core
Employees & Org
HR Settings
Recruiting
Employee Lifecycle
Attendance & Time
Leave & Holidays
Payroll
Performance
Learning
Workplace
Reports

Marketing Management

Brand kit, content studio, media library, landing pages, social publishing and SEO. Campaigns, sequences and automation live in the CRM App.

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What is inside Marketing Management

Marketing Audience
Forms
Marketing Landing Pages
Preference Centre
Marketing Journeys
Brand Kit
Media Library
Content Studio
Image Studio
Social
Video Studio
Search

Sales

Web forms, WhatsApp, Facebook, Google and your inbox all land in the same list. No tab-switching, no re-typing, nothing lost in a spreadsheet.
Drag a lead through your own stages. Activities, calls and meetings attach themselves to the record, so the history is there without anyone maintaining it.
Build the quote from your price book, win the deal, and hand it to delivery or billing without exporting anything.

Why teams switch

One platform instead of five subscriptions

Most teams run a CRM, a project tool, an invoicing app and a shared inbox, none of which talk to each other. Here they are the same system.

One workspace, every app

Each app is a different view of the same data, the same customers, the same people, the same files. Nothing is exported between them because nothing needs to be.

Add apps as you grow

Switch an app on and it appears in the sidebar the same afternoon. No migration, no second login, no data to move across.

One team, one set of permissions

Roles are a tree of apps, modules and actions. Give someone exactly the access their job needs, once, and it holds everywhere.

Your records, not copies of them

A customer added in one app is the same record in every other. No sync, no duplicates, no arguing about which list is current.

AI wherever it earns its place

Drafting, summarising, enriching and scheduling across every app. Use the built-in assistant or plug in your own provider key.

Connect what you already use

Email and calendars, meetings, payments and messaging, connected once per workspace and available to every app on the platform.

Reporting that spans the business

Every app reports on the records your team actually works in, so the numbers reconcile instead of needing a spreadsheet to explain them.

Separate workspaces, one login

Run several companies, brands or client accounts side by side. Data never crosses between workspaces; you switch with one click.

Pay for what you switch on

Start on the free plan, add an app when a team actually needs it, and raise a single limit with a capacity pack instead of upgrading everything at once. One bill, itemised.

Apps

Turn on only what you need

Every app shares the same customers, the same team and the same permissions. Add one and it appears in the sidebar, no migration, no second login.

Customer Relationship Management

Included free

Lead & customer management (CRM).

Lead Capture & Management
Sales Pipeline
Contacts & Accounts
Activities & Follow-ups
Reports & Analytics
Automations & Webhooks
+6 more

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Project Management System

$10 / monthly per workspace

Boards, cards, sprints & delivery.

Projects & Kanban
Project Templates
Goals
Pursuits
Resource Capacity
Project Reports & Analytics

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Invoicing Management System

$3 / monthly per workspace

Quotes, invoices, payments & billing.

Invoices
Payments
Products
Directory
Templates
Payslips
+2 more

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Human Resource Management

Included free

Human Resource Management (HRM)

HR Core
Employees & Org
HR Settings
Recruiting
Employee Lifecycle
Attendance & Time
+6 more

Learn more

Marketing Management

$12 / monthly per workspace

Brand kit, content studio, media library, landing pages, social publishing and SEO. Campaigns, sequences and automation live in the CRM App.

Marketing Audience
Forms
Marketing Landing Pages
Preference Centre
Marketing Journeys
Brand Kit
+6 more

Learn more

Artificial intelligence

AI in every app, not bolted on the side

The assistants work on the records your team already keeps (the same customers, projects and invoices) so their answers come from your business, not a generic model guessing.

Assistants inside every app

Sales

Ask for what you need in plain language, find the leads that went quiet, update a record, draft the follow-up. The assistant works on your workspace data and never deletes anything.

Enrichment that fills the gaps

Contacts & accounts

Point it at a company or a contact and it completes the record from your connected providers first, then the open web, then inference, and shows you which is which before anything is saved.

Health scores & next actions

Sales

Every account carries a health signal and a suggested next step, derived from real activity in the workspace rather than a field someone forgot to update.

Smart assign & auto-schedule

Projects

Proposes who should take a task and when the work fits, using declared availability and open commitments. It proposes; a human applies. It never reschedules your board on its own.

Documents read themselves

Finance

Drop in a bill or a receipt and the amounts, dates and supplier come back filled in, ready to check rather than ready to type.

Bring your own AI provider

Platform

Use the built-in assistant or connect your own provider key per workspace. Every AI feature offers the choice, so your data goes where your policy says it goes.

Try the assistants

AI usage is metered per account and shared across your workspaces. Add more with a capacity pack whenever you need it.

Integrations

Works with the tools you already keep

Connect your mailbox, calendar, payments and messaging once per workspace. Every app on the platform then uses them.

14 integrations available today

Gmail Email

Outlook / IMAP Email

SMTP Email

Google Calendar Calendar

Google Meet Meetings

Zoom Meetings

Stripe Payments

WhatsApp Messaging

Facebook Lead Ads Lead sources

Google Ads Lead sources

TikTok Lead Gen Lead sources

Webhooks Developer

REST API Developer

CSV import Data

See all integrations

Customers

Teams that stopped switching tabs

3 to 1 tools replaced

★★★★★

We were paying for three tools that all disagreed about who our customers were. Moving to one workspace ended a weekly argument.

Anonymised Operations Director, Trading company, 40 staff Mid-market

2 weeks earlier warning on overruns

★★★★★

The capacity view is the thing I did not know I needed. I can see who is over-booked two weeks out instead of finding out on the deadline.

Anonymised Delivery Lead, Engineering consultancy Small teams

Zero invoices re-typed

★★★★★

Quotes turn into invoices without anyone re-typing them, and the overdue reminders go out on their own. That alone paid for it.

Anonymised Finance Manager, Services firm Enterprise

Trust and security

Built for people who get asked hard questions about it

We state what is actually in place, and say so plainly when something is still in progress.

Workspace isolation

Every record belongs to exactly one workspace, enforced in the data layer on every request rather than filtered in the interface.

Role-based access

Roles are a tree of apps, modules and actions, so a contractor can have one project without your customer list.

Two-factor authentication

Optional per user

Add a second factor, plus per-workspace IP rules where access needs restricting by location.

Encrypted in transit

All traffic to the platform and its API is served over TLS.

Audit trail

Significant changes are recorded with who did what, and when.

GDPR aligned

DPA available

A Data Processing Agreement, a published sub-processor list, and a data-request process with a 30-day response.

Files stay behind permissions

Uploads are served through the platform against your workspace permissions, not as a public link that keeps working after someone leaves.

Access you can revoke

Takes effect immediately

Remove a member or end every session, and it applies on their next request rather than whenever a token happens to expire.

Pricing

Straightforward pricing that grows with you

Start free. Add apps and capacity per workspace when you actually need them.

Free

1 workspaces
3 users
100 MB
50 requests
500 emails/day
100 records
3 projects
3 modules included

Start now

Then add apps

Priced one app at a time

Switch an app on for the workspace that needs it. Nobody else pays for it.

Customer Relationship Management Included free
Project Management System $10 / monthly per workspace
Invoicing Management System $3 / monthly per workspace
Human Resource Management Included free
Marketing Management $12 / monthly per workspace

See apps and capacity packs

All prices exclude local taxes. Apps and capacity are billed per workspace, so nothing is bundled into a tier you did not ask for.

Capacity

Run out of something? Add just that.

Capacity packs raise one limit at a time and stack with any plan. Some are shared across all your workspaces; the rest apply to one.

Packs can be added or removed at any time and are billed alongside your apps.

FAQ

Questions we get asked a lot

What exactly is a workspace?

A workspace is one company’s space on the platform, its customers, projects, invoices, team and settings. Data never crosses between workspaces. If you run several businesses, or need to keep a client’s data separate, you create a workspace for each and switch between them from the same login.

Do I have to use all the apps?

No. Every workspace starts with the apps on its plan, and you switch others on when you need them. An app you have not enabled does not appear in the sidebar and does not get billed.

Can I control who sees what?

Yes, in detail. Roles are built as a tree of apps, modules and actions, so you can give someone access to one project without exposing your customer list, or let a bookkeeper see invoices but not deals.

What happens when I hit a limit?

You are told before it becomes a problem, and you can buy a capacity pack (extra users, storage, AI credits) without changing plan. Limits apply per workspace.

Can I bring my own email and AI providers?

Yes. Connect a Gmail or IMAP mailbox to send from your own address, and plug in your own AI provider key if you would rather not use the built-in one. Both are configured per workspace.

How do I get my data out?

Reports export to PDF and lists export to CSV from inside the app. Your invoices, leads and projects are yours; there is no export fee and no notice period.

Is there a free plan?

Yes: one workspace, a small team and the core modules, with no card required. It does not expire.

How do I move over from my current tools?

Leads, contacts and customers import from CSV, and the import runs in the background so a large file does not tie up your browser. If you would rather not do it yourself, tell us what you are moving from and we will help.

Give your team one place to work

Create a workspace, invite your team and import your first leads, all on the free plan.

Start free Talk to sales

No credit card required

One record, from first contact to final invoice

From first contact to paid invoice

Customer Relationship Management

Project Management System

Start from what you sold

Plan the work honestly

See the whole portfolio

Invoicing Management System

Bill without re-typing

Get paid

Know where you stand

Human Resource Management

Marketing Management

Sales

Capture every lead in one place

Work the pipeline

Turn it into revenue

One platform instead of five subscriptions

One workspace, every app

Add apps as you grow

One team, one set of permissions

Your records, not copies of them

AI wherever it earns its place

Connect what you already use

Reporting that spans the business

Separate workspaces, one login

Pay for what you switch on

Turn on only what you need

Customer Relationship Management

Project Management System

Invoicing Management System

Human Resource Management

Marketing Management

AI in every app, not bolted on the side

Assistants inside every app

Enrichment that fills the gaps

Health scores & next actions

Smart assign & auto-schedule

Documents read themselves

Bring your own AI provider

Works with the tools you already keep

Teams that stopped switching tabs

Built for people who get asked hard questions about it

Workspace isolation

Role-based access

Two-factor authentication

Encrypted in transit

Audit trail

GDPR aligned

Files stay behind permissions

Access you can revoke

Straightforward pricing that grows with you

Free

Run out of something? Add just that.

Customer Relationship Management 11

Platform 15

Asset Management 2

Project Management System 7

E-commerce Management 5

Human Resource Management 5

Invoicing Management System 9

Marketing Management 2

Questions we get asked a lot

Give your team one place to work