Smart Dual-Entity Pipelines
Effortlessly track multi-entity accounts, cross-selling, and complex project pipelines from a single command view.
- Unified or per-entity views
- Cross-sell signals
- Project-length deal cycles
Built for industrial sales & project teams
A CRM That Works Where Industrial Teams Work.
Manage every account, project, and opportunity in one place—from the plant floor to the job site. Track complex customer and project pipelines, capture field notes offline, and sync updates as soon as your team is back in signal.
Built for the way industrial teams sell. Priced up to 70% below legacy enterprise CRMs.
- 1 view
- Dual-entity pipelines
- Zero loss
- Offline field notes
- Save 70%
- vs. $100–$150+/seat CRMs
Pipeline & projects — last 30 days
Open TCV
$12.3M
Weighted
$5.8M
Projects live
14
Won
$940K
Prospecting$4.2M
Qualified$3.1M
Proposal$2.4M
Negotiation$1.6M
Won$940K
Core capabilities, not checkbox features
Every module was built against real industrial sales motions — long cycles, split entities, and reps who spend their day outside cell coverage.
Offline-First Mobile Sync
Empower field reps to log notes, contacts, and updates in remote yards without losing a single entry to dead signal.
- Queued writes
- Photo capture
- Automatic replay on reconnect
AI Sales Intelligence & BYOK
Auto-draft follow-up emails and analyze deal health while bringing your own API keys to keep software costs near zero.
- Deal health scoring
- Drafted follow-ups
- Your key, no AI markup
Enterprise Analytics & Reporting
Instant visibility into deal velocity, team activity, and forecasting without the spreadsheet bloat.
- Velocity & forecast rollups
- Team activity trends
- Scheduled weekly briefs
Works with no signal
Your reps don't lose work in a dead zone
Field notes, photos, contact scans, and stage changes are written locally the instant they happen. When coverage returns, the queue replays in order and the pipeline is current before the rep is back in the truck.
- Queued writes, ordered replay
Nothing is dropped and nothing is applied twice — each queued action carries its own identity so re-sync is safe.
- Photos and card scans offline
Capture equipment photos and business cards on-site; parsing runs the moment the device reconnects.
- Trusted-network control
Choose which networks large uploads are allowed on so nobody burns a hotspot plan.
Sync queue Offline
Field note — Midwest Rail Yardqueued · 1
Photo — switchgear panel Bqueued · 2
Stage change — Proposal → Negotiationqueued · 3
New contact — scanned cardqueued · 4
Reconnected — 4 of 4 actions synced, 0 conflicts.
Bring your own key
AI that bills at cost, not at 4x markup
Most CRMs resell AI credits at a premium. Connect your own provider key and the model spend goes straight to your provider — the CRM adds no per-message fee. Keys stay scoped to your workspace.
- Agent access over MCP, so your own assistants can query the pipeline directly.
- Keys never leave the workspace boundary and are never shared across tenants.
Drafted follow-up
“Hi Dana — following up on the switchgear retrofit scope we walked last Tuesday. You flagged the Q3 shutdown window as the constraint, so I've attached a phased schedule that keeps commissioning inside it. Worth 20 minutes Thursday?”
Deal health 78Last touch 9 daysRisk: single stakeholder
Simple, High-Impact Pricing. Built for Industrial Teams.
Get enterprise-grade dual pipelines, offline field sync, and AI sales intelligence at a fraction of legacy software costs.
Team size
12 seats
1100 seats
Annual cost vs. a $150/seat legacy CRM
Legacy enterprise CRM$21,600
Apexify Professional$7,056
You keep
$14,544
per year at 12 seats
Starter
Essential pipeline tracking and mobile tools for small field teams.
$29/user/month
billed annually
Save 17% · $864/yr vs monthly
Estimated annual investment
$4,176for 12 seats
- Standard single pipeline management
- Offline-first mobile field sync & contact logging
- Activity tracking & interaction history
- Standard sales reporting & CSV data exports
- Email & in-app support
Professional
Complete sales acceleration for growing industrial and equipment sales teams.
$49/user/month
billed annually
Save 17% · $1,440/yr vs monthly
Estimated annual investment
$7,056for 12 seats
- Everything in Starter, plus:
- Smart dual-entity pipelines (multi-business / cross-sell tracking)
- AI sales intelligence (deal health scoring & automated follow-up drafts)
- Bring-Your-Own-Key (BYOK) AI integration — zero token markups
- Territory Radar & industrial prospecting tools
- Automated reporting fail-safes & advanced analytics
- Priority support
Enterprise
Dedicated setup, advanced customization, and white-glove onboarding for larger operations.
$89/user/month
billed annually
Save 10% · $1,440/yr vs monthly
Estimated annual investment
$12,816for 12 seats
- Everything in Professional, plus:
- Custom field & schema provisioning
- Dedicated account manager & white-glove data migration
- Custom SLA & priority engineering support
- Optional white-label & custom domain configuration
Custom pricing available for large teams — contact sales.
Why pay $150/user/month for unused enterprise bloat? ApexifyCRM delivers the exact tools industrial reps need for just $49/user/month.
Who owns the data?
You do. Every record stays scoped to your workspace and can be exported to CSV at any time — no lock-in, no export fees.
Are there hidden seat penalties?
No. Add or remove seats whenever your crew changes. You are billed on the seats you actually use — no minimums, no overage traps.
Can we bring our own AI keys?
Yes. Professional and Enterprise support Bring-Your-Own-Key AI, so you pay your provider directly at cost with zero token markups.
Honest side-by-side
Most industrial teams are choosing between an enterprise CRM they can't afford to roll out and a spreadsheet nobody trusts.
| Apexify | Legacy enterprise CRM | Spreadsheets | |
|---|---|---|---|
| Cost per seat / month | $29–$89 | $100–$150+ | $0 (plus lost deals) |
| Works offline in the field | Yes | No | No |
| Time to first live pipeline | Same day | 6–12 weeks | Immediate, then chaos |
| Customization without a consultant | Yes | No | Yes |
| AI at provider cost (BYOK) | Yes | No | No |
| Multi-entity pipelines | Yes | Add-on | No |
Workspace isolation
Every record is scoped to your workspace.
Row-level security
Enforced in the database, not the UI.
Audit trail
Field-level history of every change.
Invite-only membership
No open sign-ups into your data.
Agent integrations
OAuth-secured MCP access for your assistants.
Ready to streamline your pipeline without paying $100–$150+/seat?
Spin up a workspace, pick your industry preset, and have a live pipeline before the end of the day. No card required for the trial, full control of your data, no hidden seat penalties, and bring your own AI keys any time.