Every chat, every call
One record
Four products that work alone or together — CRM, Flow, Forms and Call. Whichever you start with, every lead, chat and call lands on the same record.
Four products, alone or together. Every lead, chat and call lands on one record.
Meta adsWhatsAppInstagram
MessengerEmailno card.
really.
Try it on your own leads. Free
Ten seconds to start. Or take 20 minutes with an expert — on your data, not a slide deck.
No card. We only use your details to set you up or call you back.
Built on what you already trust
Meta-approved. On AWS. Inside your Zoho. Talks to ChatGPT, Claude and Gemini. Nothing to rip out.
ChatGPT
Claude
Gemini
CRMWhatsAppInstagram
FacebookMessengerGmail
Outlook
Calendly
Meta Tech Provider
Pick one
Or all four
SkedX is a CRM for businesses that sell in chats and calls: a WhatsApp inbox, forms, calls and automation on one customer record, with the ad that brought each lead. Each product works on its own; add another and it shares the record from day one.
start with one.add the rest when you're ready.
CRM
Every lead, deal and call in one place.
- Leads
- Contacts
- Deals & pipeline
- Tasks
- Meetings
- Auto-assignment
- Calls
- Email & WhatsApp
- Facebook
- Instagram
- Circle chat
- Invoices
- Quotes & estimates
- Reports
- Voice notes
- Conversions API
Flow
Every chat in one inbox, answered even at 2 am.
- WhatsApp
- Instagram
- Messenger
- Website chat
- Comment replies
- AI replies
- Voice-note replies
- AI booking
- Payment links
- Shopify
- Broadcasts
- Email campaigns
- Click-to-chat ads
- Conversions API
- Works in any CRM
Forms
Forms whose leads land in the CRM with the ad that brought them.
- Lead forms
- Form builder
- Conditional logic
- Multi-step forms
- Chat-style forms
- Templates
- File uploads
- E-signature
- Bookings
- Popups & embeds
- Spam protection
- A/B testing
- Analytics
- Ad pixels
- Conversions API
- Site form capture
64 features. 1 login. 4 products. One record.
See it work
Before you sign up
Three short scenes: a lead arrives, the inbox answers, the record fills itself. Thirty seconds, nothing to install.
Try it on your own leads →Five tools
Nothing talks
The lead lands in a form tool. The chat lives in WhatsApp. The call is in someone's head. The CRM is empty. Whoever picks it up next starts from nothing — and the customer tells the story again.
still answering chats.
disconnected apps hold your customer conversations.
McKinsey Digital · 2024of a rep's week is spent actually selling.
Salesforce State of Sales · 2024a month for the stack, five logins, for five people.
Vendors' pricing · Oct 2026one per tool — a WhatsApp tool, a CRM, a dialler, a form builder, Zapier.
The stack without SkedXAnswer, follow up, close. CRM, inbox, forms and calls on one record — not five tools in five tabs.
Say it. It's filled
You didn't start a business to type. Thirty seconds after the call, the record is filled — and anything it isn't sure of waits for one tap.
you talk.it types.
Rahul · 0:41“We’re Northwind Clinics”
Rahul · 0:44“Twelve of us, across two sites”
Rahul · 1:20“None of our WhatsApp chats reach the CRM”
Rahul · 2:05“We want it fixed this month”
Rahul · 2:09“The owner signs off — I’ll bring her in”
You · 5:48“Demo on Friday at 11?”
Invoices. No extra tool
Create the invoice and the payment link from the deal — at no extra cost.
Answered. Even at 2 am
Every channel in one thread, on the customer's record. The inbox answers, books the meeting, hands over to you.
AI that does the admin
The admin that eats a rep's afternoon, done on the record while they sell.
Leads that land on the record
You paid for that click. It arrives with the page that brought it — no exports, no Zapier.
Grow the marketing
Keep the team
Ten chats a day or four hundred. The inbox still answers, the record still fills itself, every call is still written up. One login, one record, one bill.
One record
Not five tools
| What you need | SkedX | WhatsApp tools & Meta AI | Big CRMs | Dialler tools |
|---|---|---|---|---|
| Every channel, one record | ✓ | WhatsApp only | Add-ons | Calls only |
| Calls on the record | ✓ | Rarely | Add-on | ✓ (no CRM) |
| Lead forms on the record | ✓ | — | Add-on | — |
| AI that answers and fills the CRM | ✓ | Replies only | Enterprise add-on | — |
Capabilities from each vendor's own site, Oct 2026. The full comparisons: CRM → · Flow → · Forms →
Approved Hosted Signed
Meta Tech ProviderApp Review approved for WhatsApp Business MessagingWhatsApp BusinessCloud API — the number stays your company'sConnect Zoho CRMLeads, Contacts and Deals — the Flow dock, read and write
Built on Amazon Web ServicesAES-256 at rest · TLS 1.3 in transitBefore you click
Is there a free plan?
Yes. SkedX CRM is free with no card and no time limit: the record, Voice AI ten times a day, email support. Add Flow, Forms or Call when you need them. Start free →
We're on Zoho. Do we have to leave?
No. The Flow dock lives inside Zoho CRM today, so the team answers WhatsApp from the records they already use. Move everything later, in an afternoon. See the integrations →
Does it work with WhatsApp?
Yes. SkedX is a Meta Tech Provider on the WhatsApp Business Cloud API; Instagram, Messenger, email and SMS sit in the same inbox. See Flow →
What does the inbox answer on its own?
What it has seen before, from your own answers and files: opening hours, what is in stock, the prices you publish. It books the meeting, fills the fields it is sure of, and hands the rest to you. See it work →
Can we move from another CRM or WhatsApp tool?
Yes. Bring contacts, deals and chats; the switch guides take you through each step, tool by tool. Switch to SkedX →
Where does my data live?
Encrypted at rest and in transit, never used to train AI, exportable any time. Security →
Which countries?
Any. Dollars by default, call slots on your own clock, WhatsApp in every country Meta supports. Book a 20-minute call →
What will it cost?
A free plan with no time limit; paid plans per seat, per product or as the suite, in your currency. View pricing →
One record
Start there
Free plan, no card. Five tools replaced in an afternoon; your data stays yours.
pick a slot. we call you, on your clock.we call you,
on your clock.
No card. We only use your details to set you up or call you back.
A 20-minute call with a real person, on your clock.