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CRM automation + custom software built to help you win more customers.

CoreUX brings your messages, leads, and follow-up into one system — and when off-the-shelf tools fall short, we build the custom integrations and software that fit your workflow.

Get a tailored CRM analysis. Phone required.

Get a scoped plan + estimate.

Serving teams nationwide — remote projects welcome

CRM platform and custom software development

Use one service or combine both — we align the tools to your workflow.

I want a CRM that automates follow-up.

Centralize conversations, launch campaigns, and trigger automations that keep leads moving.

I need something custom built.

When your process doesn’t fit a template, we build software and integrations that match how you work.

Built for teams that need speed, clarity, and
consistent follow-up.

"We finally stopped losing leads in DMs. Everything flows into one place now."

Client Name, Industry

"Automations saved hours per week and made follow-up consistent."

Client Name, Industry

CRM Automation Examples

At CoreUX, our automation engine seamlessly connects your CRM data with essential automated actions—like follow-ups, reminders, and personalized outreach—to ensure that every customer interaction is timely and consistent. By syncing effortlessly with your existing tools such as email, calendars, and more, our system streamlines your workflow, saving you valuable time and enhancing overall efficiency. This robust integration improves data flow between systems and transforms your CRM from a standalone tool into the central hub that ties all your business tools together, so nothing ever falls through the cracks.

Social Media CRM Automation

CoreUX has custom triggers for facebook and instagram. We can trigger any action on

User Messaged Business Page
User Commented on Post (Specific words available)
User Replied (What'sApp, SMS or email)

Internal Process Automations

We can also trigger automations that satisfy internal processes, like assigning customer to specific Sales Representatives depending on custom internal logic.

Sales and Marketing CRM Automation

We can also trigger custom flows once a user makes a purchase or interacts with any marketing items.

Purchase Made
Ad Clicked
Facebook / Linked in Form Filled
Many Others

AI Bot Automation

We can also train a model to answer to your text , emails and calls.

CRM Tools

This software is categorized as a CRM (Customer Relationship Management) tool but has a lot more to offer.

Social Planner

Orchestrate all your business's social posts

Elevate your social media strategy with our Social Planner ,the ultimate tool for cohesive and consistent digital presence. Seamlessly integrate all key platforms—Google Business,Facebook, Instagram, LinkedIn, and Twitter—into one easy-to-use interface. Schedule your posts in advance and ensure your message is always on point and on time.This feature not only saves precious hours but also amplifies your brand’s consistency across the digital landscape. By planning ahead, you can craft a deliberate, cohesive narrative that resonates with your audience, strengthens your brand identity, and drives engagement. Unlock the potential of effortless, impactful social media management and watch your business thrive.

Centralized Conversations

Never miss a new business opportunity

Streamline your customer interactions with our unified conversation management feature. Every comment, message, and engagement from your diverse social media platforms—be it Facebook, Instagram, LinkedIn, Twitter, or Google Business—flows into one centralized hub. This innovation empowers any designated team member with the appropriate access to respond promptly and effectively, fostering meaningful connections with your audience. No more juggling multiple tabs or missing out on crucial customer interactions. Our platform simplifies communication, ensuring that every customer feels heard and valued. Enhance your team’s efficiency and elevate your customer service game, making every interaction an opportunity to impress and engage.

Email and SMS Digital Marketing

Reach your community with cohesive marketing tools

Unlock the full potential of your marketing efforts with our platform’s advanced marketing tools. Craft compelling campaigns with ease using our customizable templates for SMS and Email, designed to engage your audience and drive conversions. Our intuitive interface allows you to seamlessly create and dispatch messages that resonate with your target market. Beyond sending, our platform offers detailed reporting on conversions, giving you valuable insights into the effectiveness of your campaigns. This feature empowers you to refine your strategies in real-time, ensuring your marketing efforts are not just reaching your audience but also converting them into loyal customers. Elevate your marketing game, optimize your campaigns, and witness tangible growth in your business outcomes.

CRM Automation

Automate how your users flow through your business

Elevate your operational efficiency with our platform’s sophisticated automation capabilities. Automate a myriad of internal actions based on user interactions, seamlessly integrating with our text messaging feature to trigger meaningful conversations. Whether it’s a follow-up message after a purchase, a reminder for an upcoming event, or personalized greetings, our automation tools ensure that your business stays connected with your audience in the most relevant and timely manner. This not only enhances customer engagement but also streamlines your communication processes, allowing your team to focus on strategic tasks while the platform takes care of the routine, yet crucial, interactions. Embrace the power of automation and transform your customer communication into an effortless, impactful dialogue that drives loyalty and growth.

Appointments Systems

All of your appointments and calendar features that your need in one place

Revolutionize your appointment scheduling with our platform’s versatile appointment system. Designed to accommodate multiple calendars, it supports various types, including room, equipment, services, and classes, ensuring a seamless fit for your diverse business needs. This flexibility allows you to manage all your booking requirements in one place, from individual appointments to group classes or resource reservations. Integrating seamlessly with our automation system, this powerful combination enhances your ability to convert leads into satisfied customers. Automated reminders, follow-ups, and personalized messages linked to appointments ensure that your clients are engaged and informed at every step. This not only improves customer experience but also boosts efficiency, reducing no-shows and optimizing your resource utilization. Experience the synergy between advanced appointment scheduling and automation, and watch your business thrive through improved operational efficiency and elevated customer satisfaction.

Marketing Add-On Services

Campaign Execution

We'll manage your email, SMS, and ad campaigns for you.

Website Copy & Articles

We'll craft your copy and articles for you.

Social Media Management

We'll be in charge of your social media content. (We use AI to generate some of the content)

Development Add-On Services

Mobile App Development

If your customers need better more comprehensive integrations on the go.

Custom Site Development

If your business needs a more robust website

Custom Web App

If your customers need better more comprehensive integrations on the web.

Digital Design Add-On Services

Mobile App Design

If your customers need better more comprehensive integrations on the web.

Custom Site Design

If templates are not enough for you.

Campaign Assets

Keep your brand consistent with professional assets made just for your business.

Marketing Community

Ethos: Our Approach at CoreUX

At CoreUX, the essence of our name reflects our ethos: User Experience (UX) is at the heart of everything we do. Our commitment transcends the end-user experience to encompass your journey as a business owner, our team’s dedication to bringing your projects to life, and the lasting impression your customers hold.

We dive deep into understanding your customer lifecycle—from the first interaction to turning leads into loyal advocates—while seamlessly integrating CRM automation into every step. By mapping key customer pathways and leveraging intelligent automation, we enable your CRM to trigger timely follow-ups, reminders, and personalized actions that keep your engagements on track. This integration not only improves data flow between your tools but also allows you and your team to focus on strategic growth, ensuring that every interaction is both efficient and impactful.

At CoreUX, we’re more than a software agency; we’re your partner in sculpting exceptional experiences. Together, we’ll create memorable connections at every touchpoint—empowering your business with the perfect blend of engaging user experiences and powerful CRM automation.

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