
Phonexa is a unified platform built to optimize tracking and distribution for calls, leads, compliance, clicks, email, accounting, and more. The all-in-one marketing automation platform empowers brands and performance marketers to manage and distribute leads, track pay-per-call campaigns, increase ROI, and automate every stage of the customer journey.
At the core of Phonexa’s platform are LMS Sync for intelligent lead management and lead distribution and Call Logic for advanced call tracking, routing, and pay-per-call campaigns. Phonexa’s core solutions and six add-ons are powered by automation, smart routing, and real-time analytics, empowering performance marketers to capture, qualify, verify, and route leads efficiently while maximizing visibility, compliance, and profitability across all marketing channels.
Serving industries such as finance, insurance, home services, and beyond, Phonexa delivers complete visibility, fraud prevention, and compliance at scale. The platform combines advanced analytics, intelligent lead management, AI-enabled Call Agents, and smart routing to help businesses convert more qualified leads, improve ROI, and achieve growth through data transparency and control.
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Podium
Podium is a leading AI-powered platform that combines lead management and multi-channel communication into a single solution, trusted by over 100,000 businesses worldwide to acquire and convert customers effectively. At the heart of Podium’s platform is its AI Employee, an intelligent virtual assistant that ensures businesses engage with leads instantly at any time of day, significantly improving conversion rates and driving revenue growth. Podium centralizes communications by consolidating calls, texts, payment links, and bulk messaging campaigns into one intuitive dashboard, simplifying customer outreach and engagement. The AI Employee automates routine customer interactions, delivering timely, accurate, and personalized responses across all communication channels to maintain strong customer relationships. Podium has been widely recognized for its innovation, earning spots on Forbes’ Next Billion Dollar Startups, Forbes’ Cloud 100, the Inc. 5000, and Fast Company’s World’s Most Innovative Companies lists. Founded in 2014 and headquartered in Lehi, Utah, Podium is backed by prominent investors including Accel, Summit Partners, GV (Google Ventures), and Y Combinator. The platform empowers businesses to not only respond to leads faster but also to collect more customer reviews and boost Google rankings through automated review requests. Podium’s easy-to-use web and mobile apps enable businesses to manage conversations, payments, and marketing efforts seamlessly. With its focus on AI-driven efficiency and customer satisfaction, Podium is a powerful tool for scaling sales and engagement. Its continuous innovation helps businesses stay ahead in competitive markets by providing superior lead conversion and communication solutions.
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Qualified
Qualified stands out as the leading platform for pipeline generation tailored specifically for revenue teams utilizing Salesforce. Through its Pipeline Cloud, Qualified empowers top B2B enterprises such as Autodesk, GE Healthcare, and VMWare to leverage their most valuable asset — their website — by pinpointing key visitors, recognizing buying signals, crafting effective sales and marketing strategies, and initiating immediate sales dialogues. With the innovative Xforce platform at its core, Qualified is expertly crafted for Sales Cloud users, facilitating quicker pipeline generation.
In terms of engagement, Qualified Conversations offers a dynamic B2B conversational sales and marketing tool that enables sales teams to convert valuable website visitors into immediate pipeline opportunities, all while bypassing traditional form fills and qualifying leads via real-time voice, video, and chat interactions.
On the other hand, Qualified Signals serves as an account-based buyer intent mechanism that boosts pipeline creation by detecting interest and intent among buyers, allowing sales and marketing teams to compile targeted account lists centered around high intent. This enables them to connect with the right prospects at optimal times and tailor their approaches through various sales engagement, marketing initiatives, and direct conversations.
Additionally, Piper acts as an AI-driven Sales Development Representative (SDR) focused on automating the generation of inbound pipelines, further streamlining the processes for sales teams. This combination of tools equips businesses with the necessary resources to enhance their sales strategies efficiently.
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Agolix by Assessment Generator
Agolix® is assessment-building software for coaches, consultants, and businesses that want to turn quizzes and surveys into real conversations with clients, prospects, and employees. Build individual assessments for quick client quizzes, or step up to 360-degree, multi-rater feedback reports on Professional plans.
Seven question formats are available — binary, drop-down, text entry, multiple choice, scale, ranking, and forced choice — and AI-generated options help you build questions faster. Apply your own logo and brand colors throughout. Advanced plans add conditional logic to show or hide questions based on how someone answers, and Professional subscriptions add team access controls to manage who can edit an assessment.
Results can be delivered on-screen, by email, or as a branded PDF report, using either automated or custom scoring, and the platform works on any device. Advanced plans and above add CRM integration and the ability to sell paid assessments through digital access codes and store integration.
On Advanced plans and above, score-based redirects add another layer of qualification — send respondents to different follow-up pages depending on how they score, so only the best-fit leads reach your sales team. Agolix also connects to more than 7,000 apps through Zapier on these plans, making it simple to pass results into a CRM, email platform, or spreadsheet. A free 14-day trial, no credit card required, lets you test the full workflow before signing up.
Every plan includes onboarding and reference guides, along with client success support, at no added cost. Businesses use Agolix to qualify leads, onboard new clients and employees, and build the credibility and trust that turn a simple assessment into new revenue.
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