iX Sales Automation Platform

One Platform to Capture, Nurture, Close, and Grow Your Customers

iX brings your sales process into one connected platform - capturing leads, managing opportunities, automating follow-up and giving you clear visibility across the customer journey. Built around how sales actually works, iX replaces disconnected tools and manual processes with a structured system designed to keep activity moving.

Sales Automation in Action

Your Pipeline Works, Even When You Don’t

iX keeps sales activity moving by connecting lead capture, pipeline stages, follow-up, booking and customer communication in one structured process.

New enquiries are captured automatically

Opportunities move into the right pipeline stage

Follow-up is triggered at the right time

Appointments and next actions are managed

Activity is tracked against the customer record

The result is less reliance on manual admin and individual memory, with clearer control over what happens next.

Where appropriate, ONIX AI can extend that process further by supporting response, engagement and follow-up automatically.

28 Booked

Demos this month

9:41

Automated follow-up

Hi James, it's iX. You enquired about the platform a while back — still looking?

Yes actually. Didn't hear back so moved on.

Completely understand. We've got availability this week for a 20-min walkthrough. Want me to send a link?

Wednesday works. Go ahead.

Booked. You'll get a confirmation now. Looking forward to it.

Message...

41% Reply Rate

Avg. across campaigns

The Customer Lifecycle

Everything You Need to Manage the Full Customer Journey

iX brings each stage of the customer journey into one connected sales automation platform - from first enquiry through to repeat business and reactivation.

Capture

Generate and capture new leads through multiple channels.

Websites, funnels, and landing pages
Forms, surveys, and chat
Social, SMS, and inbound communication
Call tracking and lead capture tools

Nurture

Follow up and build relationships automatically.

Automated workflows and sequences
Multi-channel messaging (SMS, email, social)
Appointment booking and reminders
Conversation tracking across channels

Close

Convert opportunities into paying customers.

Pipeline and deal management
Proposals, invoices, and payments
Booking and order systems
Lead scoring and qualification

Retain & Grow

Turn customers into repeat business and referrals.

Review and reputation management
Referral and loyalty systems
Memberships and repeat purchase journeys
Automated follow-up campaigns

Reactivate

Re-engage old leads and past customers.

Broadcast campaigns (email, SMS, messaging)
Database reactivation workflows
Segmentation and targeting
Ongoing communication campaigns

What iX Brings Together

More Than a CRM

iX brings the core tools needed to manage and automate the sales process into one connected platform.

Lead Capture

Capture enquiries from websites, forms, chat, social and inbound communication.

CRM & Customer Records

Keep contacts, conversations and customer activity organised in one place.

Pipeline & Opportunities

Track deals, stages and next actions across sales process.

Workflow Automation

Automate follow-up, reminders and repeatable sales activity.

Booking & Scheduling

Manage appointments, calendars and reminders.

Communication

Keep customer conversations connected to wider sales journey.

Reporting & Visibility

See pipeline activity, performance and what needs attention.

Commercial Activity

Manage proposals, invoices, payments and relevant order activity within platform.

What Makes iX Different

Built for How Sales Actually Works

Built from Real-World Experience

iX is shaped by practical sales and commercial experience, so the platform reflects how leads, opportunities and customer relationships need to be managed in the real world.

Structured for Execution

iX is more than a collection of tools. Workflows, pipelines and automation are brought together around a clear sales process so activity happens consistently.

Proven Platform Infrastructure

iX is built on established, scalable SaaS infrastructure, providing the stability, performance and ongoing development needed to support businesses as they grow.

The Result

Every lead is captured
Every opportunity is followed up
Every interaction is tracked
Every stage is connected

iX + ONIX AI

Structure First — Intelligent Execution Where It Adds Value

iX provides the sales automation structure - capturing activity, managing opportunities, triggering workflows and keeping the customer journey organised.

ONIX AI can then support execution within that structure, helping with response, follow-up and engagement where automation and AI can improve speed and consistency.

iX

Structures and manages the sales process.

ONIX AI

Supports response, follow-up and engagement.

Together, they help keep activity moving without losing visibility or control.

Revenue Calculator

What Opportunities Are Already in Your Database?

Your database may include leads and past customers who are ready to re-engage. Enter your numbers to estimate the potential revenue opportunity, then see how iX helps your team organise follow-up and move the right conversations forward.

Your numbers

Drag the sliders to adjust

Total leads in database5,000

% of leads who never purchased80%

Average order value (£)£500

Expected reply rate41%

Expected conversion rate20%

Revenue opportunity

Non-buyer leads

5,000 × 80%

4,000

Expected replies

4,000 × 41%

1,640

Expected buyers

1,640 × 20%

328

Estimated revenue unlocked

£164K

328 buyers × £500 AOV

Estimate only. Actual results are not guaranteed.

Why iX

One Sales Platform — Less Complexity

iX brings the tools needed to manage and automate the customer journey into one connected sales platform - reducing the need to piece together multiple systems.