Customer service
Respond to common questions, collect customer needs, and prepare a handoff on WhatsApp, Instagram, Messenger, or your website.
BUSINESS AUTOMATION · SET UP AND MANAGED FOR YOU
Your business moves.Even when you’re busy.
We automate customer responses, follow-up, and repetitive daily tasks. Your tools work together, your team gets the information it needs, and you get more time to run your business.
Start with one process. Expand when you’re ready.
Your business, connectedIllustrative workflow
The routine work keeps moving.
A customer asks a questionResponse + useful details collected
A form is submittedRecord created + team notified
A status changesNext action prepared
Organized. Assigned. Ready.Your team knows what needs attention next.
Example of connected tasks. The setup is tailored to your business.
Configured around your processSetup, training, and supportService in English and Spanish
WHAT WE CAN HELP AUTOMATE
The work that keeps pulling you away.
Tell us what you repeat, copy, chase, or answer every day. We help turn that process into a workflow that runs with less manual effort.
Sales and follow-up
Organize inquiries, notify the right person, and prepare the next step so your team can follow up with context.
Everyday operations
Turn forms into records and tasks. Reduce repetitive data entry, internal reminders, and manual handoffs.
Connected tools and portals
Connect compatible business tools and bring the information your team needs into a useful workspace.
Have a different task in mind? We also scope custom automation around the way your business works.
Tell us about it ↗Built around your processService businessesAgenciesRetailClinicsReal estateEducation
SEE THE HANDOFF
From something to do.
To a clear next step.
Choose a process to see what automation can prepare for your team.
A customer needs a quote. You’re in a meeting.
- The inquiry receives attentionThe customer gets answers to the common questions you have prepared.
- The useful details are collectedThe workflow records the service, location, and timing needed for your process.
- Your team gets the contextThe record and summary are ready for a person to review and follow up.
AM
Alex Morgan
New customer inquiry
What happened
Interested in a service quote. Needs help at a local business this week and prefers an afternoon conversation.
- Customer needs
- Service quote
- Preferred timing
- This week
Illustrative workspace, not a live client account. Every plan includes a private client portal. Features reflect the agreed setup.
Open the portal. See the context. Take the next step.
The useful result is a customer or task your team understands, with the information to act. We design the process around that handoff.
WE HANDLE THE SETUP
A clear process.
A supported launch.
You bring the business knowledge. We define, configure, test, and manage the automation with you.
Understand the task
We review what happens today, the tools involved, and the result you want. We confirm access and compatibility.
Build and test
We configure the agreed workflow, check the records and handoffs, and test the situations your team expects.
Launch with your team
You review the working process. We explain how to use it, when a person steps in, and how to get help.
Keep it useful
We monitor and support the agreed setup. Additional workflows and larger changes are scoped separately.
We agree on scope and launch requirements before implementation. Channel permissions, account readiness, and third-party approvals can affect timing.
CHOOSE A STARTING POINT
Start with a useful process.
Build from there.
Our customer response plans offer a defined place to start. Internal workflows, additional integrations, and larger projects receive a custom proposal.
A private client portal is included in every plan.Choose by channels, volume, and customization.
FOUNDATION · ONE CHANNEL
Respond and organize.
For a business that needs customer responses on one channel, with useful details ready in a private portal.
USD $750
one-time setup
+ USD $149 / month
- 1 communication channel
- Configured answers and intake questions
- Private client portal and organized customer records
- Up to 500 conversations per month
PROFESSIONAL · MULTIPLE CHANNELS
Connect your channels and team.
For teams managing more inquiries across several channels, with notifications and structured handoffs.
USD $1,500
one-time setup
+ USD $299 / month
- Up to 3 supported communication channels
- Private client portal and customer records
- Team notifications and structured handoffs
- Workflow adjustments within the agreed scope
- Up to 2,000 conversations per month
CONCIERGE · CUSTOM AUTOMATION
Connect more of your business.
For internal processes, connected tools, higher volumes, or a workflow built around your operation.
Let’s scope it
project and ongoing service quoted together
A proposal around your needs
- Private client portal adapted to the agreed scope
- Review of your existing business process
- Agreed integrations and workflow scope
- Testing and team training
- Management and support defined in your proposal
Discuss a custom project
Tell us what you want to stop doing manually.
Prices are in USD. Setup and monthly service are paid separately through Stripe. The monthly subscription starts when you complete its checkout; use that link after implementation. Third-party costs or work beyond the listed scope are quoted separately.
A FEW USEFUL ANSWERS
What working with CMX looks like.
The first conversation is about your process and the work you want to make easier.
Is this only for WhatsApp or real estate?
No. We work on customer communication, follow-up, internal tasks, and connections between compatible tools. Real estate is one use case. The starting point is the process your business needs to improve.
Do I have to build or maintain the automation myself?
No. We handle the agreed configuration, testing, and team training. Ongoing monitoring and support are defined in your service plan. You provide business information, access, and feedback.
Can I keep using my existing tools?
Yes, with compatible tools. We review them first. Where a supported connection is available, we can include it in the proposed workflow. We confirm compatibility and required permissions before committing to a setup.
Does every plan include a client portal?
Yes. Every plan includes a private client portal. Depending on your setup, your team can see customer details, conversation context, status, and the next action. Features and customization are defined in the agreed scope.
Can someone on my team take over?
Yes. We agree on when a request needs a person and how your team receives the information. Automation handles the defined routine steps; your team reviews exceptions and makes the decisions that need judgment.
Do you need information and account access before launch?
Yes. We need your business information, an agreed process, access from the account owner, and any channel approvals the setup requires. We test the workflow and review the handoff with you before launch.
Does my business own the customer information?
Yes. Your business keeps ownership of its customer information. Access, use, and handover of data are defined in the service agreement. We discuss the privacy requirements of your process before setup.
LET’S START WITH YOUR BUSINESS
What keeps taking time out of your day?
Tell us the task, the tools you use, and what you wish happened next. We’ll help you identify a practical starting point.
Talk about your processOpens WhatsApp with a message you can edit.