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SortexCRM
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SortexCRM

Modern CRM for Sales and Operations.

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v1.6.0 Community
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Faster pipelines

Automate stages, tasks, and follow ups with rules and webhooks.

Unified inbox

Email, Messenger, and SMS in one place with SLA alerts.

Dashboards

Live metrics for leads, revenue, and agent report.

Live lead tracking status

Monitor real time updates of every lead from capture to closure using smart activity streams.

Webform integration

Embed webforms directly into your landing pages to collect and sync leads instantly inside SortexCRM.

Customizable modules

Adapt your CRM with flexible fields and customizable modules, built on an open architecture that lets you tailor every feature to fit your workflow and business process.

Integrations that fit your stack

SortexCRM connects seamlessly with your favorite tools.

Slack
Zapier
Gmail
Sheets
Seven

Built for Call Centers and Affiliate Networks

SortexCRM is the central system for tracking every lead, call record, and disposition without being a dialer. Designed for inbound and outbound operations, it helps you monitor team performance, enforce SLAs, and give affiliates full visibility into their leads in real time.

Call Operations Tracking

  • • Log inbound and outbound interactions automatically
  • • Custom call outcomes: Callback, Verified, Transferred, Disqualified
  • • Timestamped notes, recordings, and lead updates
  • • Centralized history for every lead or contact

Lead Management and SLAs

  • • Define SLA timers for callbacks, follow ups, and verifications
  • • Monitor active leads and their stage in real time
  • • Capture sources, publishers, and verticals cleanly
  • • Keep compliance intact with full changelog tracking

Quality and Oversight

  • • Built in QA tracking and agent-level reporting
  • • Role based access for publishers, managers, and QA teams
  • • Audit logs for every edit, update, and stage change
  • • Configurable pipelines for any campaign workflow

Affiliate Transparency and Access

Give affiliates controlled access to see what matters: their leads, statuses, and outcomes. SortexCRM bridges operations and partnerships by providing visibility without compromising data privacy or security.

Role Based Permissions
Limit visibility by field, lead owner, or campaign type.
Live Status Feeds
Affiliates see instant updates as leads progress through stages.
Timeline & Activity Log
Every note, update, and status change is timestamped.
Reporting & Exports
Push structured data to Sheets, dashboards, or BI tools.
Lead Lifecycle Example
  1. 1. Lead enters via form or integration
  2. 2. Assigned to agent and logged for follow-up
  3. 3. Agent updates disposition (e.g., Callback Intake)
  4. 4. Affiliate view updates in real time
  5. 5. QA or manager reviews the lead
  6. 6. Lead marked as Verified, Transferred, or Closed
  7. 7. Data syncs to reports and dashboards
View a sample workflow
Lead Velocity
New leads created per day
Follow Up Rate
Leads contacted within SLA
Conversion Ratio
Verified leads from total processed
Affiliate Growth
Active partners by campaign

What our users say

“SortexCRM helped us scale our sales faster than any other tool.”

— Alex, Operations Lead

“The interface is stunning and the automation works flawlessly.”

— Mia, Marketing Director

“Finally, a CRM that feels modern and intuitive.”

— David, Startup Founder

Simple, transparent pricing

Pay once, install it on your server, and own it forever. No monthly fees, no hidden costsfull control and full access.

Lifetime Self Hosted License

$999

One-time payment • All modules included • Lifetime access

  • ✔ Full CRM with AI, automations, and workflows
  • ✔ Unlimited users, leads, and campaigns
  • ✔ Role-based permissions and affiliate access
  • ✔ Free updates and support for the first year
  • ✔ Keep using it forevereven without renewals
Get Your License

One-time license for a single host installation. Additional deployments or white-label versions available upon request.

Need Hosting?

Don’t have hosting? We can deploy SortexCRM for you on our managed cloud fully installed, optimized, and ready to use.

  • ✔ One-click deployment and setup
  • ✔ Free SSL and daily backups
  • ✔ 99.9% uptime with performance monitoring
  • ✔ Includes automatic updates and maintenance

$99 / year

Optional managed hosting • Cancel anytime

Add Hosting Option

Hosting includes full deployment and management. You still own your CRM and data entirely.

Choose how you want to host

Self-Hosted (Default)

Install SortexCRM on your own domain or VPS. You’ll have full access and control over your data and configuration.

We’ll install SortexCRM for you on your preferred server or hosting environment.

  • ✔ One-time license, no recurring fees
  • ✔ Complete access to files and database
  • ✔ Works with any standard hosting provider
  • ✔ Best for teams with technical support
Included with your license

Managed Hosting (Optional)

We handle everythingfrom setup to security. Perfect for teams who want to skip the technical part.

We’ll deploy and maintain SortexCRM for you on our secure managed cloud infrastructure.

  • ✔ Pre-installed and optimized by our team
  • ✔ Automatic updates and maintenance
  • ✔ Free SSL, backups, and uptime monitoring
  • ✔ Priority support and recovery assistance
$99 / year managed service

Both options include the same CRM features and lifetime access. Hosting only affects how you deploy it not what you get.

Ready to Own Your CRM?

Take full control of your operations with SortexCRM your all-in-one CRM built for call centers, agencies, and affiliate networks. Pay once, own it forever, and scale with confidence.

Get Started Today

Need help with setup or migration? Our team can install SortexCRM for you within 24 hours.