The autonomous commercial CRM for client-centric enterprises. Configured to your industry at onboarding, it governs every renewal, delivers probability-adjusted pipeline forecasts without spreadsheets, and surfaces retention risk well before contracts lapse.
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Schedule a concierge onboarding sessionYour firmClients
Sample workspaceClient 360 & Renewal Guardian. A complete view of every client: agreements, active services and renewal alerts issued ahead of expiry.
Clients by renewal date
Acme Advisory
Agreement worth $148,000 a year · Renews in 18 days
Active services
Recent activity
Renewal is 18 days away, one invoice is overdue and the last call was flagged At Risk.
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Open the full sandboxBuilt for client-centric businesses in every industry
The analytical capability of a dedicated data science function, embedded in your CRM and applied to your own records every day. Every figure is derived from your deals, assets and invoices, with its drivers disclosed.
Stage probabilities alone overstate a pipeline. Each opportunity is discounted for inactivity and missed close dates before it enters the forecast, with confidence-bounded Commit and Best case scenarios.
P = × ×
Submit a call transcript or meeting notes. Every commitment is captured as an accountable task on the client record, with an owner and a due date.
Priya (client): We need the revised fee schedule before our board meets on the 14th.
You: Understood. I will also send the renewal terms for the property cover.
Priya (client): Good. And can someone check the March invoice? It looks doubled.
Each client is assessed nightly for inactivity, renewal proximity, overdue receivables and declining engagement, benchmarked against your portfolio's own lapse experience.
Acme Advisory
CriticalCommercial Property renews in 21 days, with no touchpoint in 70 days
Halden Wealth
HealthyConsistent engagement; no renewal imminent
Define automation rules in plain language. Every policy, contract and retainer with an expiry date initiates its own reminders and escalations, exactly once per renewal cycle.
Rule
asset.expiring 7 days prior to expiry, at 09:00: issue the Reminder template to the client.
Rule
asset.lapsed 1 day after expiry, if unrenewed: escalate to the client owner.
Illustrative figures, computed with the same models the platform runs in production. Underlined terms carry a definition.
Platform capabilities
Correspondence from your connected mailbox, documents, contracts and meetings are consolidated on the correct client record, so every engagement begins fully briefed.
Issue professional invoices in seconds, bearing your business tax registration (GSTIN, EIN or Tax ID), with full visibility of settled and overdue receivables.
Cash collected this quarter
$318,400
Alerts identify the clients requiring attention weeks ahead of their renewal date, so no agreement lapses unnoticed and recurring revenue remains protected.
18days left
Acme Advisory
Agreement worth $148,000 a year
At Risk
Today60 days
Convert a meeting outcome into an assigned task in a single action, with clear ownership and deadlines across the team.
Meeting takeaway
The client needs revised pricing and a delivery schedule before the 30th.
General-purpose CRMs deliver the same blank framework to every organisation and leave the configuration to you. Vectrox designs your workspace from a description of your business at registration: your pipeline stages, product lines and data fields, built around the renewals and relationships that drive your revenue.
| Topic | Typical legacy CRM | Vectrox |
|---|---|---|
| Time to value | Typical legacy CRM: Extended consulting engagements and configuration before user adoption | Vectrox: A workspace configured to your industry at registration, in about a minute, supported by concierge data migration |
| Pipeline forecasting | Typical legacy CRM: Static stage multipliers, irrespective of how long an opportunity has stalled | Vectrox: Opportunity-level adjustment for inactivity and slipped close dates, with Commit and Best case confidence ranges |
| Churn detection | Typical legacy CRM: A subjective status field, maintained manually by account owners | Vectrox: Nightly survival-hazard scoring of every client, with the principal risk driver identified |
| Multi-product renewals | Typical legacy CRM: Third-party add-ons, spreadsheets and calendar reminders | Vectrox: A native renewal engine: each asset’s expiry date drives its own reminders and lapse escalations |
| Pricing | Typical legacy CRM: Per-seat licensing that escalates with every hire | Vectrox: A single, transparent plan covering your entire organisation |
A one-to-one session on workspace design and the migration of your historical client data.
Trust and privacy
Enterprise-grade safeguards are active from the first sign-in, with no configuration required.
Organisational and client information is protected with bank-grade encryption, both at rest and in transit.
Each workspace is private to your organisation. No other customer can access your clients, and your client data is never sold.
Workspaces are registered with a corporate email address. Personal and disposable addresses are declined.
Every change, export and record update is logged in support of your internal governance and compliance reviews.
Security controls
Every workspace
| Control and scope | Status |
|---|---|
| Workspace isolationEach workspace is sealed off within the database itself | Enforced |
| Encryption in transitAll traffic encrypted; unencrypted connections refused | Enforced |
| Encryption at restDatabases, backups and documents encrypted | Enforced |
| Connected accountsMailbox and integration credentials additionally encrypted | Enforced |
| Audit trailRead-only to every user, administrators included | Enforced |
| Document accessDownload links expire after 60 seconds | Enforced |
| Account verificationCorporate email required at registration | Enforced |
Portfolio calibration
Lapse risk is measured against your organisation’s own asset history rather than an industry average, once sufficient history has accumulated.
Grounded AI
Executive briefings reference accounts by code only. Every figure is populated by our servers from your records, and any reference not supplied to the model is discarded.
Database-level isolation
Each workspace is isolated within the database itself, and the audit trail is read-only to every user, administrators included.