PRODUCT: BUSINESS SUITE

Every call, text
and client. One app.

CJX Business Suite puts your phones, texting, client records and pipeline in one place, so your team spends the day with customers instead of switching between tabs.

Get startedRequest a demo
CjX
NW
CL
SJ
Mrs. Sarah Johnson1 XDATE
Account · ACC-482991
CallMessageOpen in SalesforceTrack renewal
Primary phone
(616) 555-0123
Primary email
sarah.johnson@example.com
Mailing
1234 Maple St, Grand Rapids
Last contact
Called · 3 days ago
OverviewInformationNotesActivitiesLogs
CONSENTMessagingMarketingCalling
PERSONAL INFORMATION
Mailing address
1234 Maple St, Grand Rapids, MI 49503
Date of birth
Mar 14, 1978
Last appointment
Aug 22, 2026
Preferred contact
Text
Employer
Riverside Group
Occupation
Operations lead
Client since
Jan 15, 2024
ACTIVITIESView all ›
Follow up on renewal quote
Sam K.
Sep 12
Send policy documents for review
Christian L.
Today
Confirm annual review meeting
Amy R.
Sep 21
APPOINTMENTSView all ›
Annual Policy Review
Fri, Sep 26 · 10:00 AM
Quote Consultation
Wed, Oct 8 · 2:30 PM
New appointment
NOTESView all ›
📌 PINNED · CHRISTIAN L.
Prefers texts before 5pm for anything urgent; wants a courtesy call before we send renewal paperwork.
Sep 12, 2026Sam K.
Confirmed the payment plan is running on the new card. Auto-draft resumes next cycle.
Sep 03, 2026Christian L.
Left voicemail about the umbrella quote. Will try again Thu.
Aug 22, 2026Amy R.
Annual review completed. Renewal packet emailed same day.
Add note
Client3609:41 AMTue, Nov 10
SJSarah Johnson(616) 555-0123
Today
Hi Sarah, your renewal quote is ready. Want me to send it over?
9:12 AM · Delivered
Yes please! Can we go over it Thursday?
9:20 AM
Thursday at 10 works. I booked it and sent a calendar invite.
9:21 AM · Delivered
Perfect, thank you 🙌
9:22 AM
Type a message…
Message
WORKS WITH SalesforceMicrosoft 365GoogleCalendlyZoomYour desk phones
WHAT IS INSIDE

Everything your team
uses all day

Phone

Call from CJX or the desk phones you already own. Extensions, call history, voicemail and recordings, all tied to the right client.

Texting

Two-way texts and photos from your business number. Every message lands in the client's history, with opt-ins and opt-outs tracked.

Client 360

One page per client: contact details, notes, activities, appointments and every call and text.

Pipeline

Every lead on one board, from New lead to Won. Quotes, renewal dates and referrals included.

Team & calendar

Team chat, live status and a shared calendar, so everyone knows who is free and who is on a call.

Reports

Calls, messages, pipeline and goals by person or by team, without exporting a spreadsheet.

CALLING & TEXTING

Your desk phones,
connected

Keep the phones on your desks. CJX connects to them, so every call shows up with the right client already open.

  • Calls on your existing desk phones show in CJX, matched to the client
  • Extensions, transfers, voicemail and call recordings
  • Missed calls and voicemails land in the client's history
  • Text from your business number, with photos and documents
Phone● Desk phone ext 101
JR ON CALL · 02:41Jordan ReyesClient 360 · Auto renewal
RECENT
SOSam OrtizMissed · voicemail savedMissed
ACAva ChenOutbound · 6:02Out
MDMark DiazInbound · 3:15 · ext 102In
GLGrace LeeInbound · 1:48In
Phone
SJSarah Johnson(616) 555-0123
Today
Hi Sarah, your renewal quote is ready. Want me to send it over?
9:12 AM · Delivered
Yes please! Can we go over it Thursday?
9:20 AM
Thursday at 10 works. I booked it and sent a calendar invite.
9:21 AM · Delivered
Perfect, thank you 🙌
9:22 AM
Type a message…
Message
CjX
NW
CL
Pipeline BoardList New quote
OPEN DEALS
8
QUOTED PREMIUM
$4,390
WON THIS MONTH
$7,080
X-DATES NEXT 60 DAYS
5
New lead2
Sam OrtizWeb
Auto · Website form—
Lena ParkReferral
Home · Referral—
Contacted2
Mark Diaz
Home + Auto—
Ava Chen
Business · Called 2×—
Quoting2
Jordan ReyesX-date
Auto · Meeting Thu$1,840
Priya Shah
Renters$240
Quote sent1
Noah Kim
Home · Sent Mon$2,310
Won2
Grace Lee
Auto + Umbrella$2,960
Tom Hart
Business$4,120
Lost1
Ben Ross
Auto · Price$1,480
Workflow
PIPELINE & WORKFLOW

A pipeline that
keeps itself current

Leads from your website, referrals and phone calls land on one board. Move them from New lead to Won, and never miss a renewal.

  • Website forms and quote requests become leads automatically
  • New lead, Contacted, Quoting, Quote sent, Won, Lost
  • Renewal dates (X-dates) and a referral program built in
  • Tasks, appointments and a planner for the whole team
SECURE BY DEFAULT

Built to protect
your clients

Two-step sign-in

Every account can require a code from an authenticator app at sign-in.

Single sign-on

Sign in with Microsoft or Salesforce instead of another password.

Admin-only controls

Roles decide who can change settings, numbers and branding.

Consent tracking

Texting, marketing and calling consent is recorded on every client, with Do Not Call checks.

See it on
your own calls

We set CJX up with your numbers and desk phones, then walk your team through it.

Get startedRequest a demo