Solutions

Everything your agency does,
in one window.

CJX brings calling, texting, client notes, and your CRM into a single workspace — so your team stops switching tabs and starts moving faster. Built for agencies of every size looking to run leaner.

Calling & Texting

Browser-based calling & two-way texting

Work from your existing desk phone or place calls and texts entirely from your browser — no new hardware, no extensions. Every conversation is logged against the client record automatically.

  • Keep your existing agency number with porting
  • Two-way SMS from the number clients already know
  • Every call and text logged to the client automatically
VoIP desk phone, laptop, and smartphone connected
Client360

Every client's full history, in one place

Notes, calls, and conversations live on the client record and sync to and from your CRM in real time. Open one contact and see everything — no tab switching, nothing lost.

  • Full client history at a glance
  • Real-time Salesforce sync
  • Searchable notes and contact tags
Contact cards and document files organized together
Production

Manage your pipeline and never miss a renewal

Track your X-Dates, new business, and leads all in one place. Capture a lead once and CJX routes the contact, the notes, and the follow-up automatically.

  • X-Date and renewal tracking
  • New-business pipeline
  • Instant lead intake and auto-routing
Clean modern office desk setup
Mobility

Your agency, anywhere

Leave the office — CJX stays connected. Calls, texts, and client notes follow you wherever you go, with native iOS and Android apps on the way.

  • Work from anywhere, on any device
  • Native mobile apps coming soon
  • Everything stays in sync
Agent working remotely, still connected
Who it's for

Built for agencies of every size.

Whether you're a solo producer or a multi-location operation, CJX scales to how you work.

Solo producers
Run your entire book from one window — calls, texts, and notes without paying for five tools.
Growing teams
A shared inbox and role-based access keep everyone aligned as you add producers and staff.
Multi-location agencies
Per-agency data isolation and centralized communication keep every office on the same page.
Integrations

Plugs into the tools you already run on.

CJX connects to the platforms your agency already uses, with more integrations on the way.

Salesforce CRM Telnyx voice & SMS Microsoft 365

Ready to bring your agency
into one place?

Join agencies already using CJX to communicate faster and serve clients better.

Join the Waitlist