Discover & Prioritize
Agents find and rank the accounts worth your time.
Your reps stop building lists and start each week with a ranked market.
GTM platformEvery lead worked. Every meeting booked.
Codexa runs your go-to-market from first account to booked meeting, in one place. Agents reply in under a minute, follow up on every channel and hand your AEs qualified buyers with the full story.
One lead, start to finishLive- Demo request from Veritas SaaSInbound form, pricing pageNew
- Enriched and scoredVP Sales, 120 staff, fit 92Hot
- First touch sentPersonal email and SMS41 sec
- AI call, consent on recordPricing question answeredPositive
Jordan Mills qualifiedNeed, budget and timing confirmedFit- Meeting booked with Alex KimThu 10:00, CRM updatedBooked
< 1 minTo first touch
8+Touches per lead
1,000+Workflows running
Results
What changes when agents run the top of your funnel.
Codexa is measured on one thing: qualified meetings booked for your AEs. Here is what your team gets.
- Speed
Every new lead hears back in under a minute.
Agents reach out within a minute of a lead arriving, day or night, while the buyer is still on your site and thinking about the problem.
- Follow-up
No lead is dropped after one try.
Each lead gets at least eight touches across email, phone, SMS and LinkedIn before it is marked unresponsive. Pushback gets a real answer, not a template.
- Focus
Your best accounts get worked first.
Agents build your market from your ICP, fill in missing contact data, watch for buying signals and rank every account by fit and intent.
- Pipeline
AEs only meet buyers who fit.
Prospects can see a live demo at any hour. Agents answer from your own docs, qualify on your criteria and book the meeting with the full conversation attached.
- Visibility
Managers see what is working.
Live dashboards show meetings booked, response time and conversation tone by rep and by agent, with flags on the deals that need a person.
- Clean data
Your CRM stays the source of truth.
Every touch, call and booking is written back to Salesforce or HubSpot, so your reports stay accurate and nobody copies data by hand.
See it work on your own leads.
Watch an agent qualify a lead live, or book a call and we will map Codexa to your market.
How it compares
Pipeline without the hiring cycle.
What changes compared with building and scaling an SDR team by hand.
A human SDR team
- Months of recruiting and ramp before the first meeting is booked.
- New leads wait hours or until the next morning for a reply.
- Follow-up stops early once the list gets long.
- Data, dialer and sequencer live in separate tools.
- AE calendars fill up with calls that were never qualified.
With Codexa
- Outreach starts within weeks, once your ICP, playbook and sending domains are set.
- Every lead hears back in under a minute, at any hour.
- Eight or more touches per lead, on every channel you allow.
- One platform from discovery to booked meeting, synced to your CRM.
- Qualified meetings only, with the full conversation attached.
The platform
One engine. Three agent teams.
Each team covers one stage of the funnel and shares context with the others. Open any module to see how it works.
Engage & Qualify
Agents start conversations and qualify interest.
Interested buyers are qualified and booked while they are still interested.
Report & Secure
Managers see performance, data stays in your systems.
Managers coach from live data, and your CRM holds every record.
AI Qualification DemoA qualified meeting, booked at 11:48 PM.
A qualified meeting, booked at 11:48 PM.
Nobody on your team was awake.
A prospect asks for a demo late at night. The agent shows the product, answers questions from your own docs, checks fit against your criteria and books the meeting with an AE. Your team sees all of it in the morning.
- Live demos at any hour
- Qualified on your criteria
- Booked with full context for the AE
Live demo11:48 PMHi Jordan, happy to walk you through it now. Want to start with how it books meetings?
Yes. And does it work with HubSpot?
It does. Every touch and booking syncs to HubSpot. Here is how that looks.
Product walkthrough
QualifiedAll metNeedSlow follow-up on inbound
Fit120 staff, HubSpot, budget set
Booked: Thu 10:00 with Alex KimNotes and transcript attached
Built for your team
The same engine, set up for how you sell.
Codexa changes its approach with your stage, your role and the size of your market. Find the setup closest to yours.
By Stage
By Role
FAQ
What buyers ask before they book a demo.
Straight answers about how Codexa works.
It takes on the repetitive work: list building, first touches, follow-up and qualification. That lets you grow pipeline without hiring more SDRs and move the people you have onto higher-value accounts. AEs still run the meetings and close the deals. AE support is on the roadmap.
- Handles the top of the funnel
- AEs keep the close
- Grows without new hires
In under a minute from the moment a lead is created, at any hour. Each lead then gets at least eight touches across every channel you allow before it is marked unresponsive.
- First touch in under a minute
- 8+ touches per lead
- Runs around the clock
Codexa connects to Salesforce and HubSpot. Your CRM stays the system of record: leads, activity, call notes and booked meetings are written back so your reporting stays accurate.
- Salesforce
- HubSpot
- Every record written back
Codexa uses consented calling. Every AI call says that it is AI, and your consent and do-not-call rules are applied before a number is dialed. Consent and conversation records stay available to your team.
- AI disclosure on every call
- Do-not-call rules applied first
- Consent records kept
Outreach starts within weeks, once your ICP, playbook and sending domains are set up. There is no recruiting or ramp time, and new inboxes are warmed up before they send.
- Live within weeks
- No hiring or ramp
- Inboxes warmed first
Next step
See Codexa book a meeting on your market.
Book a call and we will walk through your ICP, your channels and what a first month would look like. Or start with one of these.
