Broker operations, under control.
VantixOS coordinates lead intake, ownership, prioritization, outreach and pipeline movement in one operating system for brokerage teams.
Management sees what is moving, what is late and who owns the next action.
Command Center
VantixOS workspace
Operations requiring attention
Ownership, follow-up pressure and review states in one queue.
Pipeline movement
Stage and ownership
Follow-up workload
Due and overdue
Team activity
Actions and approvals
The interface preview shows product states only. Customer identities and workspace values are not displayed.
Intake
Capture and normalize
Ownership
Route and assign
Follow-up
Prioritize and act
Sources
Compare movement
Conversion
Review execution
See the work before it becomes revenue risk.
The command center joins pipeline position, follow-up pressure, ownership and recent activity. Managers can move from a signal to the underlying record without rebuilding the view in a spreadsheet.
- Ownership
- Assigned, unassigned and responsible staff remain visible with the record.
- Urgency
- Due work, overdue movement and review states enter the same operating view.
- Movement
- Pipeline changes retain their connection to lead history and team action.
- Context
- Source, outreach and activity signals support the next decision.
One operational chain from intake to conversion.
Records do not disappear between imports, owner assignment, outreach and pipeline review. Each stage remains connected to responsibility and history.
- IntakeImport and normalize lead records while keeping source context and duplicate handling visible.
- RouteAssign by team, rule or manager review and keep unassigned work in view.
- EngagePrepare outreach, retain activity and keep approval states attached to the record.
- ProgressMove the lead through pipeline stages while follow-up and conversion states remain reviewable.
Lead pipeline
VantixOS workspace
Pipeline board
Stage movement remains attached to the lead record and activity history.
New lead
•••Lead identity redacted
Owner · private
Contacted
•••Lead identity redacted
Owner · private
Interested
•••Lead identity redacted
Owner · private
Follow-up
•••Lead identity redacted
Owner · private
Converted
•••Lead identity redacted
Owner · private
Prioritization with evidence and a human decision.
VantixOS brings recommendation, contributing context and responsible owner into the same review. AI supports judgment; it does not replace supervision or guarantee an outcome.
Conversion prediction
Source intelligence
Next-action recommendations
Draft review and approval
Revenue and conversion intelligence
VantixOS workspace
Priority review
Recommendation, evidence and accountable owner.
High-probability opportunity
Record context and recommendation remain linked.
At-risk follow-up
Record context and recommendation remain linked.
Recent engagement signal
Record context and recommendation remain linked.
Evidence used in context
Predictions support operational judgment. They do not guarantee conversion or financial results.
Accountability is part of the record.
Team activity, permissions, approvals, security events and audit history sit beside the operational work they govern.
Access and communication controls support the customer’s operating process. Brokerage teams remain responsible for consent, supervision and regulatory decisions.
Audit and team control
VantixOS workspace
Recent operational history
Actor, entity and outcome stay reviewable.
Control layers
Role-aware access
Navigation and actions follow responsibility.
Approval states
Drafts and recommendations remain reviewable.
Security context
Sessions, providers and events stay visible.
Fit VantixOS into the stack you already operate.
Deployment starts with a map of intake, ownership, communication and reporting. Provider dependencies remain explicit instead of being presented as automatic integrations.
A staged rollout can begin with lead intake and pipeline controls, then add channels, intelligence and governance as configuration is confirmed.
Structured imports
Spreadsheet and file-based lead intake
Built in
Google Sheets
Controlled sheet intake and mapping
Built in
Drafting, approval and tracked outbound workflow
Configuration required
Conversation and outreach workflow
Provider configuration required
Additional systems
Back-office, telephony and custom handoffs
Deployment assessment
Map intake
Sources, fields and duplicates
Set ownership
Roles, routing and visibility
Connect channels
Provider and approval setup
Activate review
Management and intelligence views
Pricing for the way your brokerage operates.
Choose the operating capacity that matches your team. Trial requests are reviewed before workspace access is issued.
Plan limits and available capabilities apply. Provider connections, custom integrations and deployment requirements are confirmed during onboarding.
Individual Trial
Free · 14 days
Individual Trial
Free · 14 days
Starter
$99 · per month
Starter
$99 · per month
Leads: Up to 2,000
Users: Up to 5
Lead management, pipeline, outreach workflow and reporting
Choose StarterGrowth
$299 · per month
Growth
$299 · per month
Leads: Up to 20,000
Users: Up to 25
AI prioritization, Conversation Hub and team analytics
Choose GrowthProfessional
$699 · per month
Professional
$699 · per month
Leads: Up to 100,000
Users: Up to 100
Advanced workflows, reporting and security controls
Choose ProfessionalEnterprise
Custom · contact sales
Enterprise
Custom · contact sales
Leads: Custom scale
Users: Custom scale
Custom integrations, onboarding and governance planning
Contact salesQuestions for an operational review.
For deployment-specific questions, contact sales@vantixos.com.
What does VantixOS control?
VantixOS brings lead intake, record quality, ownership, prioritization, outreach preparation, follow-up, pipeline movement and management reporting into one brokerage operations workspace.
Can it work with our current operating stack?
Deployment starts by mapping your lead sources, imports, messaging providers, ownership model and reporting handoffs. Available connections and provider requirements are confirmed before rollout.
How are AI recommendations used?
Recommendations support prioritization, drafting and next-action review. Signals and available context stay visible, and teams remain responsible for approval and final decisions.
How is access controlled?
The workspace uses role-aware navigation, company-scoped records, activity history, approvals and audit context to keep operational access visible and reviewable.
What is included in the individual trial?
The individual trial runs for 14 days, supports up to 200 leads and includes AI features for the first 7 days. No credit card is required to submit a trial request.
Evaluate the operating system with your own workflow.
The individual trial runs for 14 days. Submit a request for review; approved accounts receive one admin workspace, capacity for up to 200 leads and AI access for the first 7 days.
No credit card required
Approval before workspace access
Your team retains final control of AI-assisted work