Convert broker activity into predictable revenue.
VantixOS gives brokerages a premium command layer for lead intake, AI-prioritized follow-up, partner source quality, outreach discipline, and executive reporting.
Executive Command
Pipeline, outreach, partner ROI, and AI queue
Weighted pipeline
$7.4M
+22%SLA adherence
92%
+14 ptsConversion funnel
Lead flow to client conversion
AI recommendation
Assign senior owner today
High-value source, recent reply, delayed movement, and strong conversion pattern.
Team output
1,248
Calls
38%
Replies
92%
SLA
Follow-up execution
Operational proof
Built around the numbers broker leaders inspect every morning.
VantixOS centers the execution signals that determine revenue: response windows, source influence, lead-fit confidence, and launch readiness.
12m
average enforced response window
41%
partner revenue influence surfaced
94%
lead-fit confidence with action reasoning
5 days
from import to active AI queue
Platform
One operating system for lead conversion discipline.
Unify the work that usually lives across spreadsheets, inboxes, call notes, WhatsApp threads, and weekly revenue reports.
Lead command center
Capture, clean, assign, score, and progress broker leads from every source without losing owner accountability.
AI priority queue
Rank opportunities by source quality, recency, stage delay, and revenue fit with an explainable next action.
Outreach discipline
Coordinate WhatsApp, email, calls, follow-ups, approvals, and reminders in one controlled workflow.
Revenue analytics
Track source ROI, team execution, partner influence, conversion velocity, and leakage for leadership.
Data quality controls
Deduplicate imports, protect records, structure consent-aware outreach, and keep reporting reliable.
Broker workflows
Map capture, qualification, onboarding, IB tracking, retention, and escalation around how your team works.
Why it wins
Not another generic CRM. A brokerage conversion engine.
The difference is operational judgment. VantixOS helps broker teams see which leads deserve attention, which sources create revenue, and which follow-ups are slipping before they become lost pipeline.
Broker-specific routing
Explainable AI priority
Partner source visibility
Manager-ready accountability
Generic CRM
Stores contacts and asks teams to log activity.
VantixOS
Detects delayed follow-up, source quality, and owner accountability.
Manual queues
Managers decide priority from stale notes and scattered inboxes.
AI queue
Ranks the next best action with score, reason, owner, and SLA context.
Static reports
Leadership sees pipeline totals after the revenue risk has already moved.
Revenue command
Surfaces conversion leakage, partner influence, and execution gaps while action is still possible.
How it works
From messy lead intake to accountable revenue execution.
Every step is structured for broker teams that need fast movement, clean ownership, and leadership visibility.
Capture
Import, enrich, deduplicate, and route leads from campaigns, referrals, IBs, forms, and spreadsheets.
Prioritize
Score intent, source quality, recency, stage delay, and value so managers know what needs attention.
Engage
Prepare compliant WhatsApp and email follow-ups with owner, SLA, approval, and activity history visible.
Convert
Measure movement, partner influence, recovered follow-ups, source ROI, and team execution in leadership reports.
Explainable AI
AI that tells brokers what to do next and why.
Every recommendation exposes the signal behind the score, the suggested action, and the responsible owner. Managers keep human approval in control.
Source quality
Engagement recency
Owner discipline
Revenue fit
Priority Queue
Explainable next actions
Arjun Mehta
94%Assign senior owner
Priya Nair
88%Send WhatsApp follow-up
Karan Joshi
81%Review partner source
Neha Singh
76%Escalate overdue SLA
Integrations
Connect the tools your brokerage already uses.
Support lead imports, outreach channels, team workflows, reporting, and back-office handoffs without creating another disconnected dashboard.
Google Sheets
Telephony
Back office
Open API
Control and compliance
Enterprise controls for regulated broker operations.
Broker teams need speed, but leaders also need clean data, controlled access, and traceable execution.
Role-based access
Keep staff focused on the records and workflows they own.
Audit trail context
Review ownership, status changes, outreach decisions, and execution history.
Consent-aware outreach
Support controlled WhatsApp, email, call, and campaign follow-up flows.
Social proof
Designed for leaders who manage revenue discipline.
A premium CRM landing page should earn trust before asking for the demo. These proof points speak to the operational buyers who need control and conversion.
“The biggest change was focus. Our team stopped debating which lead mattered and started acting on the highest-risk opportunities first.”
“VantixOS gave us a clean view of source quality, delayed follow-up, and partner influence without forcing managers into spreadsheets.”
“The AI queue is practical. Every recommendation shows the reason, owner, and action, so coaching conversations are much sharper.”
Pricing
Simple plans for broker teams at every stage.
Start with the operating layer you need today, then scale into advanced AI workflows, integrations, and governance.
Individual Trial
For individuals, managers, and decision-makers who want to test VantixOS before committing.
14-day free trial
Full admin access
Up to 200 leads
AI features included for first 7 days
No credit card required
Ideal for product evaluation
Starter
For small brokerage teams, IB teams, and early-stage sales operations.
Up to 2,000 leads
Up to 5 users
Lead management
Pipeline tracking
WhatsApp and email-ready workflow
Basic reporting
Audit activity overview
Growth
For growing brokerage sales teams that need AI-assisted conversion and team management.
Up to 20,000 leads
Up to 25 users
AI lead scoring
AI follow-up recommendations
Conversation Hub
Team performance analytics
Role-based permissions
Priority support
Professional
For medium-sized brokerages and multi-team sales operations.
Up to 100,000 leads
Up to 100 users
Advanced AI sales assistance
Call center module-ready structure
Workflow automation
Advanced reporting
API access-ready structure
Enhanced security controls
Enterprise
For large brokerages requiring scale, white-labeling, custom integrations, and enterprise security.
Unlimited leads
Unlimited users
White-label options
Custom integrations
Dedicated onboarding
SSO-ready structure
Advanced audit logs
Enterprise support
Individual Trial is designed for product evaluation. Usage limits apply. AI access is included for the first 7 days of the trial.
FAQ
Answers for sales, operations, and leadership.
What makes VantixOS different from a CRM?
Generic CRMs store activity. VantixOS turns broker activity into prioritized execution across leads, partners, campaigns, follow-ups, and revenue visibility.
Can it work beside our existing systems?
Yes. VantixOS can operate as the main broker operations platform or as a command layer for intake, outreach, routing, source quality, and reporting.
How does AI lead scoring work?
The score considers source quality, engagement recency, role fit, response patterns, owner discipline, and pipeline movement to recommend the next best action.
Can managers audit follow-up?
Yes. Managers can review ownership, SLA status, overdue movement, activity history, and AI-generated recommendations from the same operational view.
How fast can we go live?
Most teams follow a staged launch: import leads, configure stages, assign roles, connect outreach, then activate AI queues and reporting.
Is our data controlled?
The platform includes role-aware access, audit context, structured records, and operational controls designed for enterprise broker teams.
Start trial
Start Your 14-Day VantixOS Trial
Evaluate the CRM, pipeline tracking, and AI-assisted sales workflows before purchasing.
Full CRM Access
Unified Lead Management
Pipeline Tracking
AI Features Included For First 7 Days
Up To 200 Leads
No Credit Card Required