Apex Suite AI

About Apex Suite AI

Deep Dive with Clara AI

Apex Suite AI is an AI-powered business operating system that automates lead follow-up, conversations, and booking so businesses stop losing opportunities. Instead of juggling separate apps for CRM, marketing, follow-up, and automation, everything lives in one connected system: lead generation feeds the Smart CRM, the Smart CRM feeds follow-up, follow-up is powered by AI, and analytics show what's working. Users need it because disconnected apps create gaps, and gaps are where leads get lost. Apex Suite is built for solo professionals, business owners, sales teams, and corporate departments alike — no specific industry, title, or background required. Key features include a full Smart CRM, a Lead Generation Engine that extracts and imports leads automatically, the 15-Point Follow-Up System, an AI Sales Chatbot that engages visitors 24/7, an AI Content Generator for social posts, emails, and ad copy, and an AI Business Coach offering real-time strategic guidance. Higher plans add AI Lead Scoring, AI Lead Research, a Smart Page & Funnel Builder, and an Automated Webinar System.

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Pricing

Free Trial Not Available
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)
Individuals

API Support

Not available

Modes of Support

Business Hours

Apex Suite AI Features

Show Feature Explanation

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CRM Features

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

List Management

Enables management of multiple lists and communications with them

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Marketing Automation Features

Website Visitor Tracking

This feature allows you to analyze and understand the behavior of your website visitors.

Lead Nurturing

Timely following up with your leads in order to convert them into a prospective customer.

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Landing Pages

Enables you to create an attractive platform where your subscribers will be directed to upon clicking on a link in the email

Email Drip Campaigns

An email drip campaign helps you automatically send a series of emails at regular intervals.

Channel Management

It is the process that assists businesses to develop various marketing strategies and techniques in order to reach out to the potential customer base as much as possible.

Campaign Segmentation

A feature that helps to acquire more leads by evaluating anonymous website visitors along with their buying needs, preferences, and loyalty.

Analytics (ROI Tracking)

ROI (Return on Investment) evaluates the profitability of your expenditure on a marketing program and identifies the most effective campaigns to drive revenue.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Multivariate Testing

Allows testing different variations of multiple webpage elements to find the best one among them

Lead Generation Features

Scheduled Alerts

Notify you of tasks like follow-up activities and new leads that have entered the system.

Lead Source Tracking

Helps to track the marketing channel or source of every individual website visitor.

Visitor Insight

Insight into on-site visitor behavior to get a full understanding of what interests them.

Lead Segmentation

Leads are categorized by name, site behavior, campaign parameters, geo-location, etc.

Lead Database

A database that includes the contact details for prospects and businesses

Lead Capture

Provides webhooks and integrations to capture lead information

Reports

Comes with reporting capabilities and features custom pre-built reports

Contact Import-Export

Helps to input and share important contacts from the application with others

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Email Scrapper

Extracts email addresses from business websites, local directories, review sites, etc. and add them automatically to lead list

Technology Tracking

Identify new targets by finding accounts that use specific technologies.

Workflow Automation Features

Workflow Configuration

Configures flow of work in a systematic manner

Business Process Automation

Allows automatic handling of business processes

Third-party Integration

Offers synchronization with third-party applications

Calendar Management

Helps viewing deadlines, upcoming events, handle or add new appointments, etc

Compliance Tracking

Helps in tracking and monitoring and auditing all the regulatory compliance requirements

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Mobile Access

Allows accessing the software and product/service related information from a mobile device

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

Lead Capture Features

Multi-channel Capture (Web, Chat, Social)

Automation & Workflow Triggers

Integration with CRM & Marketing Tools

Lead Qualification & Scoring

Data Collection & Storage

Lead Capture Forms & Landing Pages

Reporting & Analytics

Real-Time Alerts & Notifications

Apex Suite AI Pricing

Free Trial

Not available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

MONTHLY YEARLY

Organize $399.90 $39.99

Core System:

Built for people who want structure, clarity, and a calmer workday:

Smart CRM & Contact Management — organize your contacts, track relationships, and keep every conversation in one place
Daily Action Plan + Calendar & Task Tracking — know exactly what to do each day and never lose sight of what matters
Follow-Up Management + Closure Ratio Tracking — track who you've contacted, who needs follow-up, and how often your outreach turns into results
Link-in-Bio Page Builder — a clean, professional landing page for your links (AI Sales Chatbot unlocks at the Operate Plan)
Built-In Training Center — learn the system at your own pace with guided resources

Built-In Email Capacity

100 outbound emails per month — one-to-one, sent directly from inside the platform.

AI Engine

50 Usage Units per month. Usage units power every AI feature inside Apex Suite — 1 AI generation uses 1–3 usage units, shown above each feature for clarity. Your AI capabilities include:

AI Business Coach— get real-time business coaching on how to reply to leads and clients, plus strategic guidance on sales, marketing, leadership, pricing, cash flow, and more
AI Content Generator — access all content types from one dropdown: social posts, emails, bios, blogs, scripts, and more
AI Writing Capabilities — polish, rewrite, and strengthen anything you create

Not Included at This Level

Lead extraction, 15-Point Follow-Up System, social media posting & scheduling, Link-in-Bio AI Sales Chatbot, Teleprompter, and AI Advisors — those unlock with Operate.

Best For:

People who want clarity, structure, and a calmer workday — with AI support to help them create, not just organize.

Start Free Trial

Operate $999.90 $99.99

Includes everything in Organize, plus:

Lead Generation Engine

Extract up to 300 new leads per month with automatic Smart CRM import — your leads flow directly into your system, organized and ready for follow-up. You're no longer waiting for leads. You're generating them.

AI-Powered Automation

Features that work on your behalf — so leads, visitors, and followers stay engaged even when you're not online.

Link-in-Bio Page Builder with AI Sales Chatbot — a clean, professional landing page with a fully trained AI chatbot that handles conversations, qualifies leads, and keeps visitors engaged 24/7
Social Media Posting, Scheduling & Weekly Algorithm Updates — plan, schedule, and stay consistent with weekly intelligence on the best days and times to post per platform
15-Point Follow-Up System — 15 structured reminders delivered to your calendar so you always know who to follow up with and when. No lead goes cold because you'll never lose track of the timing.

AI Advisors

Specialized AI that works inside your portal to guide your decisions and strengthen how you execute.

2 Fully Trained AI Advisors — choose from 5 specialties: Sales Advisor, Marketing Advisor, Social Media Advisor, Automations & Systems Advisor, and Growth & Analytics Advisor. These specialized AI advisors work inside your portal to guide your decisions, draft your responses, and help you navigate the specific challenges of each area.

Features for Consistency

Built-In Teleprompter — create and deliver video content confidently without memorizing scripts
Smart Lead Extraction Training — your AI advisor trains you how to identify and adapts as social algorithms shift weekly

Built-In Email Capacity

500 outbound emails per month — drafted and optimized with AI, trackable inside your Smart CRM. Structured outreach with professional execution.

AI Engine

750 Usage Units per month powering chatbot conversations, content generation, AI lead summaries, campaign drafting, video scripts, sales page copy, and marketing emails. More AI capacity. More execution.

Not Included at This Level

AI Lead Scoring & Prioritization, AI Lead Research, AI Ad Script Generator, Smart Page & Funnel Builder, and Automated Webinar System — those unlock with Scale.

Want the system to handle your outreach automatically? Messaging Infrastructure is an optional upgrade that powers automated email and SMS — turning your follow-up reminders into automated sends, your lead generation into active campaigns, and your communication into a system that runs in the background.

Best For:

People who want to enhance their day-to-day with AI support, consistent lead generation, and systems that keep outreach on track.

Start Free Trial

Scale $2,499.90 $249.99

Includes everything in Operate, plus:

Expanded Lead Generation

Extract up to 2,000 new leads per month with advanced processing and routing — so leads don't just come in, they get organized and directed automatically based on how you've configured your system.

Smart Page & Funnel Builder

Build high-converting pages and complete funnels in minutes using 50+ customizable templates and 10 ready-to-launch funnels. Every page and funnel includes a built-in analytics dashboard showing exactly how visitors interact with your content and where your leads, bookings, and sales come from. Track page views, unique visitors, conversion rates, leads generated, sales, form submissions, appointment bookings, and funnel drop-off points.

Scale also includes a fully customizable AI chatbot that can be deployed on any page or funnel you build — and on your own external website. It runs conversations, handles objections, and moves visitors toward a decision 24/7.

Automated Webinar System

Create and host automated webinars that look and feel live — with fluctuating attendee counts, an embedded chatbox, and CTA buttons for purchasing, joining, or booking. Full analytics track when each viewer starts watching, stops, drops off, and converts. Replaces what used to require a $200/month third-party tool.

Advanced AI

Deeper AI that analyzes, researches, and generates — so you execute on insight, not guesswork.

AI Lead Scoring & Prioritization — your hottest leads surface first. The system scores contacts based on behavior and engagement signals so you work the most likely-to-convert leads first.
AI Lead Research — background intel pulled automatically before outreach, so you walk into every conversation with context instead of guessing
AI Ad Script Generator — ready-to-run ad copy built around your actual offers, generated in seconds

AI Advisors

Specialized AI that works inside your portal to guide your decisions and strengthen how you execute.

3 Fully Trained AI Advisors — choose from 5 specialties: Sales Advisor, Marketing Advisor, Social Media Advisor, Automations & Systems Advisor, and Growth & Analytics Advisor. These specialized AI advisors work inside your portal to guide your decisions, draft your responses, and help you navigate the specific challenges of each area.

Built-In Email Capacity

1,000 outbound emails per month — one-to-one sending within defined limits, trackable inside your Smart CRM.

AI Engine

2,500 Usage Units per month — built for high-volume AI execution across every feature, advisor, and chatbot in your account.

Priority Support

Top-tier customer support with priority response handling and a priority AI generation queue. Your requests move to the front of the line.

Want the system to handle your outreach automatically?

Messaging Infrastructure is an optional upgrade that powers automated email and SMS — turning your follow-up reminders into automated sends, your lead generation into active campaigns, and your communication into a system that runs in the background.

Best For:

People who want AI handling execution, advanced insights driving decisions, and systems built to run at scale.

Start Free Trial

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