Artificial Intelligence
Intelligent workspace
Centralised intelligence for financial operations
Financial agents
Autonomous agents for financial workflows
Secure ecosystem
Institutional security for financial systems
Trusted by industry
Proven by leading financial organisations
Financial Intelligence
Most CRMs record activity. K3X understands outcomes. It listens, knows what changed, and makes the next move.
K3X is an operator that reads the room, spots what shifted, and moves the deal forward — before your reps even open the tab.
Adaptable Infrastructure
K3X is the first CRM that runs on prompts, not clicks.
Workflows
Describe the outcome. K3X handles the steps.
Reports
Dashboards build themselves. No SQL, no admin tab.
Prioritization
The next call, already picked. Always the right one.
Integrated Solution
Seamless integrations
Connect seamlessly with your existing providers and file systems. Enhance workflows by interacting with your data sources.
Enterprise Ready
Made for modern revenue teams and sales organizations
Built to support regulated sales teams with security, control, and AI guardrails across every deal.
Tailored workflows
Configure workflows around your playbooks and stages — not the other way around.
SOC 2 & compliance
Continuously audited and tested. SOC 2 Type II, GDPR, and CCPA, out of the box.
AI guardrails
Set what your agents can and can't do. Role-based rules on every workflow.
Roles & permissions
SAML SSO, granular roles, and territory-based data access across teams.
A2P 10DLC ready
Built-in compliance for email and SMS at scale. TCPA, DNC, and carrier requirements
End-to-end encryption
Encrypted in transit, at rest, and during AI inference. Your data stays yours.
Prompt to Action
Everything you need to run every deal
Pipeline, research, and execution in one place. Teams act on what matters and never on what's overdue.
Every deal, contact, and conversation in one place
Centralize your pipeline, inbox, and call history into a single workspace — so reps always have full context, and nothing slips between tools.
Instant research on every lead and account
Pull intel from your CRM, the web, and your tech stack in seconds. Walk into every call already informed — no manual digging required.
AI agents that run your workflows for you
Describe the outcome you want. K3X agents handle follow-ups, pipeline updates, and routine moves — continuously, and in your voice.
Industry Trust
Why investors and teams trust our platform
Trusted by investors and teams for reliable intelligence, secure workflows, and consistent performance at scale.
K3X gave us clarity and control over our entire pipeline. We're moving faster, missing less, and closing more — without adding complexity.
Vivian Capital Group
Moe Shor, CEO
K3X removed the operational noise from our delivery process. Everything reflects real work in real time now, and our team focuses on growth.
CodeGeeks Solutions
Oleg Tarasiuk, CEO
Our sales team was spending half their day on admin work. Now they're talking to customers and closing deals. Our close rates have skyrocketed.
Wisdms
Mykyta Samusiev, Founder at Wisdms
K3X cut our follow-up time by 70% and tripled our response speed. Our reps stopped juggling tools and started closing — that's the difference.
Ruby Capital Group
Mike Anderson, CEO
Transparent Pricing
Pricing that adapts to you
Pricing automatically scales with your growth and seasonal demand. You only pay when you're actively using the system.
The adaptive plan includes:
1000 AI credits included monthly
Unlimited system integrations
Easy analytics & reporting
Priority email & Slack support
Unlimited contacts & leads
Built-in email, calling & SMS
$20
Per Seat / Billed Monthly
Starter Plan: AI Essentials for Teams
Ideal for small teams looking to get started with AI Agents, this plan covers essential features to boost productivity and streamline workflows
We’re building a CRM that works the way people expect it to, not through menus, workflows, or complexity, but through intention. You tell it the outcome. The system figures out the work.
Mykyta Samusiev
Co-Founder & CEO
How much is manual work costing you every year?
Your team is drowning in work that shouldn’t exist. The problem was obvious. The solution didn’t exist. So we built K3X.
Number of employees
HOURS PER EMPLOYEE PER WEEK
Average hourly cost per employee
Include benefits and overhead?
Annual cost
*This calculation shows direct labor costs only. Most companies find their true cost is 20-30% higher when including errors and lost productivity.
Answering Questions
Everything explained to
help you move forward
All you need to know about the platform, pricing,
security, workflows, and team collaboration.
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