Features

CoreCNX features: a CRM where the unified timeline is the point.

Contacts, pipeline, email, tasks, reports, enrichment: the basics of a real CRM, all built around one source-tagged event stream. Every door knock, every text, every chatbot lead lands on the same contact in chronological order. Below: the six things you'll spend most of your time in.

What's in the box

Six features. The first is the one that matters.

The unified timeline is the differentiator. The other five are the table stakes (pipeline, email, tasks, reports, enrichment) done well, in a clean idiom, sharing one contact record.

/01, FLAGSHIP

Unified timeline

One contact, every event. Source-tagged with suite color dots. Door knocks, SMS replies, chatbot leads, email opens, donations, manual touches, all in chronological order.

See it →

/02, Move

Pipeline

Drag-and-drop stages with whatever vocabulary fits: donor tier, lead score, fundraising ladder, sales stage. Stage moves write to the timeline alongside everything else.

See it →

/03, Send

Email campaigns

Compose, segment, send. Opens and replies arrive via SendGrid webhooks and join the unified timeline in the same idiom as a door knock or SMS reply.

See it →

/04, Do

Tasks

Per-contact follow-ups, assigned to a teammate, dated and tagged. Auto-created by the suite when a chatbot escalates or a sequence completes.

See it →

/05, Read

Reports

Activity by source, conversion by stage, contact-rate trends, top-performing campaigns. Built around the questions a real director asks at the Monday meeting.

See it →

/06, Find

Enrichment

Phone, email, social, and firmographic lookups on every contact. Credits included on every paid plan. Top up if you burn through them, pay as you go.

See it →

/01 Unified timeline

The contact view that no other CRM in your category can produce.

Maria Santos has been a contact since April. Door-knocked twice, replied to two SMS asks, talked to Alma, opened three emails, and donated $25. Here's everything that's happened to her, in one place.

/A, THE CONTACT VIEW

One scroll. Every touchpoint.

Phone-first contact resolution means Beacon, CampaignCNX+, and Alma all write to the same record by phone number, with email as fallback. The result: a continuous timeline instead of three duplicate entries in three tools.

Cross-product timeline, source-colored
Filter by source, time, disposition, tag
Pinned facts: lead score, last touch, lifetime value
Custom fields per workspace
Quick actions: send SMS, queue email, log a call

CoreCNX contact detail for Maria Santos with a unified timeline showing door knocks from Beacon, SMS replies from CampaignCNX+, an Alma chatbot conversation, email opens, and a donation, color-coded by source product

The color system in practice

Every event tagged with where it came from.

The suite color dots aren't decoration. Every row on the timeline, every cell in a pipeline, every line in a report carries the source dot of the product that wrote it. You can read a contact's life at a glance.

Maria Santos · sample timeline

The same six dots used everywhere in the product. Beacon teal, CampaignCNX+ blue, Alma purple, email green, manual gray, CoreCNX indigo.

Beacon · Door knock: "supporter" APR 12
CampaignCNX+ · SMS sent: "Are you in?" MAY 03
CampaignCNX+ · Reply: "Yes, count me in" MAY 03
Alma · Chatbot: policy question MAY 09
Email · Opened "Town hall this Saturday" MAY 14
Email · Donated: $25 MAY 14
CoreCNX · Pipeline → "donor" MAY 14
Beacon · Door knock: "GOTV plus-one" JUN 02

CoreCNX dashboard with the live activity feed, every event tagged with a colored source dot, 18,742 contacts and five sources visible

/02, Pipeline

Drag through stages built around your program.

Donor ladder, lead temperature, volunteer-to-organizer pipeline, deal stages. Pick whatever fits. Drag a contact between columns; the move shows up on their timeline. Filter the board by source, score, or recency.

Custom stages per workspace
Drag & drop, keyboard navigation
Stage moves logged on contact timelines
Source / score / recency filtering
Bulk move, bulk tag, bulk export

CoreCNX pipeline view with custom stages and contacts arranged by status, filtered and color-coded by source product

/03, Email

Email campaigns that write back to the same timeline.

Compose, send, track. Opens and replies arrive via SendGrid webhooks and land on the contact's timeline in the same idiom as a door knock or SMS reply. No more "did Maria open the email" tab-switching.

Compose & schedule, segmentation by tag
Open / click / reply tracking via SendGrid
Per-campaign and per-contact metrics
Replies join the unified timeline automatically
Suppress opt-outs across the suite, not just one tool

CoreCNX email campaigns view showing send / open / reply metrics with per-campaign breakdowns

/04, Tasks

Follow-ups that come from the suite, not just from you.

Per-contact tasks assigned to a teammate, with a due date and a source. Most tasks aren't typed in by hand. They're auto-created when Alma escalates a conversation, when a sequence finishes, or when a pipeline stage flips.

Per-contact task list, assigned and dated
Auto-created from Alma escalations and sequence outcomes
Daily digest email of what's due
Bulk-assign by tag or pipeline stage
Closes the loop back onto the timeline

CoreCNX tasks list showing per-contact follow-ups assigned to teammates, with due dates and source tags

/05, Reports

Numbers your director will read.

Activity by source, conversion by stage, contact-rate trends, top-performing campaigns. Everything is exportable; webhooks fire when thresholds hit. Built around the questions a real director asks at the Monday meeting.

Source-attributed activity reports
Pipeline conversion by stage
Per-campaign engagement (SMS + email side by side)
CSV export and scheduled email digests
Threshold webhooks for anything you want to monitor

CoreCNX reports dashboard with source-attributed activity charts, pipeline conversion, and per-campaign engagement breakdowns

/06, Enrichment

Find phone numbers, emails, and firmographics in line.

Run a lookup on a single contact or a whole segment. Results land as new fields on the contact record and the lookup itself shows up as a timeline event. Credits included on every paid plan; top up if you need more.

Phone, email, and social lookups
Firmographic enrichment for B2B contacts
Bulk enrich a segment in one click
Credits included from $25/mo (Starter) to $750/mo (Enterprise)
Pay-as-you-go top-ups at $1/credit

CoreCNX enrichment view showing per-contact lookup results for phone, email, and firmographic data, with credit balance and history

Under the hood

One ingest endpoint. One contract. Everything else is the timeline.

Every product in the suite, plus SendGrid for email, plus your own systems via the REST API. All hit the same ingest endpoint. Same handshake, same matching rules, same timeline.

/01

Event arrives

Source product fires a signed webhook. POST /api/activity/ingest with a payload that names the source, the contact (phone or email), and what happened.

/02

Contact resolves

Phone-first match. Email fallback. Auto-create if neither exists. Across-product matching means three sources writing about the same person produce one timeline.

/03

Lands once

We check a unique source record ID before insert. The same event arriving twice (network retry, replay) still lands on the timeline once.

/04

Visible everywhere

The event shows up on the contact's timeline, in dashboards, in reports, in segments, within seconds. No pipeline, no batch job.

Try it on your data

Every feature you just read is in the 14-day trial.

Sign up, import a CSV, send a test webhook from your terminal. Watch it land on the timeline in seconds. Wire in a suite product when you're ready.

Start free trial → See the demo

Trial: 14 days, full access, no card
Sources: 5 native + REST API + webhooks
Onboarding: Real person, not a chatbot