Features

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

CoreCNX is a CRM (a shared database of your contacts and your history with them). Its contacts, pipeline (a board of stages showing where each contact stands), email, tasks, reports and enrichment are all built around one timeline. Every door knock, text and chatbot lead appears on the same contact record in date order, labeled with the product that recorded it.

What is included

Six features, led by the unified timeline.

The unified timeline is what sets CoreCNX apart. The other five features are the basics every CRM needs, done well and sharing one contact record.

/01, FLAGSHIP

Unified timeline

Door knocks, text replies, chatbot leads, email opens and manual entries for each contact, in date order, each marked with a colored dot for the product it came from.

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/02, Move

Pipeline

Drag contacts between stages you name to fit your work, such as donor tier, lead score or sales stage. Each change is recorded on the timeline.

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/03, Send

Email campaigns

Write an email, choose who receives it, and send it. SendGrid reports opens, clicks, bounces and unsubscribes through webhooks (automatic messages one system sends to another), and they appear on the timeline like any other event.

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/04, Do

Tasks

Follow-ups for each contact, with an owner and a due date. Your team adds them from the contact record or the task list.

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/05, Read

Reports

Activity by source, the number of contacts in each stage and how long they stay, built around the questions a director asks at the Monday meeting.

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/06, Find

Enrichment

Find missing phone numbers and email addresses, look up who owns a phone number, add demographic details, check that email addresses work, and check numbers against Do Not Call lists. Every paid plan includes lookup credits, and you can buy more as you go.

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/01 Unified timeline

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

Maria Santos has been a contact since April. Volunteers have knocked on her door twice, and she has replied to two text requests, talked with Alma and opened three emails.

/A, THE CONTACT VIEW

Every interaction in one view.

Because CoreCNX matches records by phone number first, then by email address, Beacon, CampaignCNX+ and Alma all add to the same contact record. You see one timeline instead of three duplicate entries in three tools.

Texts are sent through CampaignCNX+, and each text, reply and opt-out is added to the person's timeline. See how CoreCNX works as a CRM with text messaging.

One timeline across all products, colored by source
Filter the timeline by source
The lead score pinned at the top of the record
Custom fields for each workspace (your own account area)
Notes, tags, tasks, follow-up dates and file attachments on the record

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.

Each product in the suite has its own color. Every timeline row, pipeline entry and report line carries the dot of the product that recorded it, so you can read a contact's history at a glance.

Maria Santos · sample timeline

The same six colors appear everywhere: teal for Beacon, blue for CampaignCNX+, purple for Alma, green for email, gray for manual entries and indigo for CoreCNX.

Beacon · Door knock: "supporter" APR 12
CampaignCNX+ · SMS sent MAY 03
CampaignCNX+ · SMS reply MAY 03
Alma · Submitted info via chatbot: email MAY 09
Email · Opened "Town hall this Saturday" MAY 14
Email · Clicked link in "Town hall this Saturday" 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

Move contacts through stages built around your program.

Set up the stages that fit your work, such as donor levels, lead temperature, the path from volunteer to organizer, or sales deal stages. When you drag a contact to a new column, the change appears on that contact's timeline.

Custom stages for each workspace
Drag and drop, with keyboard navigation
Stage changes recorded on each contact's timeline
Filter the board by tag, and the contact list by stage or source
Move, tag or export many contacts at once

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.

Opens, clicks, bounces and unsubscribes appear on the contact's timeline like a door knock or text reply, so you do not need another tool to see whether Maria opened an email.

Write and send emails, and choose recipients by tag
Open, click, bounce and unsubscribe tracking through SendGrid
Results for each campaign and each contact
Opens and clicks added to the unified timeline automatically
Email unsubscribes and CampaignCNX+ text opt-outs (requests to stop receiving messages) recorded on the contact

CoreCNX email campaign view showing sends, opens, clicks and bounces for one campaign

/04, Tasks

Follow-up tasks your team can assign and track.

Your team adds tasks from the contact record or the task list, and gives each one an owner, a due date and a priority.

A task list for each contact, with an owner and a due date
Filter tasks by status, priority and owner, with overdue tasks marked

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

/05, Reports

Reports your director will use.

Reports cover activity by source, the number of contacts in each stage, and how long contacts stay in each stage.

Activity reports broken down by source
Contacts in each pipeline stage, and average time in each
Activity by type, week over week

CoreCNX reports dashboard with activity charts by source, pipeline conversion, and engagement for each campaign

/06, Enrichment

Find phone numbers, emails and demographic details from the contact record.

Lookup results are added as fields on the contact record, and each lookup is recorded on the timeline.

Phone number and email address lookups, including reverse phone lookups
Demographic details, email address checks and Do Not Call list checks
Look up a whole group of contacts in one click
Credits included from $25/mo (Starter) to $750/mo (Enterprise)
Extra credits at $1/credit, paid as you go

CoreCNX enrichment view showing lookup results for phone, email, and company data, with credit balance and history

How it works

One ingest endpoint, with the same rules for every suite product.

Beacon, CampaignCNX+ and Alma send their events to one ingest endpoint (the single web address where CoreCNX receives activity from the suite). Each event gets the same security check and matching rules, and goes to the same timeline. Email opens, clicks, bounces and unsubscribes come from SendGrid, and contacts you import are recorded on the timeline as well.

/01

Event arrives

The suite product sends the event to POST /api/activity/ingest, naming the source, the contact (by phone or email) and what happened. The request carries a private key that only the suite products hold, so CoreCNX accepts only genuine messages.

/02

Contact is matched

CoreCNX looks for the contact by phone number, then by email address, and creates one if neither matches. Sources that report the same person with the same phone number or email address add to one timeline.

/03

Recorded once

Before saving, CoreCNX checks the event's unique source record ID. If the same event arrives twice, for example after a network retry or a resend, it is recorded only once.

/04

Visible everywhere

Within seconds, the event appears on the timeline and in dashboards, reports and segments (saved groups of contacts). Events are handled as they arrive, not in later batches.

Try it on your data

Every feature on this page is included in the 14-day trial.

Sign up and import a CSV file of your contacts, and each contact's timeline starts with the import. Connect a suite product when you are ready, and its activity appears on the same timelines.

Start free trial → See the demo

Trial: 14 days, full access, no credit card required
Sources: 5 built in, plus the REST API and webhooks
Onboarding: Help from a real person, not a chatbot