Put Your CRM to Work
Explore Smarter Ways to Automate, Communicate, and Grow
Your CRM is more than a place to store contacts. Use it to follow up with leads, manage appointments, collect payments, automate conversations, reconnect with past clients, and keep your business moving with less manual work.
Documents + Automations
Send documents from your CRM and automate what happens next—from reminders and follow-ups to payments, onboarding, and team tasks.
Invoice + Payment Automations
Get paid faster with less manual follow-up by automating payment reminders, overdue notices, confirmations, and team updates—while keeping every client moving smoothly to the next step.
Audience Segmentation
Reach the right people with more relevant messages by organizing your contacts into meaningful groups—so your follow-up, campaigns, and automations are smarter, more personal, and more effective.
AI Voice Agents
Never miss a valuable call—let AI answer, qualify leads, collect details, book appointments, and start the right follow-up in your CRM when your team can’t.
AI Conversation
Respond faster and capture more opportunities with AI that can answer questions, qualify leads, collect information, and guide customers to the next step—even when your team is unavailable.
Turn WhatsApp into a smarter business channel by connecting conversations to your CRM—automate follow-up, reminders, bookings, and next steps so fewer opportunities get lost.
Calendars + Appointments
Save time and reduce no-shows by automating booking, confirmations, reminders, rescheduling, and follow-up—so every appointment moves smoothly from scheduled to next step.
Lead Follow-Up
Keep more leads from slipping through the cracks with timely, automated follow-up that keeps conversations moving, helps prospects take the next step, and brings your team in when a human touch matters.
Forms + Surveys
Capture the right information and automatically turn responses into action—from qualifying and segmenting contacts to triggering follow-up, routing requests, and starting the next step in your CRM.
Pipelines
See exactly where every opportunity stands, know what needs attention, and keep leads moving forward with automated stage updates, follow-up, tasks, and next steps.
Client Reactivation
Unlock more revenue from the contacts already in your CRM by re-engaging old leads, past clients, and lost opportunities with targeted campaigns that restart conversations and bring them back into your pipeline.
GetIDX is operated by Intelligent Digital eXperience, formerly Imagine Digital eXpressions and previously known online as IDX.Marketing. We now specialize in CRM systems, lead follow-up, and automation support for growing businesses.
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8865 Commodity Circle Ste 14-101
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(321) 321-9222
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© 2026 IDX. All Rights Reserved.