Reps take forever to prepare because the record is missing the context they need.
Codexo product concept
Give your sales team the research support your messy CRM is missing.
Are your sales reps spending too much time filling in missing information inside messy CRM data? Codexo Prospect Support turns incomplete records into account research, decision-maker context, scripts, and follow-up direction.
Prospect Support
Rep prompt
Enrich Apex Pool Service in Marietta, GA for a missed-call automation offer.
CompanyApex Pool Service
Marietta, Cobb County, GA
Pain angleLead capture gap
High-intent calls likely missed during route hours.
Output packet3 decision makers
35 minavg research block removed
5 outputsper enriched account
CRMcleanup and follow-up support
The sales problem
Your sales team is not always lazy. Sometimes they are starting with bad context.
Owners keep paying for tools, but the sales team still needs a clear reason to call.
Good leads go cold while reps research websites, guess pain points, and write follow-up from scratch.
Managers cannot tell if the team is slow because the lead is bad, the data is messy, or the next step is unclear.
Demo video
Watch a messy business record turn into a sales packet.
The loop shows the intended product motion: pick a business record, prompt the research assistant, and receive a quick business summary, SWOT snapshot, and next-step direction.
How it works today
The rep does not need perfect data. They need the next best action.
The offer is preloaded
Your company offer, strengths, proof points, and pain language are set once on the backend so every report knows how you fit.
The rep enters a business URL
The rep can start from an imperfect record or simply type the website for the business they want to research.
The report prints out
The packet returns business information, your company strengths, the prospect's SWOT snapshot, and where your offer fits into their puzzle.
The flow is ready to follow
The system gives the rep the email, text, phone script, voicemail angle, and multi-day order of operations.
Funnel path
Built so a post can turn into a tagged cleanup opportunity.
The website is now shaped around one action: capture owners who know their sales team is slowed down by messy records, then route that context into a follow-up path.
Post clicks into the funnel
The page explains the pain clearly: reps are stuck cleaning records, not selling.
The owner submits the cleanup problem
The form captures company context, record volume, team size, and the exact CRM mess.
The CRM creates the follow-up record
The account is tagged CRM Cleanup so the notification and sales workflow can take over.
What it does
A cleanup layer for the CRM records your reps avoid.
Fill in the missing context
Turn incomplete CRM records into useful company profiles, contact context, location details, revenue signals, and public business clues.
Build the sales packet
Convert raw research into a clean packet your reps can use before the call: pain angle, decision makers, scripts, and next steps.
Hand reps the play
Return InMail, email, SMS, phone script, and a recommended follow-up flow your team can work from immediately.
FAQ
Built for owners who need reps moving faster.
Why does this exist?
Because sales teams lose hours turning messy records into usable context. Prospect Support gives reps a prepared packet so they can spend more time touching leads and less time guessing what to say.
Who is the right fit?
Owner-led teams with a CRM full of incomplete or stale records, inconsistent follow-up, and reps who need stronger research support before calls.
How is it being used today?
It is being used as sales support: the offer is preloaded, a rep enters a business URL, and the system prints a report with business context, SWOT analysis, offer fit, scripts, and a follow-up flow.
How do I sign up?
Share your company, sales team size, CRM record volume, and the missing-data problem you want cleaned up first.
What happens after I submit the form?
Your request is routed into Codexo's CRM with a CRM Cleanup tag so it can trigger the follow-up workflow and keep the cleanup conversation organized.
Pricing
Pay for the number of reps using the system.
Plans are seat-based: $100/mo for 1 to 3 reps, $200/mo for 4 to 6, and $300/mo for 7 to 10. Your plan is monitored against the users in your account. When you add reps past your seat limit, you are prompted to move up to the next tier before the new seat is added.
1–3 reps
Starter
$100/ month
For small teams getting reps out of CRM cleanup.
- 1 to 3 reps using the system
- Account research packets and scripts
- CRM cleanup context and follow-up flow
- One account admin seat included
4–6 reps
Growth
$200/ month
For growing sales teams adding more reps.
- 4 to 6 reps using the system
- Everything in Starter
- Shared offer profile across the team
- Priority cleanup support
7–10 reps
Scale
$300/ month
For full sales floors running the system daily.
- 7 to 10 reps using the system
- Everything in Growth
- Account-wide script memory
- Hands-on onboarding
Pricing scales with the number of reps using the system. Add reps anytime — when your team passes your plan's seat limit, the dashboard prompts you to move up to the next tier.
Checkout
Start on the Starter plan
You can change plans on the next screen and upgrade anytime as your team grows.
Start here
Tell us what your reps are wasting time on.
Submit the cleanup context so Codexo can follow up with the best next step.
Demo first
The current build is a front-end demo, not a live enrichment engine.
The admin surface simulates the path: enter a prompt, watch the agent assemble research steps, edit the scripts, save preferences to memory, and review a lead packet. Live enrichment and long-term storage come after the flow is approved.
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