Let agents run your SuiteDash CRM for you
QX creates contacts, updates companies, and keeps your client records clean and current—so your team spends time on clients, not data entry.
Stop manually entering leads, chasing missing details, and untangling messy client records. Hand it to an agent.
Records that create themselves
New leads from email, forms or calls get logged in SuiteDash automatically—contact details, company info and custom fields filled in correctly, every time, with zero copy-paste.
Complete profiles, not stubs
Agents research each new contact and company, then fill in the blanks—website, industry, size, role, social links—so your CRM is actually useful when sales picks it up.
A CRM that stays clean
Duplicates get flagged and merged, stale clients surfaced for follow-up, and custom fields kept consistent—so reports stay accurate and nothing important slips through.
Suitedash
Real workflows, built for your team
Build complex workflows in minutes that chain SuiteDash together with the rest of your stack. Trigger them on specific events, on schedule, or on demand.
Sales: Turn inbound leads into clean CRM records
New lead emails in
Triggered in Gmail
Extract contact & company details
Agent step
Research the company online
Research step
Create the company record
in SuiteDash
Create the contact with role
in SuiteDash
Notify the account owner
Alert via Slack
QX agents can look up your CRM, create contacts and companies, keep records up to date—and a lot more
About Suitedash
SuiteDash is an all-in-one business platform combining CRM, client portals, project management, and invoicing in a single workspace. Trusted by thousands of small and mid-size firms, its open API makes it well-suited to automation—so client data, projects, and billing stay in sync without manual upkeep.
About QX Labs
QX is an AI agent platform that helps you build, run and scale AI across your team in a few clicks. Create agents that connect to your data and 1,000+ apps, building institutional memory that gets sharper every run. Then delegate tasks to them from where you already work—Slack, Teams, WhatsApp or email.
See SuiteDash working inside your stack
Want an AI co-worker that keeps your CRM clean and up to date? Book a demo call to discuss your use cases, or get started for free.
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