Compose your CRM.
LexisOS
LexisOS replaces the disconnected sales stack — CRM plus LinkedIn tool plus sequencer plus inbox plus calendar — with one workspace where every module shares the same records. Build a Kanban pipeline, prospect on LinkedIn through your own browser session, merge Gmail and Microsoft 365 into a single inbox, launch booking pages that auto-create Zoom links, and chain multi-channel outreach steps in a visual workflow builder — all with AI that drafts but never sends without your say-so.
Overview
One workspace. Every sales motion.
LexisOS is a composable sales platform built around four pillars: composable (shape the system to your business), reactive (detect signals and trigger workflows automatically), multi-channel (LinkedIn, email, SMS, and voice from one shared inbox), and warm & precise (AI drafts, a human approves — every time). Leads, Contacts, Deals, and Vendors live in a real CRM with custom fields, tags, and a Kanban pipeline. Modules are switched on per organisation so teams start lean and expand when ready.
LinkedIn prospecting runs through your own browser and your own logged-in session via a paired Chrome extension — not a scraper or headless browser. All ten LinkedIn actions are available, with admin-configurable daily and weekly caps enforced at claim time to keep activity inside LinkedIn's limits. A live LinkedIn DM inbox sits alongside your email inbox in the same three-pane view that merges Gmail, Microsoft 365, and any IMAP mailbox.
Every AI step in a workflow is approval-required by default. LexisOS drafts the email, LinkedIn message, or SMS, parks it in Drafts, and pauses the run at a waiting_approval state until a person edits, approves, or rejects it. Generation runs on Anthropic — bring your own API key or use the platform key with an admin-set monthly USD spend cap. The in-app assistant proposes the exact tool call and its arguments before anything executes.
LexisOS also exposes itself as an external MCP server with 248 registered tools across 24 categories, secured with OAuth 2.1 and PKCE. Connect it to Claude Desktop and operate the CRM — create leads, move deals, trigger workflows, merge duplicates — without opening the browser. Every write is audit-logged with a short-lived undo token. Confirmed integrations include Zoho CRM, HubSpot, Apollo, Hunter, Google Maps, Twilio, Zoom, Zoho Meet, and WordPress.
Features
What's inside
Everything you need to get the most out of the product.
Full CRM Core
Leads, Contacts, Deals, and Vendors as first-class record types with custom fields, tags, and a drag-and-drop Kanban pipeline board. Two-way sync with Zoho CRM and HubSpot.
LinkedIn Prospecting
All ten LinkedIn actions — profile visits, connection requests, messages, follows, and more — run through your own paired browser and logged-in session. Admin-set daily and weekly caps enforced at claim time.
Unified Email Inbox
Gmail, Microsoft 365, and any IMAP mailbox merged into one three-pane email client with threading, search, and deal-linked context. Linked to calendar and scheduling automatically.
Visual Workflow Builder
Drag-and-drop branching flows on a React Flow canvas — conditions, delays, a coloured minimap, and multi-channel send steps spanning email, LinkedIn, and SMS.
AI with Human Approval
Every AI-drafted email, LinkedIn message, or SMS sits in Drafts until a person approves. No step auto-sends. Bring your own Anthropic key or use a platform key with a monthly spend cap.
Scheduling & Booking Pages
Public booking pages with a mini-calendar and slot grid. Confirmed meetings auto-create Zoom or Zoho Meet links and sync two-way with Google Calendar and Microsoft 365 Calendar.
MCP Server for Claude Desktop
248 registered tools across 24 categories, secured with OAuth 2.1 and PKCE. Operate the CRM from Claude Desktop — create records, move deals, trigger workflows — with every write audit-logged.
PageLens Site Audit
A live, streaming site audit with an animated progress ring and a timestamped activity log. Scores Core Web Vitals, drafts AI-generated fixes, and can push an approved fix live to a connected WordPress site.
SMS, MMS & Voice
Twilio-powered SMS, MMS, and browser calling from within the LexisOS workspace on your own Twilio account. Send steps in workflows respect per-account daily and weekly action caps.
Reactive Signals
Detect LinkedIn role changes, company changes, and keyword mentions in posts, then fire a workflow automatically. Signal-triggered sequences start warm because they're based on real intent data.
Confirmed Integrations
Zoho CRM and HubSpot (two-way sync), Gmail, Microsoft 365, Google Calendar, Zoom, Zoho Meet, Apollo, Hunter, Google Maps, Twilio, and WordPress — every integration confirmed working, not on a roadmap.
Reports & Dashboard
KPI tiles with period-over-period deltas, a pipeline stage bar, an email funnel, and an AI-spend card — all in one rearrangeable dashboard with 7 / 30 / 90-day windows.
Get Started
Get started with LexisOS
Two ways to deploy — run PulseText as a standalone SaaS or install it into your Zoho CRM as an embedded widget. Pick whichever fits your stack.
Full platform access — no credit card required to get started.
Explore pricing, the full feature tour, and confirmed integrations.
Documentation & Resources
Want to learn more about LexisOS?
We're happy to walk you through the product, answer questions, or scope a custom rollout for your team.
Get In Touch