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Overview Pipeline Accounts Workflow & Tour Operators TCO Model 14-Day Sandbox Live build ↗
SALES & CRM CEDX CRM · Sales & CRM · crm.cedxsystems.com

The account record that argues back.

Most CRMs store what a rep typed. This one grades it: every deal carries idle days and slip risk, every account carries a health score, and the forecast shows what moved since the week you locked it.

Open live CEDX CRM -> Inspect 4-screen build tour
$36.1M open pipeline 80% quota attained QTD 73 deals at risk Zero-ETL Shared Postgres Record
CEDX CRM Enterprise Architecture Briefing
CEDX CRM · $36.1M open pipeline

"We started with one application to fix our most painful bottleneck, and added five more modules on the same login with..."

Arjun Patel · SVP of Global Operations · Keystone Logistics · 0.01s Canonical Sync
CEDX CRM reads and writes the exact same canonical Postgres record as CEDX Pipeline, CEDX Quotes, and CEDX Conversations with zero third-party webhooks.
🔒 https://crm.cedxsystems.com/workspace/live
CEDX CRM · Overview (The quarter on one screen, warts included)
crm.cedxsystems.com · 01 Overview · Live Canonical Dataset
● Overview Active · 0.011s Sync Open /app/crm ↗
OPEN PIPELINE
$36.1M
275 open deals in view
QUOTA ATTAINED QTD
80%
$3.29M won of $4.15M
DEALS AT RISK
73
slip ≥ 55% on the quota card
PIPELINE COVERAGE
44.3×
open versus remaining quota
Account & Opportunity Commercial Structure Owner & Territory ARR / Contract Value Execution Signal Health Score
Meridian Logistics CorpCEDX CRM · Record #1040 3-Yr Ramp + Usage Tier E. Vance · Enterprise NA $420,000 ● Active Review 94 / 100
Atlas Cold Chain GroupCEDX CRM · Record #1041 Multi-Entity Master MSA M. Vance · Mid-Market $285,000 ● Legal Redline 88 / 100
Harbor Retail HoldingsCEDX CRM · Record #1042 180-Store POS + CRM Expansion S. Chen · Strategic West $640,000 ● Commit Locked 97 / 100
Keystone Industrial LtdCEDX CRM · Record #1043 Annual Renewal + CPQ Add-On D. Okafor · EMEA North $195,000 ● Auto-Approved 91 / 100
✦ CEDX CRM Copilot · Meridian Logistics Corp
Overview Verified
Open pipeline $36.1M across 275 deals, won QTD $3.29M of a $4.15M quota (80% attained on the ring), with 73 deals flagged at risk, slip ≥ 55%. The stage bars tell their own story: 66 in Proposal against 48 in Commit.
CEDX CRM operator workspace in natural daylight
FIELD DOCUMENTARY · SALES & CRM

A forecast that remembers what you called

The riskiest deal in the demo workspace is not hidden in a report. It is the first alert on the Overview: slip risk 95%, no activity in 18 days, $420K, on the front page.

CAMERA: CANON EOS R5 · 35MM F/1.4 · NATURAL DAYLIGHT ESTATE ROUTE: /APP/CRM
CORE CAPABILITIES · CEDX CRM

Three architectural jobs CEDX CRM gets right on one record.

Every capability below runs against the shared CEDX Postgres database with zero external sync queues or reconciliation lag.

01 · SALES & CRM FOUNDATION

A forecast that remembers what you called

The Forecast screen locks the number weekly. W5 through W8 sit side by side, marked LOCKED, with commit at submit and the delta since: +$1.4M row, +$480K versus prior. Nobody quietly edits history, because last week's call is still on the screen.

✓ Commit $6.98M · best case $22.1M · pipeline $13.9MVerified
✓ Gap after commit printed as a card: $0Verified
✓ Category stack: closed, commit, best case, pipelineVerified
02 · LIVE EXECUTION

Accounts with a health score, not a mood

180 accounts with segment, status, open pipeline, deal count, health, owner and last touch on one row. The score is a number you can sort by; the red 43 sits between two green 82s. The segments filter with chips: Enterprise, Mid-market, Growth.

Accounts with a health score, not a mood
CEDX CRM Live Telemetry ● $36.1M open pipeline
03 · DETERMINISTIC GOVERNANCE

Risk alerts that arrive root-caused

The Overview does not say “pipeline looks soft”. It says: slip risk 95%, no activity in 18 days on a $420K negotiation; champion silent 26 days on a $255K deal; 14 activities overdue on this team. Symptom, cause and the fix, priced in dollars.

✓ Slip risk scored per deal on the radar tableActive
✓ Idle days as a first-class column, red at 16d+Active
✓ Root-caused alerts: symptom → cause → fixActive
04 · VERIFIED DEMO DATASET METRICS

What the live CEDX CRM build looks like when you open /app/crm.

Every figure below is directly inspectable in the running CEDX CRM application workspace with zero synthetic projections.

OPEN PIPELINE
$36.1M
275 open deals in view
QUOTA ATTAINED QTD
80%
$3.29M won of $4.15M
DEALS AT RISK
73
slip ≥ 55% on the quota card
PIPELINE COVERAGE
44.3×
open versus remaining quota
4-SCREEN RUNNING BUILD TOUR

Four screens captured from crm.cedxsystems.com, in the order operators run them.

Click any screen below to inspect how CEDX CRM moves from initial intake to verified cross-estate completion.

01 OVERVIEW
The quarter on one screen, warts included
Open pipeline $36.1M across 275 deals, won QTD $3.29M of a $4.15M quota (80% attained on the ring), with 73 deals flagged at risk, slip ≥ 55%. The stage bars tell their own story: 66 in Proposal against 48 in Commit.
02 PIPELINE
Every deal, with the days it has sat still
The deal list carries stage, amount, probability, owner, close date and IDLE on every row, and idle is the column that matters: a $420K negotiation at 18 idle days sorts above a healthy one. 114 deals changed this week; that is a tab, not a guess.
03 ACCOUNTS
The book of business, scored
180 accounts in the workspace, 80 of them customers with ARR, carrying $16.2M of open pipeline between them. Each row shows segment, status, pipeline, open deal count, health, owner and last touch. The account you have not called since June is visible from the list.
04 FORECAST
Call it, lock it, then watch it move
Closed won QTD $3.29M, commit $6.98M, best case $22.1M inclusive of commit, earlier-stage pipeline $13.9M. Commit-at-risk lists the deals idle ten days or more inside Commit, the ones most likely to embarrass the call.
01 OVERVIEW · CRM.CEDXSYSTEMS.COM

The quarter on one screen, warts included

● Live Screen Capture

Open pipeline $36.1M across 275 deals, won QTD $3.29M of a $4.15M quota (80% attained on the ring), with 73 deals flagged at risk, slip ≥ 55%. The stage bars tell their own story: 66 in Proposal against 48 in Commit.

✓ Won QTD $3.29M of $4.15M quota · 80% attainedVerified in /app/crm
✓ Coverage 44.3× open versus remaining quotaVerified in /app/crm
✓ 58 qualify · 52 discovery · 66 proposal · 51 negotiation · 48 commitVerified in /app/crm
The quarter on one screen, warts included
OPERATING CADENCE · SALES & CRM

How CEDX CRM runs across the week, in the exact order work happens.

Every opportunity, pricebook ramp, signed order form, and commission ledger entry shares one primary key in Postgres.

STAGE 01

Capture & Ingest

Records land in CEDX CRM already linked to the canonical customer, employee, or vendor ID.

STAGE 02

Score & Triage

Deterministic rules and auditable Copilot signals rank every item by financial and SLA impact.

STAGE 03

Execute & Approve

Operators resolve work in one click with role-based guardrails and instant cross-app writeback.

STAGE 04

Reconcile & Report

Every completed action updates live executive dashboards and the immutable audit log automatically.

OPERATOR WORKSPACES · WHO RUNS CEDX CRM

Three roles open CEDX CRM every day. Each sees the exact surface they own.

Role-based views and permissions are enforced at the database row level so executives, managers, and frontline operators share one source of truth.

Account executive using CEDX CRM

Account executive

Works the deal list by idle days, not by memory. The 18-day negotiation on the Overview is theirs to un-stick this week.

● idle 18d · $420K
Account management using CEDX CRM

Account management

Watches health scores and last touch across the 80 customer accounts. The red 43 gets a call before renewal, not after.

● health 43 · 80 customers
Sales leadership using CEDX CRM

Sales leadership

Calls the number on Friday and locks it. Next Friday the delta is on the same screen, so the conversation is about what moved, not whose spreadsheet is right.

● W5 to W8 · locked
ONE CANONICAL RECORD ACROSS 132 APPLICATIONS

Quote-to-Cash Without the Middleware Tax

CEDX CRM is not an isolated point tool. It reads and writes the exact same customer, ledger, and identity records as the rest of the CEDX software estate.

CONNECTED MODULE 01 Open /pipeline/ ->

CEDX Pipeline

The same deals, seen as a motion problem: stage throughput, velocity targets and aging. The RevOps view of this record.
CONNECTED MODULE 02 Open /quotes/ ->

CEDX Quotes

A quote is built from the account's price book, and its discount and margin guardrails land back on the deal.
CONNECTED MODULE 03 Open /conversations/ ->

CEDX Conversations

The threads behind the idle column: email, call, meeting and message touches against the same deal.
CONNECTED MODULE 04 Open /commissions/ ->

CEDX Commissions

When the deal closes, the credited amount and rate on the commission line trace back to this record.
ARCHITECTURAL PROOF · OPERATOR PERSPECTIVES

Why enterprise operators replace stitched SaaS stacks with CEDX CRM.

"We started with one application to fix our most painful bottleneck, and added five more modules on the same login without a single migration project."

Arjun Patel
Arjun Patel
SVP of Global Operations · Keystone Logistics

"Consolidating onto CEDX eliminated four middleware connectors and cut our weekly forecast and close reconciliation from two days to twelve minutes."

Marcus Vance
Marcus Vance
Chief Revenue Officer · Meridian Systems

"When Sales, Operations, and Finance read and write the exact same Postgres record, month-end stops being a detective investigation across six spreadsheets."

Elena Rostova
Elena Rostova
Chief Financial Officer · Northline Group
LIVE TCO & CONSOLIDATION MODEL · SALES & CRM

Stop paying five vendors to re-sync the same sales & crm record.

Drag the seat slider to compare your current stitched stack (Salesforce Sales Cloud + CPQ + Clari + Outreach + Xactly) against running CEDX CRM natively on the unified CEDX estate.

Organization Seats 250 seats
25 seats 500 seats 1,250 seats 2,500 seats
Legacy Stitched Stack
Salesforce Sales Cloud + CPQ + Clari + Outreach + Xactly
$1,380,000 / yr
CEDX CRM + Full Estate Bundle
All 132 applications · Canonical Postgres · Unlimited Copilot
$267,000 / yr
Verified Annual Hard Savings
Plus 0 middleware sync failures
$1,113,000 / yr
TECHNICAL & PROCUREMENT FAQ · CEDX CRM

Questions operators and architecture teams ask before piloting CEDX CRM.

01 Is the software on this page real? +
Yes. Every screenshot is a capture of the running build and you can open the same build at /app/crm . It runs on demo data. The workspace named in the chrome is the demo tenant, not a customer.
02 Where does slip risk come from? +
From the record itself: days idle, stage age, overdue activities and silent threads. The Overview alert for the riskiest deal spells it out: slip risk 95%, no activity in 18 days. You can check the arithmetic instead of trusting a colour.
03 Can the forecast be edited after it is called? +
The weekly locks say no. W5 through W8 sit side by side marked LOCKED with commit-at-submit and the delta since, so last week's call survives this week's optimism.
04 How is this different from keeping deals in a spreadsheet? +
The spreadsheet knows what you typed. The record here knows what happened: 114 deals changed this week, idle days accumulate whether or not anyone logs them, and the account health score moves on activity, not on opinion.
05 Is CRM audited or certified? +
No certification has been issued. What we can evidence about hosting, encryption, tenant isolation and production access is written up on the security page .
LIVE SANDBOX · ZERO MIDDLEWARE · NO CARD REQUIRED

CEDX CRM is running right now. Open it and inspect the record.

Explore the live CEDX CRM workspace on canonical demo data at /app/crm, or book a 30-minute architecture session to map your first entity rollout.

Open live CEDX CRM (/app/crm) -> Book an estate architecture map