Capture & Ingest
Records land in CEDX Forms already linked to the canonical customer, employee, or vendor ID.
Forms are scored twice: completion on every field, and spam on every submission. The logic map shows the exact edge where 18% of your demo requests walk away, and the ledger keeps the spam visible instead of pretending it never arrived.
"Consolidating onto CEDX eliminated four middleware connectors and cut our weekly forecast and close reconciliation fro..."
| Campaign / Journey Stream | Target Segment & ICP | Channel & Spend Owner | Attributed Pipeline | CAC Payback Signal | ROAS Multiplier |
|---|---|---|---|---|---|
| Q3 CFO Consolidation PlaybookCEDX Forms · Record #1040 | Enterprise Finance · 500+ Emp | L. Chen · Demand Gen | $3,480,000 | ● 4.2 mo Payback | 6.8x Pipeline |
| Executive Dinner Series NYCCEDX Forms · Record #1041 | C-Suite & VP RevOps | M. Brooks · Field Mktg | $1,920,000 | ● 3.1 mo Payback | 9.4x Pipeline |
| Paid Search · ERP AlternativeCEDX Forms · Record #1042 | High-Intent Technical Buyers | S. Gupta · Paid Media | $2,150,000 | ● 5.0 mo Payback | 5.2x Pipeline |
| Product-Led Sandbox NurtureCEDX Forms · Record #1043 | Self-Serve Trial Evaluators | A. Rivera · Lifecycle | $1,640,000 | ● 1.8 mo Payback | 11.2x Pipeline |
A required phone field after company size costs 28% of a contact form. That is not a hunch; it is an alert with the field named.
Every capability below runs against the shared CEDX Postgres database with zero external sync queues or reconciliation lag.
Describe the form (vendor intake with document upload) and fields assemble from the bank with order and required flags borrowed from the workspace's best-completion layouts. Tax ID, budget range and document upload arrive pre-flagged as high-drop. Deterministic demo, no live model. The screen says so.
The demo-request form, field by field: work email loses 1%, full name 2%, the phone question 3%, company name 6%, and the open use-case text area loses 18%. That edge is marked hottest on the map, with predicted completion of 54% for the form as drawn.
320 rows with channel, status, time-to-fill and spam score. An 18-second popup completion scores 48.9; a one-minute link completion scores 4. Partial stays partial, 53 in the sample, so follow-up has something to work with.
Every figure below is directly inspectable in the running CEDX Forms application workspace with zero synthetic projections.
Click any screen below to inspect how CEDX Forms moves from initial intake to verified cross-estate completion.
The health ring reads 81 (spam plus completion), and the alerts explain themselves: a disposable-email cluster on the contact form, 14 domains sharing a temporal pattern; the phone field dropping 28%; an orphan owner after an org rotation.
Because Campaigns, Journeys, Events, CRM, and Books share one database, every ad dollar is traced all the way to collected cash.
Records land in CEDX Forms already linked to the canonical customer, employee, or vendor ID.
Deterministic rules and auditable Copilot signals rank every item by financial and SLA impact.
Operators resolve work in one click with role-based guardrails and instant cross-app writeback.
Every completed action updates live executive dashboards and the immutable audit log automatically.
Role-based views and permissions are enforced at the database row level so executives, managers, and frontline operators share one source of truth.
Owns routing and owners: the orphan-owner alert is theirs to clear before a lead sits unrouted.
Reads per-edge drop like ad spend: the 18% edge gets fixed before the budget behind the form goes up.
Captures on QR and embed channels at booths and counters. The channels are rows in the same ledger as the homepage form.
CEDX Forms 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.
The campaigns whose spend drives the form traffic, with cost per lead on the budget line.
Completed submissions enroll straight into nurture paths, spam-scored first.
The route mix is the CRM's queue: new, routed, closed, and the 41 nobody worked.
The sections the forms live inside, scored by the same conversion lens.
"Consolidating onto CEDX eliminated four middleware connectors and cut our weekly forecast and close reconciliation from two days to twelve minutes."
"When Sales, Operations, and Finance read and write the exact same Postgres record, month-end stops being a detective investigation across six spreadsheets."
"Our operators actually enjoy opening the workspace. Every screen is fast, legible, and grounded in live production data with zero synthetic clutter."
Drag the seat slider to compare your current stitched stack (Marketo Measure + HubSpot Marketing Enterprise + 6sense + Braze) against running CEDX Forms natively on the unified CEDX estate.
Explore the live CEDX Forms workspace on canonical demo data at /app/forms, or book a 30-minute architecture session to map your first entity rollout.
Instant browser access to CEDX Forms pre-loaded with canonical demo records and connected across the 132-application CEDX estate.