A quick walkthrough of how teams typically set up and use Cortox.
Sign up with your email or Google account. No credit card is required to start.
Bring in your existing customers and catalog by hand, or import a CSV/Excel file and let Cortox match the columns for you.
Build a proposal from your product catalog, send it to a customer, and track when it's viewed, approved or needs a revision.
Ask Cortox things like "which customers need attention this week" or "draft a proposal for [customer]" — it reads your data and acts on it.
Keep follow-ups on a Kanban board so nothing slips, and check the Reports page for a summary of how your business is doing.
Invite teammates from your account settings — they'll see the same customers, products and proposals, so everyone works from the same information.
We're working on in-depth documentation for every feature. Until it's published, our team is happy to walk you through anything — reach out via our contact page.