Product & Features

Built for APIs, Automations, and AI Agents.

We provide the relational database with a CRM schema. You bring the UI, the workflows, and the AI. It's the ultimate composable GTM stack.

Schema-flexible, not schema-bloated.

Every CRM implementation eventually turns into a "noodle pile" of custom objects and 200+ abandoned fields. Rex takes a different approach.

Core Entities: Contacts, Companies, Deals, and Campaigns are first-class, typed relational objects.
JSON Metadata: Need to track BANT qualification? Just push a JSON object to the Deal's metadata field. No database migrations needed.
Stage History Tracking: Deal stage transitions are automatically timestamped to easily calculate Sales Velocity and win rates.

Ad-hoc Fields via Metadata API

// You don't need a Jira ticket to add a field.
// Just include it in the payload.

POST /contacts
{
  "name": "Sarah Miller",
  "email": "sarah@example.com",
  "company_id": "cmp_8x2b",
  "metadata": {
    "lead_score": 85,
    "tech_stack": ["React", "Go", "AWS"],
    "attribution": {
      "source": "Reddit",
      "campaign": "headless_crm_launch"
    }
  }
}

Event-Driven Architecture

// Receive real-time webhooks on your n8n server
// when a deal stage changes.

{
  "event": "deal.updated",
  "data": {
    "deal_id": "dl_9a2f",
    "previous_stage": "stg_proposal",
    "current_stage": "stg_won",
    "value_cents": 1500000
  },
  "timestamp": "2026-03-13T14:22:00Z"
}

Trigger workflows instantly.

GTM Engineers solve revenue problems through strategic workflows. Rex emits webhooks for every state change so your automations stay in sync.

Stale Deal Alerts: Listen for interaction events and flag deals that haven't been touched in X days.
ERP & Billing Sync: Push "Closed Won" deals immediately to Stripe or NetSuite without messy polling.
Slack Notifications: Route new high-value inbound leads directly to Slack channels.

The AI-Agent's Brain.

AI Agents need structured data, not an interface. Most legacy CRMs claim to have AI, but it's just a chatbot bolted onto their UI.

Clean Read/Write Access: Give agents an API key and let them update records directly after generating call summaries.
Build MCP Servers: Connect Rex to an Anthropic MCP server to let Claude converse directly with your pipeline data.
Eliminate Data Entry: Set up an n8n workflow that transcribes calls and automatically PATCHes the deal's next steps.

Automation use-cases from our community:

"I mass enrich inbound signups using Clay, then push the cleaned data into Rex via API."
"My AI agent reads the last 3 touchpoints from Rex and drafts a personalized follow-up email in Gmail."
"We built a custom React dashboard that merges Rex CRM data with our Snowflake product usage metrics."