Product & Features

Everything you need to run GTM — nothing you don't.

Contacts, companies, deals, pipelines, and tasks — a complete CRM with built-in GTM tools. Use it from the web UI, the CLI, or the API. Designed for humans and AI agents alike.

A real data model, not a blank spreadsheet.

Rex gives you a complete, typed data model out of the box. Every entity is relational and ready to use on day one — no setup wizards, no custom object creation.

Contacts & Companies: Lifecycle stages (lead, prospect, customer, churned), ICP scoring, UTM attribution tracking, and company-to-contact relationships.
Deals & Pipelines: Custom pipeline stages, automatic stage history tracking, win/loss analytics. Money stored precisely in cents — no floating-point surprises.
Tasks & Activities: Follow-up tasks with priorities and due dates, and a full interaction log for calls, emails, meetings, and notes.
JSON Metadata: Extend any entity with custom fields. Track BANT scores, tech stacks, or attribution data — no database migrations needed.

Create a Contact with Custom Fields

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"
    }
  }
}

Rex CLI

$ rex contacts create --name "Sarah Chen" \
    --email sarah@example.com
Created contact cont_8x2b (Sarah Chen)

$ rex deals create --contact cont_8x2b \
    --pipeline "Enterprise" \
    --stage "Qualified" --value 15000
Created deal deal_4m7k ($15,000 — Qualified)

$ rex search "sarah"
CONTACT  cont_8x2b  Sarah Chen   sarah@example.com
DEAL     deal_4m7k  Sarah Chen   $15,000 — Qualified

Three ways to use Rex.

Rex works however you work. Use the dashboard for daily pipeline management, the CLI for scripting and AI agents, and the API for everything else.

Web UI: Dashboard for pipeline views, contact management, deal tracking, and team collaboration.
CLI: rex contacts list, rex deals create, rex search "acme" — works as a tool for Claude Code, Cursor, and other AI coding assistants.
API: Full REST API with OpenAPI spec, typed responses, cursor-based pagination, and bulk operations for up to 1,000 records at a time.

Event-driven by default.

Every mutation fires a structured event. Build reactive automation pipelines that trigger instantly — no polling, no cron jobs, no glue code.

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 polling.
Slack Notifications: Route new high-value inbound leads directly to Slack channels.

Webhook Events

// Real-time webhook 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"
}

Agent Webhook Event

// Rex sends structured webhook events so your
// agent can react to real-time CRM changes.

{
  "event": "deal.stage_changed",
  "data": {
    "deal_id": "deal_7k3m",
    "contact": { "name": "Alex Chen" },
    "from_stage": "Qualified",
    "to_stage": "Proposal",
    "deal_value": 45000
  }
}

AI agents are first-class users.

Rex treats AI agents as real users, not an afterthought. Structured data, safety primitives, and purpose-built interfaces for autonomous operation.

Structured API: Typed endpoints agents can read, write, and reason over — not a chatbot bolted onto a UI.
Enrichment Provenance: Track where every field value came from. Lock fields to prevent AI overwriting human-verified data.
Webhook Events: Real-time webhook events let agents react to deal changes, contact updates, and activity signals automatically.
CLI as Agent Tool: The Rex CLI works as a tool for Claude Code, Cursor, and similar AI coding assistants via MCP or direct invocation.