Know exactly who you are working with.
Track company identity, industry, location, contacts, lead source, notes, ownership, related locations, and the full account history.
Kerdexed is a managed lead-conversion and business automation platform for local merchants. Capture every opportunity, identify the business and industry, automate follow-up, book appointments, organize your pipeline, and keep your team focused on the next action.
Built for local businesses that want better follow-through—not another payment terminal or POS system.
We organize your customer acquisition workflow around the real way your business operates, then automate the repetitive work that causes opportunities to fall through.
Track company identity, industry, location, contacts, lead source, notes, ownership, related locations, and the full account history.
Keep leads, tasks, appointments, reminders, email/SMS follow-up, pipeline activity, notes, and reactivation workflows inside one operating system.
Use appointment workflows, AI-assisted call handling where included, forms, funnels, reputation tools, and reporting to help your team convert more of the opportunities it already has.
We define your industry, lead sources, locations, services, customer journey, and sales process.
We configure CRM fields, pipeline stages, calendars, forms, users, permissions, and reporting.
Lead response, reminders, no-show recovery, nurturing, reactivation, reviews, and other approved workflows can run automatically.
We keep improving the agreed workflow as real opportunities move through it.
Foundation, Growth, and Scale all center on the same objective: capture opportunities, keep the next action visible, and convert more leads into customers.
Core CRM, business and industry tracking, lead follow-up, appointments, reviews, onboarding, and reporting.
See FoundationExpanded nurture, no-show recovery, reactivation, team workflows, forms/funnels, and ongoing refinement.
See GrowthAI-assisted call handling, advanced automation, broader conversion assets, multi-location workflows, and higher-touch support.
See ScaleKerdexed — Lead. Convert. Profit.