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Prove itClients and people

Every client, its people and its work, in one place.

Client context lives in inboxes, CRMs and someone’s head, so agents work without it. OrgX keeps each client’s people, open goals and delivered proof together, and drafts the follow-up for you to approve.

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Open a client, then approve the follow-up the agent drafted.

OrgX · Clients

Active engagement

Northstar Labs

People
  • Ana RuizVP Product · last spoke 2 days ago
  • Ben ItoEngineering lead · last spoke last week
Goals
  • Enterprise launch, live by November 14waiting on you
  • Proof room for the launch packageon track

3 deliverables accepted, in their proof room

Mark drafted a follow-up to Ana Ruiz

Hi Ana, launch narrative v5 passed review and is in your proof room with its checks. The buyer path decision is next; I will send the pricing page once it is made.
Sends always stop for a person.
  • People and rolesWho you work with at each client and when you last spoke.
  • Goals per clientWhat you are delivering for them, and what is at risk.
  • You approve the sendAgents draft the follow-up; nothing goes out without you.

How it works

  1. Add a client, or let OrgX find them in your work.
  2. Their people, goals and proof gather in one place.
  3. Agents draft; you approve what goes out.
See a client proof room

Try it on one real piece of work.

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