Built for every IT services provider
Quote. Procure. Deliver. Support. Automate.
Net‑X brings CRM, quoting, procurement, project management, customer portals, billing intelligence, and AI together in one operating system for technology advisors, MSPs, VARs, telecom brokers, and IT consultants.
White‑label ready: your logo, your colors, your domain.
How it works
Five steps from opportunity to recurring revenue.
Build the quote
A guided wizard captures locations and products: circuits, licenses, hardware, managed services. Connectivity deals get FCC broadband coverage data per address, so you know who can actually serve the site.
Send the RFQs
Pick providers and TSDs from the marketplace and send requests in one batch. Automatic follow‑up reminders chase the stragglers for you.
Compare rates
Responses land as structured rate options, not email chains. Compare side by side with your margins pre‑filled from rate cards.
Convert to order
One click turns the winning quote into an order, provisions the installed services as tracked assets, and kicks off a delivery pipeline with milestones.
Track the money
Recurring and one‑time commissions, TSD splits, and spiffs are tracked per deal. Import provider commission sheets and let AI parse the rates.
Provider marketplace
480+ providers and distributors, one request away.
Browse providers and distributors by category: network, voice, cloud, hardware, managed services, security, and more. Suppliers respond through tokenized magic links, so your supply side never needs an account, a password, or a training call.
- Filter by product category and coverage
- Per-provider commission and margin settings
- No-login magic-link RFQ responses, including “no bid”
- Provider relationship history: quotes, orders, assets
AI Command Center
An AI that runs your CRM, not one that just chats about it.
Tell it what you need and it operates on your real data: accounts, contacts, quotes, pipelines, emails. You control what gets applied. Pop the chat out into its own window and it works alongside you all day.
- Logo & website · acmefiber.com
- HQ · 1200 Industrial Pkwy, Columbus, OH
- Network footprint · fiber, 3 states
- FCC broadband coverage · attached per location
Pop-out chat that follows you
Keep the assistant open in its own window while you work the CRM. Saved conversations, shared team chats, and a fast/smart model toggle per task.
Company info autofill
Add a company and AI fills in the rest: logo, website, address, network footprint, and FCC broadband coverage per location. No more tab-hopping.
AI Employees
Autonomous agents with their own mailbox and persona that run playbooks on schedules or triggers, chase follow-ups, and report back in a daily digest.
Rate sheets, parsed
Drop in a provider’s commission sheet and AI stages every rate for your review, then commits them to your rate cards. Bulk-accept when it looks right.
Documents & drafts
AI-generated documents, summaries, and emails, drafted from your data and attachable straight to outbound email. Save your best prompts as a team library.
You stay in control
Every AI change is a proposal until a human approves it. Role-gated actions, budgets, and an approval queue. Nothing happens behind your back.
Built for the middle of the deal
Your brand out front. Every party in the loop.
Net‑X is three‑sided by design: your team, your clients, and your suppliers each get exactly the surface they need, and nothing they don’t.
Brokers, VARs & MSPs
Telecom brokers, technology resellers, integrators, and MSPs get the full dashboard: quotes, orders, pipelines, CRM, email, calendar, reporting, and commissions, with role-based access for owners, admins, and members.
A portal with your name on it
Clients sign in to a portal on your domain to view quotes, track orders and installed services, update project tasks, watch uptime, and open support tickets.
Providers & TSDs
Suppliers quote through magic links and chat threads, no accounts required. Their responses flow straight into your rate comparison.
The rest of the stack
Everything around the deal is already built in.
Pipelines & projects
Kanban boards attached to quotes and orders: milestones, tasks, assignees, templates, and comments you can mark internal or client-visible.
Email, done properly
Send from your own domain with templates, merge tags, signatures, and a threaded inbox. Or link Gmail, Outlook, and LinkedIn mailboxes directly.
Calendar sync
Two-way Google and Outlook calendar sync, plus pipeline tasks that show up on the calendar automatically.
Reporting & forecasting
Two dozen report widgets on customizable boards: pipeline funnels, revenue forecasts, win rates, margin distribution, quote aging, contract-expiry cliffs.
CRM & enrichment
Companies and contacts enriched automatically with logos, network data, and FCC broadband coverage. Import your book via CSV or Excel with preview-then-commit.
Assets & uptime
Every ordered service becomes a tracked IT asset with location, provider, and uptime monitoring your clients can see in their portal.
Tickets & SLAs
Support ticketing with assignees and SLA tracking, shared between your team and your client portal.
Real-time messaging
In-app chat anchored to quotes, orders, projects, and tickets, with presence, @mentions, and threads suppliers can join by token.
Documents & data
Generate PDFs, Word docs, and spreadsheets server-side. Upload and preview files, attach them to emails, and search a shared knowledge base.
White label
Your clients see your business, not ours.
Point your own domain at Net‑X and the whole platform (team app, client portal, and outbound email) runs under your brand. Domain verification and SSL are handled for you.
- Custom domain or branded subdomain
- Your logo, favicon, and theme throughout
- Client emails sent from your domain
- Per-client portal access you control
Commissions
Know what every deal actually pays.
Rate cards for TSD pairings and direct provider deals, commission splits, recurring and one‑time payouts, and margins pre‑filled into every quote. Drop in a provider’s commission sheet and AI stages the rates for your review.
- Recurring + one-time commission tracking
- TSD split percentages per relationship
- AI-parsed rate sheet imports
- Margin pre-fill in the quote wizard
See your business running on Net‑X.
Tell us how your desk works: what you sell, your quoting volume, your vendor and TSD relationships, what’s breaking in spreadsheets. We’ll walk you through the platform on your data.