CONTACTS · PIPELINE · UNIFIED TIMELINE

The contact intelligence layer for the CNX Suite.

Every door knock, every text reply, every chatbot lead, every email open: one contact, one timeline, in chronological order. Sits over Beacon, CampaignCNX+, and Alma. Works standalone as a CRM if that's all you need.

Sources
5 native
Free trial
14 days
Contract
None
DASHBOARD · 18,742 CONTACTS · 5 SOURCES
CoreCNX dashboard for Madison Chen for State Senate showing 18,742 contacts, connected sources from Beacon, CampaignCNX+, Alma, Email, and Manual entry, with a live activity feed of cross-product interactions

Five sources. One spine.

Beacon Door knocks Field-ops dispositions, surveys, GPS
CampaignCNX+ SMS replies Sends, replies, opt-outs, conversions
Alma Chatbot leads Conversations captured at the website
Email Opens & replies Native email campaigns + SendGrid events
CoreCNX The spine Where every event lands. Where the timeline runs.

The platform

A CRM, but the timeline is the point.

Every other CRM treats the contact record like a folder of notes. CoreCNX treats it as a chronological feed of every real-world event your suite produced (door, text, chatbot, email, manual touch) in one sortable, filterable, exportable stream.

/01, UNIFIED TIMELINE

One contact, every event.

Phone-first contact resolution. Every product writes to a single contact record by phone number, with email as fallback. Everything since the first touch lives on one scrollable timeline.

  • Phone-first match · email fallback · auto-create
  • Chronological event timeline per contact
  • Source-tagged with suite color dots
  • Retry-safe ingest · the same event arriving twice still lands once

/02, PIPELINE

Move contacts, not opportunities.

Drag-and-drop pipeline stages with whatever vocabulary fits: donor tier, lead score, fundraising ladder, sales stage. Stage transitions write to the timeline alongside everything else.

  • Custom stages, per workspace
  • Drag & drop · keyboard shortcuts
  • Stage moves logged as timeline events
  • Filter by source, tag, recency, score

/03, INTEGRATIONS

The suite, wired by default.

Beacon, CampaignCNX+, and Alma each write activity to CoreCNX via signed webhook the moment something happens. SendGrid for native email. Webhooks out for everything else.

  • Native: Beacon, CampaignCNX+, Alma
  • SendGrid for email open/reply tracking
  • Outbound webhooks (signed)
  • REST API + OpenAPI for everything else

The unified timeline

Maria Santos has been a contact since April. Here's everything that's happened to her, in one place.

This is what the contact record looks like for someone who's heard from your campaign across every channel. No tab-switching, no spreadsheet reconciliation, no copy-paste between three different tools' UIs.

, THE CONTACT VIEW

One scroll. Every touchpoint.

Door-knocked twice. SMS replies in both directions. A chatbot conversation that captured info. An email reply. A pipeline move. A $25 donation through CampaignCNX+. Every event tagged with which product wrote it, with the time and the human (if there was one) on the other end.

  • Cross-product timeline, source-colored
  • Filter by source · time · disposition · tag
  • Pinned facts: lead score, last touch, lifetime value
  • Custom fields per workspace
  • Quick actions: send SMS, queue email, log a call
CoreCNX contact detail for Maria Santos with a unified timeline showing door knocks, SMS replies, chatbot conversations, email replies, and donations, every event color-coded by source product

How an event gets to the timeline

Four steps. Tens of milliseconds.

This is what happens when a Beacon canvasser logs a door knock on a phone in a precinct in Columbus.

/01

Event fires

Canvasser taps "Contacted" on the door screen. Beacon writes the disposition locally and queues a webhook.

/02

Webhook lands

POST /api/activity/ingest with a signed payload. CoreCNX verifies the signature in microseconds.

/03

Contact resolves

Match by phone first, email second, create-if-no-match third. We check a unique source_record_id before insert. If the same event arrives twice, it still lands on the timeline once.

/04

Timeline updates

Event lands on Maria's timeline, tagged with the Beacon source dot. Visible to every dashboard and report in seconds.

FROM ACTIVITY · TO TIMELINE

Every door knock, text reply, and email open lands on one timeline in seconds.

Sign up, import your contact list, connect the suite. Every interaction across every channel writes to the same record automatically. No spreadsheet reconciliation at the end of the day. 14-day trial, no card.

The rest of the CRM

Everything else a contact-driven program needs.

Pipeline, email, tasks, reports, enrichment: built on the same timeline, sharing the same contact record, written in the same idiom.

/A, PIPELINE

Drag through stages built around your program.

Donor ladder, lead temperature, volunteer-to-organizer pipeline, deal stages. Pick whatever fits. Drag a contact between columns; the move shows up on their timeline. Filter the board by source, score, or recency.

  • Custom stages per workspace
  • Drag & drop, keyboard navigation
  • Stage moves logged on contact timelines
  • Source / score / recency filtering
CoreCNX pipeline view with custom stages and contacts arranged by status, filtered and color-coded by source product

/B, EMAIL

Email campaigns that write back to the same timeline.

Compose, send, track. Opens and replies arrive via SendGrid webhooks, land on the contact's timeline in the same idiom as a door knock or SMS reply. No more "did Maria open the email" tab-switching.

  • Compose & schedule, segmentation by tag
  • Open / click / reply tracking via SendGrid
  • Per-campaign and per-contact metrics
  • Replies join the unified timeline automatically
CoreCNX email campaigns view showing send / open / reply metrics with per-campaign breakdowns

/C, REPORTS

Numbers your program director will read.

Activity by source, conversion by stage, contact-rate trends, top-performing campaigns. Everything is exportable; webhooks fire when thresholds hit. Built around the questions a real campaign director asks at the Monday-morning meeting.

  • Source-attributed activity reports
  • Pipeline conversion by stage
  • Per-campaign engagement
  • CSV export · scheduled email digests
CoreCNX reports dashboard with source-attributed activity charts, pipeline conversion, and per-campaign engagement breakdowns

CONTACTS · PIPELINE · EMAIL · REPORTS

Use it on its own. Add the rest of the suite when you're ready.

From $49/mo for 5,000 contacts. Manage contacts, run a pipeline, send email campaigns, pull reports. All out of the box. Plug in Beacon, CampaignCNX+, or Alma on any paid plan whenever you want them.

Two ways to run it

Standalone CRM, or the spine of the suite.

CoreCNX works as a regular CRM out of the box: contacts, pipeline, email, tasks, reports. Wire in any of the suite products and it becomes the unified timeline that no other CRM in your category can offer.

Political · full suite

Run the whole CNX Suite, see it in one place.

A statewide campaign running door-to-door, SMS, chatbot, and email simultaneously. Every channel writes to the same contact record. Maria Santos's full story, from her first knock to her donation, lives on one timeline.

  • Door knocks & survey responses from Beacon
  • SMS sends, replies, opt-outs from CampaignCNX+
  • Chatbot conversations & intent from Alma
  • Native email opens, replies, donations
  • Pipeline moves & manual touches in CoreCNX
B2B · standalone CRM

A clean CRM that doesn't need the suite.

A law firm, a regional services business, a small advocacy nonprofit running just one channel. CoreCNX on its own (contacts, pipeline, email, tasks) at a fraction of the price of Salesforce or HubSpot, without the configuration tax.

  • Manual contact entry & CSV import
  • Native email campaigns + SendGrid tracking
  • Pipeline, tasks, and reports out of the box
  • Wire in any suite product later if you grow into it

ONE CONTACT · EVERY CHANNEL

Every conversation, every channel, on one record.

Sign up, import your list, and watch every door knock, text, chatbot lead, and email show up on the same contact's timeline. Or use it on its own to manage your contacts and pipeline. Your call.

The CNX Suite

Four products. One contact record.

CoreCNX is the data spine. Beacon walks doors. CampaignCNX+ sends texts. Alma is the website chatbot. Same login, same billing, contact records flow between all four via signed webhooks.

CRM & spine

CoreCNX

Contacts, pipeline, email, unified timeline. The data layer that ties the suite together.

Field ops

Beacon

Territories, walk lists, door knocks, mobile canvasser app, live tracking. From $59/mo.

SMS

CampaignCNX+

Broadcast SMS, two-way reply, contact management. From $0.06/SMS.

Website chatbot

Alma

Website chatbot for visitor conversations. Asks the qualifying questions, captures the lead, writes the contact to CoreCNX.

Pricing

Pay by contact volume. Nothing else.

Same shape as the rest of the suite. Contacts grow, the bill grows. Users, sequences, workspaces, integrations: all unlimited. Annual saves 20%. 14-day free trial, no card.

From $49/mo · 5,000 contacts. Annual saves ~20%.

Four paid tiers. Starter $49/mo (5K contacts, 5 users) · Growth $99/mo (15K, 10 users) · Pro $199/mo (50K, 20 users) · Enterprise $499/mo (150K+ soft cap, unlimited users, white-glove). Beacon / CampaignCNX+ / Alma integrations included on every paid plan. API access from Growth up.

See all tiers

Start with one source

Your first event lands today.

Sign up, import a contact list, send a test webhook from your terminal. Watch it land on the timeline in seconds. Wire in a suite product when you're ready, or stay standalone.

Trial
14 days, full access, no card
Sources
5 native + REST API + webhooks
Onboarding
Real person, not a chatbot