erxes/erxes
Erxes
Erxes is a self-hosted business operating system that integrates marketing, sales, and customer support operations into a unified platform. It serves as an AI agent orchestrator, a business process automation tool, and a comprehensive suite for managing customer relationships and omnichannel experiences.
The platform distinguishes itself through a self-hosted infrastructure model that ensures total ownership and privacy of organizational data. It features an AI orchestration framework that uses retrieval augmented generation to allow agents to reason over internal workspace data for automating records and ticket resolution.
The system covers a broad range of operational capabilities, including sales pipeline management via Kanban boards, a headless content management system for digital publishing, and omnichannel support coordination for messages across email and social media. It also provides tools for lead conversion, internal project tracking, and commerce operations including offline-capable point-of-sale management.
The architecture is designed for extensibility through a plugin-based framework and supports multi-tenant workspace isolation.
Features
- Business Operations Tools - Integrates marketing, sales, and customer support operations into a single, self-hosted unified business operating system.
- Self-Hosted Infrastructure - Designed for deployment on private servers to ensure total ownership and privacy of sensitive organizational data.
- Agentic RAG Platforms - Employs retrieval augmented generation to allow AI agents to reason and act based on private internal workspace data.
- AI Agent Orchestration - Orchestrates AI agents that use retrieval augmented generation to reason over internal workspace data for automation.
- Grounded - Provides AI agents that reason over internal workspace data to automate record updates and ticket resolution.
- Business Operating Systems - Integrates marketing, sales, and support into a single self-hosted platform to replace fragmented SaaS tools.
- Business Workflow Automation - Features a visual sequence builder using drag-and-drop triggers to automate repetitive business tasks and data operations.
- Customer Relationship Management - Implements a system to track contacts, segment users, and organize product data to unify marketing and sales.
- Omnichannel Support Platforms - Aggregates communications from email, social media, and chat into a unified queue with routing and SLA tracking.
- Sales Pipeline Automation - Automates repetitive tasks and executes business actions based on sales deal stage changes.
- Sales Pipeline Management - Tracks deals and lead conversions through customizable Kanban boards and automated pipeline triggers.
- Business Process Automation Tools - Offers a visual workflow builder with drag-and-drop triggers to execute automated actions across operational modules.
- Unified Business Operations Infrastructure - Integrates marketing, sales, and customer support tools into a unified self-hosted infrastructure to streamline experience management.
- Headless Content Management Systems - Provides a flexible headless CMS for publishing websites, knowledge bases, and e-commerce storefronts.
- Event-Driven Workflows - Implements a visual sequence builder to execute automated actions triggered by specific system events and webhooks.
- Experience Management - Includes a comprehensive suite to engage customers and resolve inquiries to improve overall satisfaction.
- Private Data Hosting - Offers the option to deploy the entire application stack on self-managed servers for total data ownership.
- Message Routing - Aggregates communications from email, social media, and chat into a single unified queue for routing and SLA tracking.
- Lead Capture Forms - Provides customizable landing pages, forms, and pop-ups for capturing visitor data and generating leads.
- Marketing Performance Optimization - Implements a system to track campaign performance and optimize conversion rates to drive growth.
- Retail Point of Sale Systems - Includes a retail checkout interface for processing immediate transactions and managing associated inventory movements.
- Omnichannel Commerce Management - Provides unified administration of product catalogs, orders, and customer data across multiple digital sales channels.
- Project Workspaces - Offers shared workspaces to organize team resources, tasks, and development cycles.
- Operational Task Coordination - Provides a shared workspace for coordinating operational tasks and resources among team members.
- Headless CMS - Provides a headless CMS for publishing website content, knowledge bases, and e-commerce storefronts via APIs.
- Customer Portals - Ships a dedicated web interface allowing clients to securely access their accounts and manage business interactions.
- Platform Extension Plugins - Implements a plugin-based architecture allowing custom logic, routes, and templates to be integrated without modifying core code.
- Workspace Isolations - Organizes organizational data into secure shared environments with granular permission controls for different team roles.
- Plugin Development Frameworks - Provides a framework and API for creating modular extensions to add new features to the platform.
- Plugin-Based Extensibility - Provides a plugin-based framework allowing developers to inject custom logic and new features into the core system.
- Chat Widget Integrations - Integrates chat widgets, pop-ups, and knowledge bases into websites via script installation or tag managers.
- Customer Widget Deployment - Allows embedding of interactive elements like chat windows and forms into external websites to engage visitors.
- Business and Operations - Unifies marketing, sales, and support operations.
