Diagnosis
We map the floor: CRM behavior, follow-up rules, call patterns, admin drag, manager expectations, and where brokers lose time.
Beverly Hills, California
digi-DEX builds agent systems around high-ticket sales teams. DEX keeps the CRM clean, remembers every prospect, analyzes buyer psychology, creates tasks and reminders, prepares brokers before meetings, drafts follow-up, and completes admin work around the sales floor.
How we work
We map the floor: CRM behavior, follow-up rules, call patterns, admin drag, manager expectations, and where brokers lose time.
We design the agent layer around memory, tasks, reminders, appointments, drips, materials, approvals, and the systems your team already uses.
We improve the system as more calls, objections, buyer patterns, CRM gaps, and operational evidence appear on the floor.
The range
AI that can answer, place, summarize, and route calls when voice is the right channel.
Agents that turn conversations into CRM updates, tasks, reminders, appointment actions, and approved follow-up.
A full execution layer around brokers: deep memory, psych-state briefs, drips, materials, and admin work completed around the sale.
What we build
Voice AI can be part of the system. The real value is the operating layer behind it: memory, workflow, CRM action, reminders, materials, and follow-through.
Turn call activity into clean records, current profiles, next steps, task ownership, and a sales floor that can actually trust its CRM.
Remember prior interactions, stated motivations, objections, sensitivities, commitments, and the psychological state going into the next meeting.
Create tasks, reminders, appointment actions, pending drafts, drip logic, and broker admin work from what was said on the call.
Generate prospect-specific recaps, meeting notes, objection sheets, decision aids, and follow-up materials that match the individual buyer.
What runs underneath
A single call does not just get summarized. It updates the CRM, preserves the prospect's psychology, creates the promised work, and prepares the broker for the next conversation.
Our standard
We do not begin with a demo. We begin with the sales process, the CRM, the follow-up rules, the buyer psychology, and the administrative work that keeps brokers from spending enough time selling.
The system follows the way brokers sell, managers coach, and prospects decide. The sales floor is not reorganized around generic software.
Every action starts from authorized context: what happened, what was promised, what the buyer cares about, and what should happen next.
DEX can draft, queue, remind, and create work while preserving human approval where client-facing judgment still matters.
The system gets sharper as the sales floor produces more calls, more patterns, more objections, and more operational evidence.
Selective by design
A useful agent system depends on real sales motion: calls, CRM behavior, follow-up discipline, management expectations, approval boundaries, and the patterns that separate a live opportunity from dead noise.
If the floor can benefit from an execution layer around the brokers, we will explain what should be built and why. If voice AI is part of that system, it serves the system. It does not define it.