RootCXRootCX
Pricing
CRM
PipelineQ4
Pied piper$45K
Aviato$82K
$127K / $170K
Helpdesk
Inbox2 new
Login issue — Sarah2h
API timeout — Dev45m
SLA 98.2%
HR
Team247 active
Alex — Engineering🎂
Sarah — Design📋
12 open roles
Workflow
Automations96%
Lead Qualification✓
Invoice Processing⚡
892 today
Project Manager
KanbanSprint α
Backlog
Auth modal
Docs page
In prog.
Billing API
Done
Landing page
Email setup
10×more efficient•10×lower cost•10×smarter

All your tools in one business operating system

CRM, project management, helpdesk, chat, documents, and more… all provided by a single AI platform, replacing dozens of SaaS tools.

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Same data•Same tools•Same governance

Humans and AI, side by side

Letting you run your business at lower cost with higher customer satisfaction.
Single source of truth

Unified Data Layer

A single data layer to connect products, customers, and teams without fragile integrations.

Learn more>
Extensibility

Business Tools

Install any tools as your needs grow, without data silos or duplicate feature.

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Secure

Enterprise Guardrails

Governance, permissions, and auditing built into every action and component.

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Efficient

AI Kernel

AI built at the core. Context-aware, able to act across apps, and shaping UIs dynamically.

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Built on3pillars
1

Customer data is fragmented.
SaaS is siloed.

Every team builds its own workflows, adds yet another SaaS, and duplicates data. This creates silos that drive up costs, leak revenue through churn and poor CX, and block any scalable path to AI.

CRMHelpdeskBIInvoiceProjectFinanceInventoryHRMarketingAnalytics

All your data connected, by design.

RootCX acts as the single source of truth of your data, allowing you to cut data integration costs, reduce churn, capture more upsell, and scale AI seamlessly with full context across every customer interaction.

CRMHelpdeskBIInvoiceProjectFinanceInventoryHRMarketingAnalytics
CRMHelpdeskBIInvoiceProjectFinanceInventoryHRMarketingAnalytics
2

One base. Infinite tools.

All your tools in one business operating system to cut SaaS costs, unite humans and AI teams, and accelerate execution.

3

Governance, once. Everywhere.

The enterprise guardrails that make human and AI collaboration safe, reliable, and compliant across the entire system.

Who can do what

Permissions

Permissions, roles, access control.

Governance — Permissions
Roles5
Admin3
Manager12
Agent45
Analyst8
Viewer120
PermissionsPolicy set
ResourceReadWriteAdmin
Accounts
Tickets
Projects
Reports
Workflows
Governance — Permissions
Roles5
Admin3
Manager12
Agent45
Analyst8
Viewer120
PermissionsPolicy set
ResourceReadWriteAdmin
Accounts
Tickets
Projects
Reports
Workflows
What gets tracked

Audit Logs

Audit logs, activity history.

Governance — Audit Logs
Audit Logs
DateActorActionResource
Aug 29, 14:32
Hsarah.chen@company.com
Approved campaign creative assetsQ4 Brand Campaign
Aug 29, 14:29
AISales Prospector AI
Generated quote for Enterprise planLead #L-9876
Aug 29, 14:22
Hmike.torres@company.com
Exported monthly sales reportAug 2024 Sales Data
Aug 29, 14:16
AIInvoice Processor AI
Sent invoice to erlich@aviato.comInvoice #INV-001
Aug 29, 14:09
Hadmin@company.com
Granted dashboard access to new hireReports module
Aug 29, 13:54
AICustomer Service AI
Follow-up scheduled with premium clientTicket #T-5847
Aug 29, 13:34
Hunknown
Failed login attempt from blocked IPAdmin panel
Governance — Audit Logs
Audit Logs
DateActorActionResource
Aug 29, 14:32
Hsarah.chen@company.com
Approved campaign creative assetsQ4 Brand Campaign
Aug 29, 14:29
AISales Prospector AI
Generated quote for Enterprise planLead #L-9876
Aug 29, 14:22
Hmike.torres@company.com
Exported monthly sales reportAug 2024 Sales Data
Aug 29, 14:16
AIInvoice Processor AI
Sent invoice to erlich@aviato.comInvoice #INV-001
Aug 29, 14:09
Hadmin@company.com
Granted dashboard access to new hireReports module
Aug 29, 13:54
AICustomer Service AI
Follow-up scheduled with premium clientTicket #T-5847
Aug 29, 13:34
Hunknown
Failed login attempt from blocked IPAdmin panel
How identities are managed

Identity & SSO

SSO, auto-provisioning/deprovisioning.

Governance — Identity & SSO
SSO Providers3 Active
Google Workspace127 users
Microsoft Entra ID89 users
Okta34 users
Auth00 users
User ProvisioningAuto
Auto-provision new users
Auto-deprovision inactive
Last sync2 min ago
Recent Activity
User provisioned3m
Role updated12m
User deprovisioned1h
Governance — Identity & SSO
SSO Providers3 Active
Google Workspace127 users
Microsoft Entra ID89 users
Okta34 users
Auth00 users
User ProvisioningAuto
Auto-provision new users
Auto-deprovision inactive
Last sync2 min ago
Recent Activity
User provisioned3m
Role updated12m
User deprovisioned1h
How compliance is enforced

Compliance

Session expiry, MFA, global rules.

Governance — Compliance Policies
Enforcement summaryAll good
MFA required
Idle timeout30m
Max session8h
IP allowlist
Data regionEU
Session policiesActive
ContextIdleMaxReauth
Admins15m4h
Standard Users30m8h
AI Agents10m2h
Global rules4 rules
MFA mandatory for AdminsPass
Session lifetime <= 8hPass
IP allowlist requiredWarning
PII exports require approvalPass
Governance — Compliance Policies
Enforcement summaryAll good
MFA required
Idle timeout30m
Max session8h
IP allowlist
Data regionEU
Session policiesActive
ContextIdleMaxReauth
Admins15m4h
Standard Users30m8h
AI Agents10m2h
Global rules4 rules
MFA mandatory for AdminsPass
Session lifetime <= 8hPass
IP allowlist requiredWarning
PII exports require approvalPass
  • Who can do what

    Permissions

    Permissions, roles, access control.

  • How identities are managed

    Identity & SSO

    SSO, auto-provisioning/deprovisioning.

  • What gets tracked

    Audit Logs

    Audit logs, activity history.

  • How compliance is enforced

    Compliance

    Session expiry, MFA, global rules.

Governance — Permissions
RolesHumans + AI
Human Roles
Product3
Marketing12
Sales45
AI Agent Roles
Sales Prospector4
Customer Service Agent8
Invoice Processor6
Shared Permission Matrix
Resource
Accounts
Tickets
Projects
Reports
Workflows
Governance — Audit Logs
Audit Logs
DateActorActionResource
Aug 29, 14:32
Hsarah.chen@company.com
Approved campaign creative assetsQ4 Brand Campaign
Aug 29, 14:29
AISales Prospector AI
Generated quote for Enterprise planLead #L-9876
Aug 29, 14:22
Hmike.torres@company.com
Exported monthly sales reportAug 2024 Sales Data
Aug 29, 14:16
AIInvoice Processor AI
Sent invoice to erlich@aviato.comInvoice #INV-001
Aug 29, 14:09
Hadmin@company.com
Granted dashboard access to new hireReports module
Aug 29, 13:54
AICustomer Service AI
Follow-up scheduled with premium clientTicket #T-5847
Aug 29, 13:34
Hunknown
Failed login attempt from blocked IPAdmin panel
Aug 29, 13:21
AIData Sync AI
Synced 1,247 customer recordsCRM database
Aug 29, 13:15
Hjane.doe@company.com
Revoked finance access for departing userFinance module
Governance — Identity & SSO
SSO Providers3 Active
Google Workspace127 users
Microsoft Entra ID89 users
Okta34 users
Auth00 users
User ProvisioningAuto
Auto-provision new users
Auto-deprovision inactive
Last sync2 min ago
Recent Activity
User provisioned3m
Role updated12m
User deprovisioned1h
Governance — Compliance Policies
EnforcementCompliant
MFA required
Idle timeout30m
Max session8h
IP allowlist
Data regionEU
Recent enforcement
MFA enforced for Admins2h
Idle timeout reduced to 30m1d
New IP added to allowlist3d
Session policiesActive
ContextIdleMaxReauth
Admins15m4h
Standard Users30m8h
AI Agents10m2h
Global rules4 rules
MFA mandatory for AdminsPass
Session lifetime <= 8hPass
IP allowlist requiredWarning
PII exports require approvalPass

AI growing stronger over time

Built into the foundation, AI compounds its context and capabilities with every new data, tool, and workflow.

Context-aware →

AI sees every customer and business signal in a single data model, giving it real-time understanding and sharper decisions.

End-to-end operator →

AI acts across all tools: executing workflows, updating records, and coordinating teams without handoffs or silos.

Adaptive user interface →

AI generates the UIs your teams need, beyond text answers. It creates tailored interfaces, workflows, or even brand new tools instantly.

AI growing stronger over time

Built into the foundation, AI compounds its context and capabilities with every new data, tool, and workflow.

Context-aware →

AI sees every customer and business signal in a single data model, giving it real-time understanding and sharper decisions.

End-to-end operator →

AI acts across all tools: executing workflows, updating records, and coordinating teams without handoffs or silos.

Adaptive user interface →

AI generates the UIs your teams need, beyond text answers. It creates tailored interfaces, workflows, or even brand new tools instantly.

AI is shifting the cost curve

RootCX makes sure you’re on the winning side.

RootCX
RootCX

RootCX is an AI-native Customer OS that unifies every business tool around one data model.

www.rootcx.com

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