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What is erxes?

All-in-one growth marketing and business management tool for a smoother customer journey

In a world where everything is shifting, especially the way we communicate, businesses need to keep up. But it doesn’t have to be so hard. Or expensive. erxes offers an all-in-one solution for sales, marketing, and customer service teams. Focus on the entire customer experience – driving more engagement while leveraging growth marketing. And the best part is that erxes is an open source software.

erxes Awards

erxes currently scores 77/100 in the Marketing Automation category. This is based on user satisfaction (100/100), press buzz (39/100), recent user trends (falling), and other relevant information on erxes gathered from around the web.

The score for this software has declined over the past month. What is this?
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erxes Review

Editors' Review by the Marketing Automation Software Review Team

erxes is an open-source marketing, sales and customer service solution developed for businesses and organizations so they can attract more engaged customers while ensuring high lead conversion.

With erxes, all of your marketing, sales and customer service tools are combined seamlessly in a single cohesive platform in order to maximize efficiency, convenience and output. Having a universal platform for all your growth marketing needs also helps with workflow and productivity.

By driving more engaged customers and leveraging growth marketing, you will have the tools you need to improve the effectiveness of your marketing strategy, increase your sales and strengthen your customer service efforts. This is made possible through the features and capabilities of the platform, which focuses on customer experiences and the complete marketing funnel.

erxes allow you to keep your marketing campaigns more focused so they yield most accurate results possible. It also allows team members and staff to be more self-reliant and more open to collaboration. The platform has a team inbox that team members and clients can use for basic communication. erxes also have in-app messaging, email and live chat tools for real-time conversations.

This growth marketing platform also enables users to capture customer feedback and provide useful information directly through the messaging app. They can easily manage their entire sales pipeline by having the ability to conduct extensive analysis and identifying the next most logical move.

Moreover, website visitors can be turned into potential leads through proper engagement driven by the various built-in communication tools such as email, live chat and sms with the end result of converting them into actual paying customers.

erxes Features

erxes is equipped with a wide variety of features and capabilities that ultimately allow it to deliver on its promise, to help you and your team attract and engage more customers while providing a high lead conversion rate.

SMS and email marketing tools

With this feature, you will have the ability to reach a wider audience and connect with potential customers on a more personal level. You can personalize your messaging to keep your customers engaged. Customer engagement is not an easy task, but with the right tool and the right approach, it can be done.

The software allows organizations to turn converting leads into loyal customers via email, live chat, SMS and in-app messaging. This feature is meant to give you a better chance of closing more deals.

Growth hacking

This will enable you to easily manage your entire growth marketing operation. From the inception of ideas through to application and actual performance, the software lets you record, prioritize and centralize everything in one cohesive platform.

The data can then be tested and applied to different scenarios in order to provide accurate analysis and valuable insights. This will help make your growth marketing efforts more effective and sustainable.

Contact management

Contact management is a fundamental feature in any software solution belonging to this category. erxes allows you to easily manage website visitors, existing customers and all affiliated companies through a central platform.

You will have access to erxes’ all-in-one customer relationship management (CRM) system to make the process of managing and coordinating all your contacts and interactions easier and more convenient. The contact management feature offers a variety of segmentation tools to help you work more efficiently.

Customizable forms and pop-ups

Tools for creating attractive pop-ups and forms are available so you can engage and bring in more prospects into your pipeline. This allows you to convert casual website visitors into qualified leads by capturing them with stylish and engaging pop-ups, customized forms and embedded placements.

The platform provides all the necessary tools and applications to help you design and create contextual banners, bars and pop-ups to meet all your lead capture and marketing requirements.

Shared team inbox

This will help streamline communications among team members and clients, as a shared team inbox will serve as a true omnichannel platform that allows you and your team to communicate faster and easier with prospects and your entire customer base.

You essentially have a universal real-time client and team communications system with erxes’ in-app messaging, email, live chat and custom forms. This way, your customers will be able to reach you however and whenever they need to.

Sales pipeline and management feature

erxes provides a single dashboard for you to track your entire sales pipeline. You can easily keep track of all customer information and sales processes from a clean, well-designed dashboard.

This means your sales team will have a far easier time following up on leads and providing more personalized experiences to customers since they will have all the data they need right in front of them with just a few clicks.

Task management

With this feature, team members and other collaborators can work efficiently. Tasks will get done faster and therefore more work is accomplished in less time, greatly improving overall productivity. While you save time, you can also manage your projects and keep track of your team more efficiently. In essence, the platform provides you with the tools to turn a chaotic situation into something more manageable.

Messenger tool

erxes messenger allows you to talk to your clients/customers in real-time continuous omnichannel conversations. This will also give you the ability to capture valuable customer feedback, which you can use to improve customer experiences, your marketing, sales and customer service efforts. Conversely, you can also utilize the tool to answer queries, provide relevant information and educate your customer base.

Lead scoring function

Having the ability to score leads based on their viability and potential through to becoming actual paying customers is a crucial component for an effective marketing campaign. This feature will allow you to easily identify sales-ready leads so they can then be directed to your marketing team for quick and easy conversion.

Knowledge base

erxes also offers a knowledge base where you can create and publish relevant articles and frequently asked questions (FAQs) for customer self-service. You can educate both your customer base and your staff by building a help center associated with your company brand, products and/or services. This should help increase employee and customer satisfaction.

erxes Homepage

erxes Benefits

There are many benefits to using erxes to facilitate your marketing automation and customer engagement strategies. The following are some of the more notable ones:

A consistent marketing process

erxes’ marketing automation capabilities and its many different features and tools help to reduce human errors and other risk factors often associated with other more conventional marketing solutions.

The platform’s email marketing tools, sales pipeline and lead scoring features are designed to make the entire process, from capturing leads to conversion, more consistent and effective for businesses of all sizes across different industries.


erxes is an open-source platform, which generally means it can be used multiple times as needed without the added cost often associated with licensed out-of-the-box solutions.

Often, choosing a short-term solution may cost a lot more than you initially expected. You can avoid unnecessary technical spending by choosing a more robust long-term approach through an open-source system like erxes.

Multi-channel communication

erxes offer in-app messaging, email, live chat and a shared team inbox to help improve the communication process between team members and customers. Having the ability to communicate through various channels also helps improve collaboration among staff members and external collaborators. It also provides customers a variety of ways to reach your customer service team to help them with any issue or questions they might have about your product and/or service.


erxes is designed to be a user-friendly growth marketing platform. The idea is to provide businesses and organizations with a cohesive marketing solution that does not require an arm and a leg to successfully manage.

It comes with features and tools you can easily use but don’t require special training or a steep learning curve. Upon subscription, you can start your growth marketing process almost immediately with little training or experience.

erxes Features

erxes Pricing

erxes utilizes a subscription-based pricing model and it offers a free trial for all interested parties. The vendor offers two main subscription packages: the Growth Plan and the Enterprise Plan.

Growth plan

The Growth plan is free for teams of up to 10 members. The package is designed for flexibility, as you only have to pay for the upgrades you actually need. Charges start at $20 per month.

The plan comes with a variety of features, including growth hacking, sales pipeline, shared team inbox, email and SMS marketing, contact management, live chat and in-app messaging, pop-ups and forms, knowledge base and task management.

Enterprise plan

The Enterprise plan is a custom package designed to serve the needs of high-trust businesses and organizations in regulated industries. It comes with all the features included in the Growth plan along with a few additional perks such as customization, premium support, custom training, assist migration, two-factor authentication, single sign-on (SSO) support, compliance management, privacy shield certification and more. You may contact the vendor directly to get a quote.


erxes is a growth marketing platform that helps you to attract and engage more customers through a wide variety of tools and features.

By focusing on your marketing strategy, team collaboration and customer service efforts, the software can boost your lead conversion rate and your sales. If you have a team of less than 10 members, it will cost you nothing to give the open-source solution a try. You can easily upgrade to a premium subscription when the need arises.

Marketing Automation Market Radar

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erxes Product Overview

  • Scale your business with Growth Hacking

  • Drive leads to a successful close with Sales Pipeline

  • Stay in sync with Shared Team Inbox

  • Increase conversion with Email & SMS Marketing

  • Manage your customers from the Contact Management

  • Connect with your customers with Live Chat & In-App-Messaging

  • Never miss a potential lead with Pop-up & Forms

  • Educate both your customers and staff with Knowledge Base by creating a help center

  • Access everything from anywhere with our cloud version

  • Power your team’s success with Task Management and see what anyone is working on

Languages Supported: English, French, German, Mongolian, Italian, Korean, Portuguese, Spanish, Japanese, Russian, Chinese, Hindi, Vietnamese, Indonesian, Bengali, Serbian, Turkish, Arabic, Bulgarian, Czech, Hebrew, Dutch, Albanian, Telugu, Urdu, Panjabi

Marketing Automation Software Buyer Guide 2022

Product recommendations, vendor rankings, market overview and tips on how to select Marketing Automation software for business. Published in May 2022.

Software solutions in this group help users build and scale automated marketing campaigns to engage with customers in a personalized and tailored manner across various different channels. Some common software features include ad targeting, automatically gen...


erxes Features

  • 2-Factor Authentication
  • API
  • Audience Targeting
  • Batch Permissions & Access
  • Brand Management
  • Budgeting
  • Calendar Management
  • Chat
  • Contact Management
  • Contact Sharing
  • Conversion Tracking
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Password & Access Management
  • Project Management
  • Referral Tracking
  • Scheduling
  • Social-Media Integration
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Travel Management
  • Custom Data Forms
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management
erxes Pricing

erxes Pricing Plans


  • 3 Brands
  • 5 Team Members
  • Connect 10 of your favorite tools with Integrations
  • Add up to 100,000 contacts
  • 20,000 Email Sending/month
  • 1,500 Email verifications/month
  • 1,500 Phone number verifications/month
  • 100GB of storage space
  • 25 Event trackings
  • 10 Reports
  • Free built-in audio and video calling
  • Company Branding
  • In-app Chat Support
  • Unlimited Email Support


Contact to sales
  • Customization
  • Premium support
  • Assisted migration
  • Custom training
  • BAA option to certify HIPAA & HITECH compliance
  • Support for SAML 2.0-based single-sign-on
  • Privacy Shield certification for protection of personal information
  • Two-factor authentication via U2F device, TOTP app, or SMS
  • Unlimited number of team members
  • Unlimited number of Free Integrations
  • Unlimited number of Pro Integrations (Whatsapp, Twitter, Viber, Wechat only)
  • Unlimited Contact Size
  • Send Unlimited number of Emails/SMS
  • Unlimited number of Email Verifications
  • Unlimited number of Event Tracking
  • Unlimited data storage
  • Dedicated Chat Support
  • Dedicated Account Manager
  • Dedicated Customer Success Manager
  • Private Onboarding and Training Sessions
  • Priority Support and Custom Support Agreement
  • Support Option for On-Premise Deployments
  • Flexible Payment Options
  • Weekly email summary report of your organization’s health
  • Performance monitoring support

Free Plan

  • 1 Brand
  • 1 Team Member
  • 3 Integrations
  • 50,000 Contacts
  • 5,000 Emails/month
  • 500 Email verifications/month
  • 500 Phone number verifications/month
  • 20GB of storage space
  • 5 Event trackings
  • 3 Reports

Plans starting from: $29.00/month Credit card required: No

erxes FAQs

Does erxes offer guides, tutorials and or customer support?

Yes. Users can use the following resources:
- Self-Service Knowledge Base
- Community Forum Access
- Unlimited Email Support
- In-app Chat Support
- erxes Documentation
- Onboarding Video Tutorials
- Onboarding Bot Assistance
- 30-minute onboarding session with a product expert, if applicable

What platforms does erxes support?

These operating systems are supported: Windows, Linux, Mac OS.

If you're running the open-source installation, you can run erxes with these:
* Ubuntu
* Docker

Does erxes integrate with any other apps?

Yes, it integrates with the following apps:
* Amazon SES
* Facebook (Messenger and Post only)
* Gmail
* Slack (through webhook)
* Sunshine Conversations (only on the open-source version)

But we have a lot more integrations coming soon. The full list is available on our website.

Does erxes offer multi-user capability (e.g. teams)?

Yes, additional 5 more team members cost $5/month.

Who are the main user groups of erxes?

Sales, marketing and customer support teams.

What is erxes generally used for?

Sales, marketing, CRM, customer support, SME management, enterprise management, etc.

Does erxes offer an API?

No, erxes does not offer API yet.

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