lexisOS
Setting things up…
Setting things up…
Rule-based scoring you can read, two-way CRM sync with a conflict log, and a per-org audit trail — data integrity as a set of visible mechanics, not a promise.
A scraped LinkedIn profile is a Person, deduplicated per organization before it ever becomes a Lead. Leads, Contacts, Deals, and Vendors are distinct record types with their own custom fields and saved views — not overloaded variants of the same table pretending to be different things.
Not a policy document — the actual points where the system enforces or exposes something about your data.
Zoho CRM and HubSpot both sync two-way with field mapping and a per-conflict resolution log.
Lead and deal scoring is an admin-defined table of point values per event — a stage change, a tag added, a reply — not a black-box model no one can explain in a pipeline review.
Every AI generation call reserves budget before it runs and finalizes the actual cost after, so a spending cap holds even under concurrent use.
Customers get their own 90-day audit log of admin actions in their workspace.
A catalog-driven KPI builder and composed Reports, shared or private, instead of a fixed set of tiles.
Saved views and Lists share the same filter engine, reusable across list screens and dynamic segmentation.
A scraped LinkedIn profile becomes one Person record per organization, not a new row every re-scrape.
A Lead converts to a Contact or Deal in one action that locks the source record so it can’t drift.
Pushed to Zoho or HubSpot, and pulled back — with conflicts logged, not silently overwritten.
The same admin-defined points table applies on every event, for every record.
“Scoring is a table you can read, not a model you have to trust.”
Start free and connect Zoho or HubSpot — the conflict log shows you exactly what didn’t match.