IDX Company
- Company typePrivate
- Founded2019
- HeadquartersCuritiba, Brazil
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What IDX Company does
IDX Company is a privately held Brazilian SaaS company headquartered in Curitiba, Paraná, that operates a modular CRM platform built natively around WhatsApp and AI-driven automation. The platform unifies a multi-number WhatsApp inbox (Inbox Unificado), a visual sales pipeline (Funil de Vendas), task management (Workspace), proposal and contract generation (Propostas & Contratos), digital time tracking compliant with MTE regulations (Jornada), no-code automations, multi-company data isolation (Multi-Empresa), and a referral program (Indicações) into a single dashboard. The company holds official Meta technology partner status for the WhatsApp Business Platform via Meta Cloud API, enabling multi-number WhatsApp plus Facebook and Instagram integrations; it also operates as a digital marketing agency offering landing pages, e-commerce, branding, social media management, and paid advertising.
The company's AI capabilities center on two modules: IODAI, a custom autonomous agent trained per client on catalog, voice tone, and business rules, delivered under a 1–3 month professional services engagement and deployed for 24/7 WhatsApp customer service, lead qualification, appointment scheduling, and proposal sending; and IDX.IA, an internal AI that processes company data to answer queries about clients, sales, and documents and generates reports on demand. The platform runs on Brazilian cloud infrastructure and is LGPD-compliant (Lei nº 13.709/2018), with documented data minimization, consent management, encryption in transit and at rest, audit logs, and CNPJ-level logical isolation. Integration surface includes open webhooks, real-time WebSocket events, a public API, and native Google Calendar connectivity.
IDX generates revenue through three streams: (1) modular SaaS subscriptions priced from R$97/month with 5 included users per module and volume discounts scaling to 32% off at 51+ users across modules priced R$97–R$237/month; (2) IODAI custom AI projects billed as separate professional services with project fees plus monthly per-number charges; and (3) digital marketing agency services billed on custom quotes. Go-to-market is hybrid: product-led self-serve activation via the website for SMB module adoption, WhatsApp-assisted inside sales (+55 41 9222-8018), and direct sales-led engagement for IODAI and marketing projects. The named customer base is concentrated in Brazilian SMBs across digital marketing (Agência Komyo), legal services (TGT Target Advocacia), healthcare (Clínica Vida), certification services (Certifica Curitiba), and commercial/sales (AR IDEAL), with all operations confined to the Brazilian market.
IDX Company firmographics
Firmographics- Name
- IDX Company
- Legal name
- IDX Company
- Website
- https://idxcompany.com.br
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
IDX Company industry classification
Industry- Product category
- CRM Software (WhatsApp-native AI CRM)
- NAICS
- Software Publishers (51321)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- B2B SaaS & Enterprise Personalization (CRM, Sales, Support) (HDAAAGAJ)
- akta.pro secondary industries
- Customer Service, Support & Contact Center CRM (HDAEAFAC), Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK)
Keywords
Where IDX Company is headquartered
LocationHeadquarters
- HQ city
- Curitiba
- HQ country
- Brazil
- HQ region
- Latin America
Offices1 record
Markets served
IDX Company business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Platform Subscription: Modular SaaS subscription model where customers pay fixed monthly fees per module. Each module includes 5 users. Additional users at per-seat pricing with volume discounts (10% off 11-20 users, 18% off 21-30, 25% off 31-50, 32% off 51+). No setup fees, no fidelity commitment.
- IODAI Custom AI Project: Custom AI agent built under measure for WhatsApp. Project fee + monthly per-number charge. Requires 1-3 months of development by IDX team. Billed separately from platform subscription.
- Marketing Services: Digital marketing agency services including landing pages, e-commerce, visual identity, social media management, Google Ads, and Meta Ads. Billed separately via custom quote.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Inbox WhatsApp - Unified multi-number inbox with labels and filters |
| Subscription | Monthly | Workspace - Task management with Kanban boards and lists |
| Subscription | Monthly | Jornada - Digital time tracking with hash signatures |
| Subscription | Monthly | Funil de Vendas - Visual pipeline with metrics and forecasting |
| Subscription | Monthly | Propostas & Contratos - PDF proposal generator with templates |
| Subscription | Monthly | IDX.IA - Internal AI for company data analysis |
| Subscription | Monthly | Automações - No-code automation canvas |
| Subscription | Monthly | Indicações - Referral and partner program |
| Other | Multi-year contract | IODAI - Custom AI agent for WhatsApp |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels7 records
IDX Company product offering
Product offeringCore offering
IDX Company sells a modular SaaS CRM platform built around WhatsApp and native AI capabilities. The platform combines a unified WhatsApp inbox, visual sales funnel, task management, proposal/contract generation, digital time tracking, and no-code automations into a single dashboard. Revenue derives from monthly per-module subscriptions (R$97 to R$237/month, each including 5 users, plus per-seat add-ons), IODAI custom AI agent projects (1-3 month builds), and separately quoted digital marketing services.
Product overview
IDX Company offers a modular SaaS CRM platform built around WhatsApp and AI-native capabilities. The core platform unifies WhatsApp inbox, sales funnel, team tasks, proposals, time tracking, and automations in a single dashboard. Individual modules are independently activated with 5 users included each: Inbox (R$197/month), Workspace (R$117/month), Jornada (R$117/month), Funil de Vendas (R$237/month), Propostas & Contratos, IDX.IA (flat fee + credits), Automações (R$147/month), and Indicações (R$97/month). IODAI is a custom-built AI agent (under-measure project, 1–3 months delivery) that autonomously handles WhatsApp conversations, qualifying leads and driving sales. IDX.IA provides an internal AI for querying company data and generating reports. A separate digital marketing services division offers landing pages, e-commerce, branding, social media, and paid advertising, all integrated with the CRM.
Differentiator
Problem solved
Functional benefit
Brands
- IODAI: AI-powered WhatsApp assistant that attends, qualifies, and closes sales on WhatsApp, built custom for each client.
- IDX.IA
Products and services
- IODAI — Custom AI agent for WhatsApp Custom AI agent built under measure by the IDX team that operates 24/7 on WhatsApp, independently qualifying leads, creating funnel cards with customer details, scheduling appointments, and sending proposals. Trained on the client's catalog, voice tone, and business rules. Sold as a custom build project.
- Funil de Vendas (Sales Funnel) Visual sales pipeline where each lead becomes a draggable card moving through customizable stages. Provides real-time conversion metrics, revenue forecasting, stage-based automation triggers, and lead ownership. Conversations automatically generate funnel cards.
- Inbox Unificado (Unified Inbox) Unified multi-number WhatsApp inbox with labels, filters, responsible-party assignment, instant search, and complete customer history. Integrates team conversations alongside AI-powered responses.
- IDX.IA — Internal AI Assistant Internal AI assistant that knows company data; users ask about clients, sales, and documents and receive instant answers, analysis, and reports. Includes chat interface, document analysis, and automated report generation.
- Propostas & Contratos (Proposals & Contracts) Template-based proposal and contract generator with dynamic variables (client data, values, terms) that auto-populate. Generates PDF documents ready for digital signature and sends directly via WhatsApp from the same dashboard.
- Workspace — Team Task Management Team task management with Kanban boards, lists, assignees, deadlines, and comments — unified with conversations and pipeline in a single panel.
- Jornada — Digital Time Tracking Digital time tracking (ponto digital) with cryptographic hash signatures for each clock entry, ensuring data integrity and compliance with Brazilian MTE (Ministry of Labor) regulations. Includes hour bank and justification features.
- Automações — No-Code Automation No-code automation canvas with triggers, conditions, and actions. Users configure workflows triggered by tags, keywords, time, or events across modules, with support for scripts and webhooks for advanced automation.
- Multi-Empresa — Multi-Company Management Multi-company management allowing a single user to switch between companies with one click, isolate data by CNPJ, and set granular permissions per module. Designed for groups and franchises.
- Indicações — Referral and Partner Program Referral and partner program with conversion tracking. Users can reward partners who bring new clients. Tracks partner performance and automates reward payouts.
- Integrações & API Native Google Calendar integration, open webhooks, and public API with WebSocket support for real-time events. Enables connection to any external endpoint.
- Marketing Services Digital marketing agency services including landing pages, websites, e-commerce, visual identity, social media management, and paid advertising (Google Ads and Meta Ads), all integrated with the IDX CRM platform and funnel.
Companies that use IDX Company
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
IDX Company technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration7 records
AI capability4 records
Feature11 records
IDX Company partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Meta (WhatsApp Business Platform)coreOfficial Meta technology provider (Tech Provider) for WhatsApp Business Platform via Meta Cloud API. Enables multi-number WhatsApp integration, Facebook and Instagram API connections. Official partner badge used in marketing. Data processing done exclusively on behalf of clients.
Scale indicators4 records
Recent moves6 records
Expansion highlights6 records
IDX Company competitors and assessment
Company assessmentBroad incumbents
- Salesforce: Global CRM leader with sales, service, and marketing clouds plus Einstein AI. Comparable CRM category with AI assistants; targets larger customers but functionally overlaps IDX's pipeline/automation.
- HubSpot: Global CRM platform with marketing automation, sales pipeline, and AI features. Comparable product functionality across CRM/marketing automation; broader portfolio and substantially larger scale.
Direct peers
- Zenvia: Brazilian cloud communications company offering WhatsApp business messaging, chatbot, and CRM-adjacent tooling. Comparable WhatsApp-native, Brazilian SMB/mid-market customer base with recurring SaaS revenue model.
- RD Station: Brazilian SaaS platform serving SMBs with marketing automation, CRM, and sales funnel functionality. Directly comparable SMB target, Brazilian market focus, and overlapping sales/lead management use cases.
- Pipefy: Brazilian-origin SaaS for workflow automation, CRM, and process management targeting SMB and mid-market. Comparable modular SaaS approach, Brazilian roots, and SMB-focused sales motion.
- Ploomes: Brazilian CRM platform for sales teams with pipeline management, proposal, and contract modules. Directly comparable product overlap in sales funnel and proposal/contract modules.
- Take Blip: Brazilian conversational AI and messaging platform with strong WhatsApp Business API presence. Comparable Brazil-focused, WhatsApp-native customer engagement positioning, and SMB-to-enterprise customer base.
Emerging players
- Respond.io: AI-powered customer conversation management software with WhatsApp and CRM integrations. Comparable WhatsApp-first messaging/CRM overlap targeting SMB and mid-market.
- Wati: WhatsApp Business API platform with CRM-like inbox, broadcasts, and chatbot capabilities. Comparable WhatsApp-native focus and SMB customer base; narrower product scope than IDX's full CRM stack.
- Kommo (amoCRM): Messenger-based CRM with WhatsApp integration and sales pipeline tooling. Comparable messaging-first CRM positioning targeting SMBs with pipeline and lead management features.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
IDX Company social profiles
Digital presenceIDX Company compliance and trust
Trust signalCompliance1 record
IDX Company financial estimates
Financial estimateRevenue estimate
Valuation estimate
IDX Company leadership team
Management profileNumber of profiles
IDX Company funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
IDX Company M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about IDX Company
What does IDX Company do?
IDX Company sells a modular SaaS CRM platform built around WhatsApp and native AI capabilities. The platform combines a unified WhatsApp inbox, visual sales funnel, task management, proposal/contract generation, digital time tracking, and no-code automations into a single dashboard. Revenue derives from monthly per-module subscriptions (R$97 to R$237/month, each including 5 users, plus per-seat add-ons), IODAI custom AI agent projects (1-3 month builds), and separately quoted digital marketing services.
Is IDX Company a public or private company?
IDX Company is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was IDX Company founded?
IDX Company was founded in 2019. It employs 1 to 10 people.
Where is IDX Company based?
IDX Company is headquartered in Curitiba, Brazil, in the Latin America region.
How does IDX Company make money?
Three revenue lines are on record. SaaS Platform Subscription is the primary driver. The others are IODAI Custom AI Project and marketing Services.
Who are IDX Company's main competitors?
Broad incumbents on record are Salesforce and HubSpot. Direct peers are Zenvia, RD Station, Pipefy, Ploomes and Take Blip. Emerging players are Respond.io, Wati and Kommo (amoCRM).
Does IDX Company have an API?
Yes. IDX Company offers an open API with webhooks and real-time event streaming via WebSocket. The API enables connection with any external endpoint and supports integrations with third-party systems.
What industry is IDX Company in?
IDX Company's product category is CRM Software (WhatsApp-native AI CRM). Its primary akta.pro industry code is HDAAAGAJ, B2B SaaS & Enterprise Personalization (CRM, Sales, Support), with a secondary code of HDAEAFAC, Customer Service, Support & Contact Center CRM. Its NAICS code is 51321 and its SIC code is 7372.