One platform. Three engines. 33 solutions.

Salezx learns your documents, CRM and ERP reports and turns them into a single AI your team can simply talk to — one Sales Brain, plus engines for lead generation and customer success.

One brain — use every solution in Microsoft Teams Microsoft 365

Three Engines

One platform. Three ways to grow.

Every engine runs on the same AI brain — your documents, CRM and ERP reports — but each is built for a different job.

Salezx

Sales Brain

Every rep walks in knowing everything: briefings, quotes, live margin, ERP answers and a CRM that updates itself.

Salezx Grow

Lead Gen

Fills the funnel: finds prospects, gets you found on Google and AI search, captures every channel, and runs the outreach.

Salezx Customer

Customer Buddy

Serves customers on WhatsApp, web and calls, watches account health, never misses a renewal, and spots expansion.

New · AI-Search / AEO

Get found on Google and on AI answer engines.

Your buyers don't just search Google anymore. They ask ChatGPT, Claude, Perplexity, and Gemini. Salezx is the only platform that optimises your presence for both — so you show up wherever the question is asked.

ChatGPT

AI Answer Engine

Claude

AI Answer Engine

Perplexity

AI Answer Engine

Gemini

AI Answer Engine

Nobody else pitches this. We do — because it's where your next customer will find you.

Salezx Sales Brain — Deep Dive

How it works across the sales cycle

Prep → Sell → Close → Flow. Four stages, one AI.

AM

Anderson Manufacturing

Customer 360 View

High Value

Active Pipeline

$142,500

Open Tickets

2 Requires attention

AI Morning Briefing

  • Meeting at 2 PM to discuss TP-3000 upgrade.
  • Competitor TechEquip recently pitched them. Emphasize our 99.9% uptime guarantee.
  • Recent supply chain delay resolved. Mention parts are now in stock in Ohio.
Prep

Your customers expect you to know them. Now you do.

Walk in ready, every time. From twenty minutes of prep to ten seconds — every rep, every meeting.

  • Unified account intelligence — Every account's history, contacts, open deals, orders, and promises — pulled together and summarised on demand.
  • Daily AI Morning Briefing — Every rep starts the day knowing what matters most.
  • ERP Reports On Demand (read-only) — Stock, credit, billing & order status in chat — from your ERP reports. Documents are never modified.
  • Sales Playbook Intelligence — Right talk track, right competitive response, right situation.

The Outcome:

"From 20 minutes of prep to 10 seconds. Every rep. Every call."

Sell

Your customers expect instant answers. Now every rep has them.

The smartest person in every room. Every rep sells with your best rep's knowledge — no more “let me check and get back to you.”

  • Instant product & pricing answers — Specs, configurations, lead times, and current pricing, answered in plain language so reps never stall mid-conversation.
  • Meeting Intelligence Co-Work Agent — AI listens and surfaces answers in real time.
  • Voice & chat, in the field — Reps interact by voice or chat, on the move — no laptop, no forms, no friction.
  • Response Agent — Draft emails and proposals from live account data automatically.

The Outcome:

"Every rep sells with your best rep's knowledge."

DK
Dan K.
SJ
Sarah J.
AM
Alex M.
+2 Others
Active Listening

DETECTED QUESTION

"What's the lead time on the TP-3000 with the high-speed module?"

SUGGESTED ANSWER

Standard lead time: 4-6 weeks

However, we currently have 2 units in stock at the Dallas warehouse. If they sign this week, we can ship by Monday.

BATTLECARD: PRICING

Don't drop the price. Focus on TCO. They will save $40k/yr on energy with our VFD system compared to standard models.

Generate Smart Quote

Auto-validated

Drafting quote for Beta Industries...

"Build a quote for Beta Industries. TP-3000, extended warranty, standard installation."

Item
Qty
Price
TP-3000 Base Unit
1
$85,000
3-Year Extended Warranty
1
$12,500
Standard Installation
1
$4,500
Total:
$102,000
Close

Your reps want proposals out fast. Now they go out in minutes.

Deals move, nothing stalls. Fewer errors, faster quotes, zero deals lost to a slow follow-up.

  • Proposal & quote acceleration — Draft accurate quotes and proposals in minutes, using live data instead of last quarter's spreadsheet.
  • Proactive follow-up — Nothing slips. Salezx surfaces the follow-ups, renewals, and openings that would otherwise be forgotten.
  • Cross-sell & upsell signals — It spots the next obvious sale hiding in the account and puts it in front of the rep.
  • Action on Lead — Convert, update, and advance CRM records by voice.

The Outcome:

"Fewer errors. Faster quotes. Zero deals lost to slow follow-up."

Flow

Your management wants a pipeline they can trust. Now it stays current on its own.

The system stays alive. Records update themselves, the pipeline reflects reality, and leads stop disappearing.

  • Automatic record-keeping — Salezx writes the update for the rep — conversations, next steps, and changes flow into your records without manual entry.
  • Works on your stack — Sits on top of your existing CRM, documents and ERP reports. No rip-and-replace. Reads widely, acts only in your CRM.
  • Deal Risk Detection & Alerts — Know exactly which deals are slipping before they fail.
  • Pipeline Risk Intelligence — Real forecasts based on objective activity.

The Outcome:

"CRM stays current. Pipeline stays real. Leads stop disappearing."

Pipeline Radar

Total Pipeline

$4.2M

AI Forecast

$1.8M

Risk Deals

3

Active Alerts

Delta Corp - $250k

Stalled for 14 days. Competitor mentions detected in recent emails.

Omega Systems - $120k

Strong buying signals detected in latest workflow. Forecast up to 85%.

Sigma Industries - $85k

Missing technical requirements. Action required from Sales Engineering.

The Full Catalogue

The solutions — 33 in six categories

Each tile is one solution: what it does for you, and the features inside. Premium solutions use paid external data or heavy AI and are quoted separately.

The Core

Everyone starts here — the AI Sales Brain foundation. Included with Run.

Brief-me

Every rep walks in knowing everything.

Account 360 · product & price questions · objection & battlecard recall · source-cited answers

Auto-CRM

The CRM keeps itself — reps sell, not type.

Voice / WhatsApp / chat capture · auto activity logging · records updated by conversation · meeting notes

Follow-up

Nothing goes cold.

Cue-driven nudges · deal-slippage alerts · next-best-action · follow-up chasing to closure

Ask-ERP

Promise what you can actually deliver.

Stock, credit, billing & order status in chat — from your ERP reports · order-to-cash status

Account Intel

Never lose a relationship.

Buying-committee & org mapping · people-movement alerts · credit & company enrichment

Sales

Win more, quote faster, protect margin.

Quote & Propose

Faster to yes.

Quotes in minutes on your price lists · tailored proposals & SOWs · attached to the opportunity

Margin Guard

Grow revenue without giving away margin.

Live margin as the quote is built · discount guardrails & approvals · profitability scoring · erosion alerts

RFP & Tender

Win more of the bids you qualify for.

RFP parsing into a checklist · response assembly from your knowledge base · gap & compliance check

Review & Forecast

Reviews that produce action, not decks.

Live answers in review calls · commitment capture · forecast from discussion · action tracking

CPQ

Complex products quoted right the first time.

Guided configure-price-quote · compatibility & exact-fit validation · complex-config pricing

LinkedIn Navigator Insights Premium

Time every outreach to a real moment.

Buyer & account signals · role & job-change alerts · engagement & intent · org-chart updates

Marketing — B2B

Fill the funnel with the right businesses. Get found on Google and by AI.

Prospect Discovery

Find who you should be selling to.

ICP matching · firmographic filters · account scoring · new-market identification

Google SEO

Grow inbound demand on Google.

Keyword strategy · content briefs · on-page optimisation · rank tracking

AI-Search (GEO) Premium

Get found by AI, not just Google.

Visibility on ChatGPT, Claude, Perplexity & Gemini · AI-search content optimisation

Authority & Backlinks

Build the credibility that lifts rankings.

Relevant-site identification · placeable content · AI-assisted authority building

Email & LinkedIn Outreach

Cold outreach that lands.

Personalised email sequences · LinkedIn outreach · reply classification & qualification · CRM write-back

Marketplace Sourcing

Catch demand already in the market.

IndiaMART, TradeIndia & tender-portal monitoring → leads to CRM

Marketing — B2C

Capture demand where consumers and dealers actually are.

Social Capture — Instagram & Facebook

Turn scrolling into leads.

Instagram & Facebook capture bots (DMs, comments) · ad-response chat · scoring & routing

WhatsApp Marketing

Reach people where they reply.

Broadcast & template campaigns · two-way vernacular conversation · responses logged to CRM

Reviews & Reputation

Turn happy customers into ranking.

Post-sale survey/call · sentiment read · honest reviews on Google, Google Maps & Yelp · ranking lift

YouTube & Video

Get found where buyers watch.

Video content generation & optimisation · captions, descriptions & keywords for YouTube

Voice Outreach Premium

Voice at scale, day and night.

Outbound AI calling to qualify & follow up · inbound call handling · call logging to CRM

Walk-in & Self-Help

Capture the people who show up.

Walk-in registration · self-help assistant at the counter/branch · capture to CRM

Business Development

Grow the accounts and territory you already have.

Whitespace & Cross-sell

Sell more to accounts you own.

Cross-sell gaps per account · wallet-share analysis · unsold-product ranking → opportunities

Territory Expansion

See every outlet you’re not selling to.

Google Maps territory whitespace · beat & route planning · nearby-outlet prompts · new-outlet discovery

Group & Sister Mapping

Win the rest of the group.

Related group entities · subsidiaries & sister concerns · look-alike accounts → leads

New-Product Placement

Launch to the right outlets first.

Right outlets first · placement, first-order & repeat tracking · range-selling nudges

Influencer & Events

Turn your event spend into leads.

Influencer/specifier pool & outreach · BTL & event lead capture, dedupe & assignment · activity tracking

Customer

Keep customers, grow them, and never be surprised by churn.

Service Desk

Every customer served fast, with context.

Ticketing & case management · SLA tracking & escalation · self-service on WhatsApp & Website

Customer Health

Know a customer’s at risk before they leave.

Health & churn-risk scoring · onboarding & adoption tracking · expansion detection → sales

Renewals & AMC

Never scramble at renewal.

Renewal & AMC tracking and prompts · closure follow-ups · win-back

Channel Comms

Keep dealers in the loop, capture orders.

Partner & dealer communication (WhatsApp, Email) · channel order & query capture in vernacular

Customer Communications

Every inbound touch answered and captured.

Incoming calls · Website chat · WhatsApp · Instagram & Facebook · email — answered & logged to CRM

See it with your data. In 48 hours.

We learn your documents, CRM and ERP reports and show you Salezx working with your accounts, products, and pipeline — not a generic demo.