From six systems to one conversation.
Salezx connects what you already run, then gives your team one place to ask and act.
One AI Brain — in Microsoft Teams and Microsoft 365
Connect your files — and your CRM if you want. The same Salezx brain reads, thinks and answers, and your team talks to it right where they already work.
Your data
- Your files & documents
- Your CRM (optional)
AI Brain
Your team uses it in
Same brain, both places — no extra work for your team.
The Guided Pilot
For teams that want a fully managed rollout. We connect your systems, train the AI on your entire product suite, and ensure a flawless launch.
Connect
Day 1We securely link your CRM, ERP, documents, product and pricing data, and research sources.
- Secure API integration
- Custom field mapping
- Historical data sync
Unify
Day 1Salezx builds one live picture of every account, product, and deal across all those sources.
- PDFs, Excel, Word
- Product & pricing catalogues
- Email & document context
Converse
Day 2Reps ask in plain language and get instant, accurate answers and next steps — by voice or chat, on the move.
- Works on mobile and desktop
- Voice input supported
- Answers in seconds
Act & Update
Day 2Salezx drafts the quote, the follow-up, and the record update — so selling and admin happen in one motion.
- Auto-record updates
- Quote and proposal drafting
- Follow-up scheduling
Self-Serve Trial
Want to see it for yourself right now? Upload a few documents and get a feel for how Salezx answers questions.
Upload Your Docs
Upload your product catalogs, price lists, spec sheets, and competitive battlecards. We support PDF, Excel, Word, and more.
- Drag and drop or bulk upload
- AI extracts and indexes content
- Usually ready in minutes
AI Learns Your Products
Our AI reads and understands your entire product knowledge base, creating a searchable brain for your sales team.
- Understands technical specs
- Learns pricing and configurations
- Connects related information
Your Team Starts Asking
Sales reps ask questions in natural language—just like texting a colleague. They get instant, accurate answers.
- Works on mobile and desktop
- Voice input supported
- Answers in seconds
Connect CRM When Ready
Start with docs, unlock the full power with CRM. Link your CRM — Salesforce, Dynamics 365 or Zoho — to unlock pipeline intelligence and 360 views.
- Daily pipeline briefings
- Update CRM by voice
- Never miss a follow-up
Governance
Reads widely. Acts only in your CRM.
Enterprise-grade guardrails, built in. Salezx reads across your systems to answer and prepare — but it only ever writes where you allow it.
Acts in one place
Salezx reads your CRM, documents, ERP reports and channels — but only ever writes back to your CRM.
Documents never modified
Your files are read-only. Salezx ingests and understands them; it never changes or overwrites them.
Email is read-only
Salezx reads context and drafts replies for your rep to review — it never sends on your behalf.
No CRM? No problem
Don't have a CRM to connect?
Command includes a Sales & Service CRM, shaped for your industry — so you get the full Salezx experience even if you're starting from scratch or replacing an old system.
See Command on pricing