Changelog

What's new in Salezx.

Every release, every improvement — shipped every two weeks. Built for B2B sales teams in manufacturing, machinery, professional services, consumer goods, and building materials.

NewImprovedFixed

Subscribe to release updates: hello@salezx.com

June 2026

Zoho CRM connector + deal slippage alerts

v1.6
  • NewZoho CRM connector — full bidirectional sync with accounts, contacts, opportunities, and activities. Supports all standard Zoho field mappings.
  • NewDeal slippage detection — Salezx flags deals that go quiet for 7+ days or slip past their close date, and surfaces them in the morning briefing and manager dashboard.
  • ImprovedASK feature — 30% faster document search powered by a new indexing engine. Noticeable on large catalogs and multi-chapter technical manuals.
  • FixedVoice logging occasionally missed the contact name when the company name was ambiguous. The disambiguation logic now resolves this correctly.
May 2026

WhatsApp interface + Dynamics 365

v1.5
  • NewWhatsApp Business interface — your reps can now access the full Salezx experience via WhatsApp chat, including ASK, briefings, and voice logging. No new app required.
  • NewMicrosoft Dynamics 365 connector — GA release with full account, contact, opportunity, and activity sync.
  • NewPipeline forecast view — managers receive a daily summary of committed pipeline vs target, with a per-rep breakdown.
  • ImprovedRFQ analysis accuracy improved for multi-product enquiries. The RESPOND feature now correctly attributes line items when a single RFQ covers several product families.
  • ImprovedMorning briefing now includes ERP order status when SAP is connected (Command plan). Reps see outstanding delivery confirmations without leaving the briefing.
  • FixedOccasional timeout on large document uploads (>50 MB) — resolved. Upload progress now shows accurately for files up to 200 MB.
April 2026

Voice CRM logging + RESPOND feature

v1.4
  • NewVoice meeting logging — dictate a summary after any meeting and Salezx writes a structured activity to your CRM, extracts next steps, and creates follow-up tasks.
  • NewRESPOND — paste any inbound enquiry or RFQ and get an AI-powered analysis: product fit, missing specs, risk flags, and a draft reply grounded in your catalog data.
  • NewFollow-up task creation from voice — after logging a meeting, say "follow up Thursday" and Salezx creates the task in your CRM automatically.
  • ImprovedAccount briefing now shows the last three ERP orders when SAP or Oracle is connected — order number, value, delivery status, and any open service requests.
  • FixedHubSpot contact sync previously skipped contacts with no email address. All contacts now sync regardless of email field status.
March 2026

Pipeline intelligence + HubSpot

v1.3
  • NewHubSpot connector — full bidirectional sync, including custom properties and deal stages. Supports pipelines with up to 20 stages.
  • NewPipeline forecast intelligence — compare committed vs pipeline vs target at the team and individual level, updated in real time from CRM data.
  • NewRep next-move nudges — daily suggestions for each rep's three highest-priority accounts, ranked by deal size, close date proximity, and days since last activity.
  • ImprovedASK now handles multi-turn conversations. Reps can ask a follow-up question in context — "what's the spindle speed?" followed by "and the table size?" — without repeating the product name.
  • ImprovedDocument upload now supports Excel files with multiple sheets. Each sheet is indexed separately and cited individually in answers.
February 2026

Salesforce connector + visit planning

v1.2
  • NewSalesforce connector (GA) — full bidirectional sync covering all standard and custom objects. Supports Salesforce orgs with up to 500k records.
  • NewVisit planning and meeting preparation — Salezx generates a structured pre-meeting brief for any account: open items, last orders, deal status, and suggested talking points.
  • NewAccount history timeline in account briefings — a chronological view of every interaction, order, and deal, going back as far as CRM history allows.
  • ImprovedMobile interface — faster load times and improved voice input responsiveness on Android and iOS. Voice capture now works reliably in noisy factory environments.
  • FixedOccasional duplicate activity logs when the app reconnected after an offline period. Deduplication now runs on reconnect before writing to CRM.
January 2026

Account briefings + rep nudges — initial platform launch

v1.1
  • NewAccount briefing on demand — a full 360 view of any account: contacts, open deals, order history, recent activities, and open service requests in a single summary.
  • NewDaily morning briefing per rep — delivered by 7 am each working day. Covers the day's priority accounts, upcoming meetings, and pipeline alerts.
  • NewRep next-move nudges — actionable daily suggestions for which accounts to call, visit, or follow up with, and why.
  • NewASK feature (initial launch) — product Q&A from uploaded documents. Upload your catalog, price list, or technical manual, and your reps can ask it questions in plain language.

Older releases available on request. Email hello@salezx.com

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