Update your CRM without ever opening it.
Describe what happened in chat. Salezx writes the record.
15 minutes of CRM admin. Cut to 90 seconds.
After every customer meeting, reps spend 10–15 minutes updating the CRM — logging calls, updating stages, writing notes, creating tasks. ACT cuts that to 90 seconds. Just describe it in chat, and Salezx handles the rest. Your CRM stays accurate without your reps ever opening it.
- Auto-creates meeting logs with attendees, topics, and outcomes
- Updates opportunity stage and close date from what you describe
- Creates follow-up tasks with due dates and assignees
- Logs contact notes directly to the right record
- Works on mobile, web, or WhatsApp — wherever your rep is
Salezx
ACT — CRM Updates
Done ✓ — 4 records written
- Meeting logged→Atlas Pumps · P-500 presentation
- Note added→Priya Shah · Budget check pending
- Opportunity stage→Proposal Sent
- Follow-up task→June 28 · Call Priya re: budget
Written to Salesforce · 2 seconds ago
Five steps. Done before you reach the car.
ACT is designed to be used immediately after a meeting — while details are fresh and you still have a signal. It works in under two minutes.
Have your meeting or call
Nothing changes about how you sell. ACT works after the conversation, not during it.
Open Salezx immediately after
Use the web app, mobile app, or WhatsApp — whichever is already open on your phone.
Describe what happened in plain language
Type "Log my meeting with [contact] at [company]" and describe what was discussed, what was agreed, and what comes next. No special syntax needed.
Review the summary Salezx generates
Salezx shows you exactly what it will write — contact, company, stage change, note text, task due date. You can edit any field before confirming.
Confirm. Records land in your CRM within seconds.
Meeting log, contact note, opportunity update, and follow-up task are all written simultaneously. Your manager sees an up-to-date pipeline. You move on.
Everything that happens in the field, captured in one conversation.
ACT handles every type of CRM update a field rep or inside sales rep makes in the course of a normal day.
Meetings & Activities
- Phone calls and video calls
- On-site visits and factory walkthroughs
- Product demos and presentations
- Quarterly business reviews
- WhatsApp conversations
- Trade show and event meetings
Opportunity Updates
- Stage changes (e.g., Proposal Sent, Negotiation)
- Close date revisions
- Deal value changes
- Competitor mentions and risk flags
- Decision-maker changes
- Closed won or closed lost records
Tasks & Follow-Ups
- Follow-up call reminders with due dates
- Action items from meeting discussions
- Escalations to managers or technical teams
- Sample or demo unit dispatch reminders
- Quote follow-up tasks
- Customer onboarding checkpoints
Write naturally. Salezx figures out the rest.
No scripts, no rigid phrasing. Type what happened the way you'd describe it to a colleague, and ACT maps it to the right CRM fields.
"Log my call with Rahul at Krishna Industries. We discussed pricing on the C-400 machining center. He wants a formal quote by end of week."
"Update the Atlas Pumps deal to proposal stage. Close date is now end of July. Value is 24 lakhs."
"Remind me to follow up with Sanjay at Bharat Steel on Friday about the Q3 order."
"Add a note to Priya Shah — she mentioned they're planning a 20-machine expansion next quarter. Strong cross-sell opportunity."
"I just visited the Pune warehouse at Tata Engineering. They showed me their current lathe setup. Two machines due for replacement next financial year."
"Mark the VM-50 deal at National Manufacturing as closed won. Final value 18 lakhs. PO received this morning."
In the office, on the road, or between meetings.
ACT meets your reps where they are. All three interfaces write to the same CRM — pick whichever one you have open.
Web App
Full-featured desktop experience. Type your update in plain language. Best for longer debriefs and reviewing what Salezx wrote before confirming.
Mobile App
Tap, type, done. The mobile app is optimised for quick chat input right after a meeting. Supports offline drafting that syncs when you reconnect.
Send a message to the Salezx WhatsApp number. No app to install. Works on any phone your reps already carry.
Slack
Log meetings and update deals directly inside your team's Slack workspace. No context switching — ACT will meet your reps where they already are.
Plan availability
ACT is available on the Scale and Enterprise plans. CRM connection is required — ACT writes directly to your Salesforce, Dynamics 365, HubSpot, or Zoho account. No CRM connected yet? Set it up in under an hour.
Ready to Give Your Sales Team Superpowers?
Start with a free trial. See results in your first week.
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