Every tool your team already uses.
Salezx connects to your CRM, ERP, communication platforms, and market intelligence sources. Here is what is available — and on which plan.
CRM Integrations
All CRM integrations are available on every Salezx plan. OAuth setup takes under 10 minutes — no code required.
Setup guideFull pipeline sync — Accounts, Contacts, Opportunities, Activities. Voice log-back with ACT.
Bi-directional sync with Dataverse. Supports custom entities and multi-environment setups.
Setup guideSales Hub and Marketing Hub. Deal tracking, contact enrichment, and pipeline intelligence.
Setup guideFull module sync across leads, contacts, accounts, and deals. Supports custom modules.
Setup guideERP & Operations
Surface stock levels, order status, and shipment data directly in the Salezx chat interface. Reps get ERP answers without logging into SAP or Oracle — they just ask.
Pull inventory status, order history, and shipment data into chat. Ask "what is the stock level for SKU X?" and get a live answer.
Surface Oracle reports in the Salezx chat interface. Customer order history, outstanding invoices, delivery status.
Order management and inventory data. Ideal for mid-market manufacturers using BC alongside Dynamics 365 CRM.
Connect your Tally Prime or Tally ERP9 data. Stock queries and debtor ageing — essential for Indian distributors and manufacturers.
Communication Channels
Meet your sales reps where they work. Salezx delivers the full AI assistant experience on WhatsApp, Teams, and Slack — no app download required for the end user.
Full Salezx chat interface on WhatsApp. Reps can ask ASK questions, log meetings, and update deals without opening a browser.
Salezx responds in Teams channels and DMs. Get deal alerts, pipeline digests, and ASK answers without leaving Teams.
Same capabilities as Teams. Install the Salezx Slack app — your team interacts via DM or a dedicated sales channel.
Calendar sync for automatic meeting logging. Google Meet links attached to activity records in your CRM via ACT.
Market & Intelligence Sources
Enrich your pipeline with live market data — account news, buying signals, and whitespace maps. Salezx surfaces the right information at the right moment in the deal cycle.
Account enrichment, buying committee mapping, and warm introduction suggestions based on shared connections.
White-space discovery for field reps. "Show me manufacturers within 50km of this account" — get a prospect list instantly.
Contact enrichment with direct dials, business emails, and firmographic data. Verify before you call.
Company news alerts, leadership changes, funding rounds, and expansion announcements — delivered as deal alerts in KNOW.
Integrations by plan
Every plan starts with full CRM connectivity. Advanced integrations unlock as your team scales.
| Integration | RUN | DRIVE | COMMAND |
|---|---|---|---|
| CRM Integrations | |||
| ERP & Operations (SAP, Oracle, BC, Tally) | |||
| WhatsApp Business | |||
| Microsoft Teams | |||
| Slack | |||
| Google Workspace (Calendar) | |||
| LinkedIn Sales Navigator | |||
| Google Maps (White-space) | |||
| News & Trigger Monitoring | |||
| Lusha / Apollo / ZoomInfo | |||
| Custom webhook integrations |
Plan details and pricing at salezx.ai/pricing
Do not see your tool?
We add new integrations every quarter based on customer demand. If you need a connector that is not listed here — your ERP, regional CRM, or internal data warehouse — tell us and we will prioritize it.
Enterprise customers on COMMAND can request custom webhook integrations with any internal system.
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