Your entire pipeline, in one morning briefing.
Account health, deal risk, buying signals — Salezx watches the signals so you don't have to.
What is KNOW
The pipeline review your reps run before their manager does.
KNOW watches your CRM data in real time and surfaces what matters — before your rep opens a spreadsheet or runs a pipeline report. Every morning, every rep gets a briefing tuned to their territory. Every manager sees the real picture across the team — not the sanitised version.
- Account warmth scores — Understand at a glance which accounts are engaged and which have gone cold.
- Deal slippage detection — Flags deals that have missed close dates or lost momentum, automatically.
- Buying signal capture — Surfaces reorder proximity, renewal windows, and expansion indicators from your CRM and ERP data.
- Forecast vs target visibility — Every rep sees their committed and pipeline numbers against quota. Every manager sees the whole team.
- Next-move nudges — Salezx suggests the most valuable next action for each account, based on activity and deal stage.
Daily Briefing
Good morning, Arjun ☀️
Bharat Forge — ₹18L deal at risk
Close date passed 11 days ago. No activity logged in 3 weeks. Likely needs re-qualification.
Tata AutoComp — reorder signal
Last order was 74 days ago (avg cycle: 68 days). Good time to reach out for the next order.
Kirloskar Industries — proposal follow-up
Proposal sent 6 days ago. No response. Suggested action: call today.
Intelligence Types
Four signals that change how your team sells.
KNOW doesn't give you a dashboard to monitor. It tells you what needs attention and what to do about it.
Account Briefing
Full 360-degree view of any account — transaction history, open deals, key contacts, last interaction date, and ERP order status — pulled together and summarised in seconds. Ask before any call. Your rep walks in knowing what the last rep promised.
Deal Risk Alerts
Flags deals that have gone quiet, slipped from their close date, or lost activity momentum. Salezx watches for the signals your reps miss when they're busy — and surfaces them before your manager asks about it in the pipeline review.
Buying Signal Capture
Detects reorder patterns from ERP data, contract renewal proximity, and expansion indicators from CRM activity. A customer who ordered bearings every 60 days and hasn't reordered in 80 is a signal — Salezx catches it and routes it to the right rep.
Pipeline Forecast
Compares committed pipeline vs total pipeline vs quota for each rep and the team. Updated every day from live CRM data — not a snapshot from last Monday's export. Sales managers see the real number. Reps see where they stand against target without opening a report.
How to Use KNOW
Connect your CRM. The rest is automatic.
KNOW requires a live CRM connection to function. Once connected, there is no configuration — it starts surfacing intelligence immediately after the initial data sync completes.
Connect your CRM
KNOW requires a live CRM connection to Salesforce, Dynamics 365, HubSpot, or Zoho. OAuth setup takes under 10 minutes and does not require custom development. Initial sync runs automatically once connected.
CRM setup guideAsk on demand or receive your daily briefing
Ask “Brief me on Bharat Engineering” before a call, or “Which deals are at risk this week?” during your morning planning. KNOW also delivers a proactive daily briefing to each rep — surfacing the three to five most important signals in their territory.
Review your morning alerts
Each morning, Salezx surfaces your three to five most important signals — at-risk deals, warm accounts, overdue follow-ups, and target gaps. Delivered via chat, WhatsApp, or email depending on your notification preferences.
Take action with ACT
After reviewing KNOW insights, use ACT to act immediately — log a call, update a deal stage, schedule a follow-up, or escalate an account — all via chat, without opening your CRM.
ACT feature guideExample Queries
Ask it anything about your pipeline.
These are real questions manufacturing and industrial sales teams ask every day. KNOW handles all of them.
“Brief me on Bharat Engineering before my 3pm call.”
“Which deals are at risk of slipping this week?”
“What accounts in Maharashtra haven't ordered in 90 days?”
“Show me my pipeline vs target for this quarter.”
“Which opportunities have gone quiet in the last two weeks?”
“Is Tata AutoComp near their contract renewal date?”
“What deals closed last month vs what I had forecasted?”
“Which accounts show expansion potential based on order history?”
Plan Availability
KNOW on Drive vs Command.
Core pipeline intelligence is available on all paid plans. Advanced buying signal detection and manager-level roll-ups require Command.
| KNOW Feature | Drive | Command |
|---|---|---|
| Account Briefing (on demand) | ||
| Daily morning briefing summary | ||
| Deal risk alerts | ||
| Pipeline vs target dashboard | ||
| Buying signal detection | ||
| Forecast accuracy tracking | ||
| Territory-level pipeline roll-up | ||
| Manager briefing (team-level) |
Related features
KNOW surfaces the signals. These features help you act on them.
CRM updates via chat
Log calls, update deal stages, and schedule follow-ups via chat — directly from your KNOW briefing.
Read guideInstant product answers
Combine KNOW's account intelligence with ASK's product knowledge to walk into every meeting prepared.
Read guideConnect your CRM
KNOW requires a CRM connection. Get step-by-step instructions for Salesforce, Dynamics, HubSpot, and Zoho.
CRM setup guideStop finding out about deals after they slip.
KNOW surfaces at-risk deals, warm accounts, and forecast gaps every morning — before your pipeline review.
Or request a guided pilot →