Meet the team.
Your strongest sales ops team. Works every day on your numbers, from the CRM, ERP reports, Excel sheets and email that run your business. Your reps sell; the team does the rest.
Meeting-prep desk
Before every call, the rep has the customer's last orders, open quotes and what was promised.
Every morning, before the first call, the rep gets a brief: the customer's last orders, open quotes, what was promised last time and what to ask for today. Reads your CRM, ERP reports and email. Works inside Outlook, so the rep never leaves the inbox.
Follow-up desk
Chases every enquiry and every quote until it closes or dies.
Every enquiry, every quote, every exhibition lead gets chased until it closes or dies. The rep gets the reminder and the draft; the owner gets the count of what's still open and how old it is.
Pricing desk
Tells the rep the price that wins, so margin isn't given away to close.
Before the negotiation, the rep knows the customer's real discount history and the price that will win this order. Margin stops being given away to close. Reads ERP invoices and your price lists.
Quotes desk
A quote or proposal in minutes, from your price lists, product docs and what this customer was quoted before.
The rep asks for a quote in a message; the team builds it from your price lists, product docs and what this customer was quoted before, in the format you already use. The rep reviews and sends. Nothing goes out unapproved.
Renewals & Reorders desk
Flags the service or support contract lapsing and the customer going quiet, before he's gone.
Watches every service and support contract and every parts and consumables cycle. Flags the contract about to lapse and the customer whose orders have gone quiet, before he's gone. Reads ERP reports.
Growth desk
Finds every customer who should be buying more, and hands the rep the play.
Finds the customers who should be buying more, the locations not yet covered, and the products they buy elsewhere. Hands the rep a ranked play each week, with one tap to act. Reads ERP and CRM together.
Collections desk
Watches every invoice against its due date, reminds the customer on time, and tells the rep which visit needs the payment conversation.
Every invoice is watched against its due date. The customer gets a polite reminder on time, in the rep's name; the rep is told which visit needs the payment conversation; the account is flagged before credit blocks the next dispatch. Reads ERP receivables.
Numbers desk
Keeps the CRM filled, tracks every target, and calls out deals that keep moving months.
Keeps the CRM filled from email and calls so reps sell instead of typing. Tracks every target, calls out the deals that keep moving months, and puts the real numbers on the owner's phone every morning.
Review desk
Runs your weekly sales review: pre-read before the call, live answers in the meeting chat, actions logged and chased until next week.
Sits in your weekly sales review on the Teams call. Posts the pre-read before the meeting, answers questions live in the meeting chat while you talk, updates the CRM and logs every action during the call, drafts the follow-ups, and chases each action until next week's review.
Works with what you already run.
Nothing replaced. Nothing to install.
Outlook, Gmail
Meetings and chat
Teams, Slack, Zoom
CRM
Salesforce, HubSpot, Dynamics 365
ERP reports
SAP, NetSuite, Epicor, Sage, QuickBooks — and Excel
Get found on Google and on AI answer engines.
Your buyers don't just search Google anymore. They ask ChatGPT, Claude, Perplexity, and Gemini. Salezx is the only platform that optimises your presence for both — so you show up wherever the question is asked.
ChatGPT
AI Answer Engine
Claude
AI Answer Engine
Perplexity
AI Answer Engine
Gemini
AI Answer Engine
Nobody else pitches this. We do — because it's where your next customer will find you.
The Full Catalogue
The solutions — 33 in six categories
Each tile is one solution: what it does for you, and the features inside. Premium solutions use paid external data or heavy AI and are quoted separately.
The Core
Everyone starts here — the AI Sales Brain foundation. Included with Run.
Brief-me
Every rep walks in knowing everything.
Account 360 · product & price questions · objection & battlecard recall · source-cited answers
Auto-CRM
The CRM keeps itself — reps sell, not type.
Voice / WhatsApp / chat capture · auto activity logging · records updated by conversation · meeting notes
Follow-up
Nothing goes cold.
Cue-driven nudges · deal-slippage alerts · next-best-action · follow-up chasing to closure
Ask-ERP
Promise what you can actually deliver.
Stock, credit, billing & order status in chat — from your ERP reports · order-to-cash status
Account Intel
Never lose a relationship.
Buying-committee & org mapping · people-movement alerts · credit & company enrichment
Sales
Win more, quote faster, protect margin.
Quote & Propose
Faster to yes.
Quotes in minutes on your price lists · tailored proposals & SOWs · attached to the opportunity
Margin Guard
Grow revenue without giving away margin.
Live margin as the quote is built · discount guardrails & approvals · profitability scoring · erosion alerts
RFP & Tender
Win more of the bids you qualify for.
RFP parsing into a checklist · response assembly from your knowledge base · gap & compliance check
Review & Forecast
Reviews that produce action, not decks.
Live answers in review calls · commitment capture · forecast from discussion · action tracking
CPQ
Complex products quoted right the first time.
Guided configure-price-quote · compatibility & exact-fit validation · complex-config pricing
LinkedIn Navigator Insights Premium
Time every outreach to a real moment.
Buyer & account signals · role & job-change alerts · engagement & intent · org-chart updates
Marketing — B2B
Fill the funnel with the right businesses. Get found on Google and by AI.
Prospect Discovery
Find who you should be selling to.
ICP matching · firmographic filters · account scoring · new-market identification
Google SEO
Grow inbound demand on Google.
Keyword strategy · content briefs · on-page optimisation · rank tracking
AI-Search (GEO) Premium
Get found by AI, not just Google.
Visibility on ChatGPT, Claude, Perplexity & Gemini · AI-search content optimisation
Authority & Backlinks
Build the credibility that lifts rankings.
Relevant-site identification · placeable content · AI-assisted authority building
Email & LinkedIn Outreach
Cold outreach that lands.
Personalised email sequences · LinkedIn outreach · reply classification & qualification · CRM write-back
Marketplace Sourcing
Catch demand already in the market.
IndiaMART, TradeIndia & tender-portal monitoring → leads to CRM
Marketing — B2C
Capture demand where consumers and dealers actually are.
Social Capture — Instagram & Facebook
Turn scrolling into leads.
Instagram & Facebook capture bots (DMs, comments) · ad-response chat · scoring & routing
WhatsApp Marketing
Reach people where they reply.
Broadcast & template campaigns · two-way vernacular conversation · responses logged to CRM
Reviews & Reputation
Turn happy customers into ranking.
Post-sale survey/call · sentiment read · honest reviews on Google, Google Maps & Yelp · ranking lift
YouTube & Video
Get found where buyers watch.
Video content generation & optimisation · captions, descriptions & keywords for YouTube
Voice Outreach Premium
Voice at scale, day and night.
Outbound AI calling to qualify & follow up · inbound call handling · call logging to CRM
Walk-in & Self-Help
Capture the people who show up.
Walk-in registration · self-help assistant at the counter/branch · capture to CRM
Business Development
Grow the accounts and territory you already have.
Whitespace & Cross-sell
Sell more to accounts you own.
Cross-sell gaps per account · wallet-share analysis · unsold-product ranking → opportunities
Territory Expansion
See every outlet you’re not selling to.
Google Maps territory whitespace · beat & route planning · nearby-outlet prompts · new-outlet discovery
Group & Sister Mapping
Win the rest of the group.
Related group entities · subsidiaries & sister concerns · look-alike accounts → leads
New-Product Placement
Launch to the right outlets first.
Right outlets first · placement, first-order & repeat tracking · range-selling nudges
Influencer & Events
Turn your event spend into leads.
Influencer/specifier pool & outreach · BTL & event lead capture, dedupe & assignment · activity tracking
Customer
Keep customers, grow them, and never be surprised by churn.
Service Desk
Every customer served fast, with context.
Ticketing & case management · SLA tracking & escalation · self-service on WhatsApp & Website
Customer Health
Know a customer’s at risk before they leave.
Health & churn-risk scoring · onboarding & adoption tracking · expansion detection → sales
Renewals & AMC
Never scramble at renewal.
Renewal & AMC tracking and prompts · closure follow-ups · win-back
Channel Comms
Keep dealers in the loop, capture orders.
Partner & dealer communication (WhatsApp, Email) · channel order & query capture in vernacular
Customer Communications
Every inbound touch answered and captured.
Incoming calls · Website chat · WhatsApp · Instagram & Facebook · email — answered & logged to CRM