How the AI Sales Brain works.
Salezx connects what you already run, then gives your team one place to ask and act.
The Guided Pilot
For teams that want a fully managed rollout. We connect your systems, train the AI on your entire product suite, and ensure a flawless launch.
Connect
Day 1Hand the team your reports. Drop your ERP exports, price lists and product docs into OneDrive or SharePoint.
- Secure API integration
- Custom field mapping
- Historical data sync
Unify
Day 1The desks go live in 2 days. Working on your real numbers, not a demo.
- PDFs, Excel, Word
- Product & pricing catalogues
- Email & document context
Converse
Day 2Your reps get briefs, reminders, quotes and plays in Teams, Slack or email, and the team sits in your weekly sales review — every action approved by your people.
- Works on mobile and desktop
- Voice input supported
- Answers in seconds
Self-Serve Trial
Want to see it for yourself right now? Upload a few documents and get a feel for how Salezx answers questions.
Upload Your Docs
Upload your product catalogs, price lists, spec sheets, and competitive battlecards. We support PDF, Excel, Word, and more.
- Drag and drop or bulk upload
- AI extracts and indexes content
- Usually ready in minutes
AI Learns Your Products
Our AI reads and understands your entire product knowledge base, creating a searchable brain for your sales team.
- Understands technical specs
- Learns pricing and configurations
- Connects related information
Your Team Starts Asking
Sales reps ask questions in natural language—just like texting a colleague. They get instant, accurate answers.
- Works on mobile and desktop
- Voice input supported
- Answers in seconds
Connect CRM When Ready
Start with docs, unlock the full power with CRM. Link your CRM — Salesforce, Dynamics 365 or Zoho — to unlock pipeline intelligence and 360 views.
- Daily pipeline briefings
- Update CRM by voice
- Never miss a follow-up
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
Already on Microsoft? It runs there too.
Nothing changes about how Salezx works. If your team already lives in Microsoft Teams and Microsoft 365, the same brain shows up there — no new licence, no new tool.
Your data
- Your files & documents
- Your CRM (optional)
AI Brain
Your team uses it in
Same brain wherever your team works — Microsoft, Slack, or email.
Governance
Reads widely. Acts only in your CRM.
Every action is approved by your people. Runs inside your own environment, on the CRM and ERP you already use.
Acts in one place
Salezx reads your CRM, documents, ERP reports and channels — but only ever writes back to your CRM.
Documents never modified
Your files are read-only. Salezx ingests and understands them; it never changes or overwrites them.
Email is read-only
Salezx reads context and drafts replies for your rep to review — it never sends on your behalf.
No CRM? No problem
Don't have a CRM to connect?
Command includes a Sales & Service CRM, shaped for your industry — so you get the full Salezx experience even if you're starting from scratch or replacing an old system.
See Command on pricing