Customer Communication History
Get a timeline view of all calls, emails, and messages sent from/to your leads. Save time spent on searching for details of past communication, and engage in more meaningful conversations
Multiple Deals & Contacts
With leads functioning as the parent of all activities, add one or more contacts and create multiple deals within a single lead.
Intelligent Lead Capture
Generate new and relevant leads using customized online lead capture forms. Wire new prospects to your team and let your salesforce follow up with them immediately.
Unlimited custom filters and Tags
Add custom fields to leads and filter them as per your choice. Tag leads with keywords that make search simpler and more relevant to you.
Save leads from all your sources
Generate and save leads from multiple sources like website, live chat, inbound phone calls, ad campaigns, purchased lists automatically.
Assign leads to the right person
Assign leads to right person in your team using advanced search filter and rules.
See the entire conversation history
See the conversation history with a lead including emails, calls, followup activities in a single page and never miss the next followup.
Find the best leads to work-on at lightning speed
SalesX brings the most powerful search features ever with an easy to use Excel like interface.
Advanced search & save smart lists.
Simplest lead workflow in a CRM ever
One click view of lead details from anywhere
Sync leads from your existing channels easily
Rediscover the power of email for sales
With fully integrated email, now do hyper-personalised email campaigns with your contacts.
Email open & click tracking
Email Templates & Analytics
No-reply email automation
Schedule emails for better reply rates
Sales only Inbox
See the entire customer journey in one page
For understanding the context before following up a customer, no need to browse multiple tabs or search through various tools and apps.
All activities and conversations in one place
Automated Data capture, say good bye to data entry
See entire lead details during a call or email automatically.
Visual Pipeline of your Sales Deals
Manage your deals with easy Drag n drop enabled Visual sales pipeline. Followup via email or call in one click from the pipeline.
Create Multiple pipelines as per your need
Filter deals based on users and activities
Dynamic stage management for each pipeline
Rotten Alerts for deals without movements