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Frequently Asked Questions


How does the 14-day free trial work?

After you sign up, we’ll give direct access to our Growth plan with all features for 14 days. We will email you when your trial expires. You can then select a plan and pay by credit card to continue using the product. If you choose not to continue, your account will be suspended.

How do I get my leads and sales data into SalesX.io?

You can use our Bulk import tool to migrate data via CSV or excel. Also using our APIs you can directly integrate your website forms and other tools to get leads saved into SalesX automatically. You can also add new leads using add lead form manually.

How does the built-in phone work?

Make and receive calls in SalesX by purchasing local numbers starting at $2/month. Once you enable the phone feature, you’ll receive an email along with a credit worth $5 to buy and make phone calls. You can always top up your credits from “Telephony Settings” in your SalesX account.

How does calling work in SalesX.io?

No setup is required. When you enable telephony in your account, you can buy numbers for each users in your account and add their original phone numbers to receive incoming calls. User can make outgoing calls from within the app in a click. You can add/change your phone number any time. You do not need to bring your own VoIP provider.

How to cancel the subscription?

SalesX is a pay-as-you-go service so you can cancel at any time. We do not have cancellation fees. But if you cancel, you’ll be billed till the current subscribed period.

What’s 2-way email sync?

SalesX.io automatically logs sent and received emails with your leads. By entering your IMAP and SMTP mail settings, you can send or receive emails through SalesX.io or through your existing email client (Gmail, Outlook, etc). It’s all tracked. 

Is my data safe?

At SalesX.io, we take data security seriously. Our servers are hosted in a world-class data center (Google Cloud & AWS) that is protected by 24-hour surveillance and we ensure that our application is always up-to-date with the latest security patches.