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.
Record and log in calls with leads automatically. Say goodbye to data entry tasks, and free up your precious times for sales instead.
One Click Calling
Make calls anywhere from within the software or outside it, at the click of a button.
Local & Toll-Free Virtual Numbers
Increase call answering ratios and gain advantage of local presence with virtual contact numbers.
Tag recorded calls with keywords of your choice for easy tracking, follow-ups, and team training purposes.
AI based Call transcripts
We will get you the call transcripts from the call recording and intelligently identify keywords.
Live Lead details
Get the lead details and conversation history during the call to have the context ready for better conversion.
Powerful 2-way Emailing within CRM
Create emails that matter. Find out how they are performing with your contacts, automate your sales campaigns, and never miss another email.
Bulk emailing & scheduling
Send personalised bulk emails at scale using your own mail account. Automate email followups & save 3 hours per day.
Email Open/Click alerts
Get instant alerts when a lead clicks or opens your email. Respond or follow up at the right time.
Move ahead of the sent inbox to keep track of emails that don’t receive a response. Get alerts for your sent emails if there is no reply from the lead within a set time.
Email Templates & Analytics
Use pre-designed email templates to engage in effective email communication. View which templates work best at each stage with email analytics
Drag And Drop
Move deals across stages or up the sales pipeline at the click of a button.
Multiple Pipelines And Stages
Create one or more sales pipelines of your choice and define stages according to your requirements
Filter deals according to stages or use simple keywords to narrow down on specific ones.
Forget reminders and start relying on automatic updates to monitor inactivity on deals.
Mobile CRM features for
Sell, manage and analyse everything on the go. SalesX is designed for the mobile first world.
Track everything from your palm
All the inside sales CRM features are optimised and included in the mobile app for your team to sell from anywhere.
Native apps for iOS & Android
Easy to use, super powerful apps made to help sales people use CRM with minimal effort and maximum benefits.
Built-in telephony inside
Auto logging calls is now easy from the app with keyword tagging and notes update
Track task completion and time utilization by each individual on daily or monthly basis. Identify time consuming or non-productive activities and fix problems at ground level. Convert sales into a fun game by setting individual and team goals, comparing performance and rewarding achievers.
SalesX.io helps you build custom reports the way you imagine based on actual ground level data of activities, deal tracking history, lead details and more.
Powerful search tools – Find best leads in seconds
With SalesX’s powerful search built within the app, you can find the best leads to work on in seconds. Find the exact leads you need with advanced search filters based on leads and contact details, email open/reply details, phone call responses, number of follow and other 200+ criterias.