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
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 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.
Inside Sales CRM with Email Integration for power users
Create emails that matter. Find out how they are performing with your contacts, automate your sales campaigns, and never miss another email.
2-way email sync
Send emails from either Sales.io or your email client, and find the email in the Sent folder of both apps.
Bulk emailing & scheduling
Send bulk email to a list of customers together that too personalized from your own email account. Save 7 hours/week
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.
Use pre-designed email templates to engage in effective email communication. View which templates work best at each stage with email analytics
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.
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.
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.
Search the way you like: “Customers who opened my Cold Email twice, but I never followed up”
SalesX.io helps you to work with the right leads at the right time always.
Smart Lists for dynamic workflows
Smart Lists can be created by saving any search query you made using the advanced search functionality, so you can easily access it in the future (or share it with co-workers).
It helps you save common search queries that your team is using to target specific type of leads regularly. If you find yourself always using the same set of search queries, just save them as Smart Lists and access them with just one click.
Some of the examples of use cases for smart lists are
Lead Lists, Call Lists, (eg: “calls not answered yesterday for following up today”) Email Lists, Customer Lists, Location-Based Lists (ex: city:”San Francisco”) or Your own Lists based on your custom needs
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.