Salezx: what the vendor actually publishes

What is Salezx?

Salezx is a conversational AI sales layer that runs inside Microsoft Teams and Microsoft 365 Copilot, answering from CRM records, ERP reports and uploaded documents, and priced on annual AI transactions rather than per seat.

Salezx describes itself as the "AI Sales Brain for Microsoft Teams & Microsoft 365". It sits on top of systems a company already runs rather than replacing them: it reads the CRM, ERP reports, product and pricing catalogues, email and documents, then answers questions and drafts work in chat. The vendor splits the product into three components — Salezx (core sales brain), Salezx Grow (lead generation) and Salezx Customer (service).

Where it runs: Microsoft Teams and Microsoft 365 Copilot. The vendor states no separate licences are needed for the chat surface.

What can Salezx do?

Each entry below appears on Salezx’s own site or documentation. Nothing has been inferred from a category description or a third-party review.

What does Salezx cost?

Annual plans priced on AI transactions rather than seats. "Cost scales with transactions, not headcount."

Core (Brief-me, Auto-CRM, Follow-up, Ask-ERP, Account Intel) is always included; "Add up to 4 more services". Team-size options run 10, 25, 50, 100 and 100+. Only one of the three tiers carries a published price, and it is quoted in Indian rupees only.

What does Salezx connect to?

ERP

Reads "ERP reports" over secure API integration. Salezx names no ERP vendor — no SAP, Oracle or Infor claim appears on its own site.

CRM

Salesforce, Dynamics 365, Zoho

Other named systems

Microsoft Teams, Microsoft 365, Microsoft 365 Copilot, LinkedIn, WhatsApp, IndiaMART, TradeIndia

Implementation

48-hour go-live. The published path is "30 min Trial → 2 hours Setup → 2 days Complete Go-Live", staged as Connect and Unify on day one, Converse and Act & Update on day two.

Governance

"Reads widely. Acts only in your CRM." Salezx states it reads the CRM, documents, ERP reports and channels but "only ever writes back to your CRM". Files and email are read-only.

How does Salezx score against the nine criteria?

The same nine criteria are applied to every platform profiled here, and compared side by side in the manufacturing benchmark. Salezx publishes an answer for 9 of 9. The remainder are marked “Not published” rather than guessed.

That count measures how much Salezx writes down, not how good the product is. A vendor whose marketing pages name every capability scores higher here than one publishing narrow technical documentation. The evidence column is the part worth reading — it says whether an answer is a documented capability or a named feature with nothing published behind it.

Where does Salezx do well?

• The only platform of the six that publishes a pricing model explicitly decoupled from seat count — relevant when inside sales, field sales and customer service all need access.
• Quoting, margin and channel are named product surfaces, not inferred from a generic agent platform.
• Publishes a concrete implementation time (48 hours) where four of the six publish none.
• The read-wide / write-only-to-CRM boundary is stated plainly, which is unusual and easy to audit.

What are the limits of Salezx?

• Names no ERP vendor anywhere on its own site. "ERP reports" is a materially weaker claim than a certified SAP or Oracle connector, and buyers running S/4HANA should treat it as unverified until scoped.
• Only the Drive tier carries a published price, and only in Indian rupees. Run and Command are Not published, so total cost outside India cannot be modelled from public information.
• It is not a CRM. It requires Salesforce, Dynamics 365 or Zoho underneath.
• Publishes no customer counts, deployment scale, or third-party security certifications on the pages reviewed.