Sales · Agents

Update your CRM without opening it

Ask QX to make changes directly from Slack, Teams, WhatsApp or email. No more clunky UIs or form-filling. Meeting transcripts logged automatically, deals moved to the right stage, all in the CRM your team already uses.

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Alex Smith11:38

Log the Acme call. They want the security document by Friday, then they'll sign.

AccountManagerAgent11:38

✅ Done. I've updated the Acme deal in Salesforce. Nothing has been sent to the customer.

🎯 The deal moves from Discovery to Proposal, and the next step is send the security document by Friday.

📝 The call notes are logged on the account. The deal stays with you.

✉️ I've also drafted the security document email. Say the word and I'll send it from your Gmail.

Sources

Salesforce, Gmail

Without QX: CRM-hell

Reps update Salesforce at the end of the day, or not at all
Next steps live in someone's head
Managers plan around information that is out of date
Handing over an account requires a 1-hour call

With the Account Manager agent

One Slack message to enter the call notes, update deal stage and assign follow-up tasks
Set the agent to make changes only on human approval
Pull accounts or summarise deal history with one prompt
Whoever picks up the account gets a complete record

How it works

1
Connect Salesforce or HubSpot
You decide which records the agent can read and which it's allowed to change. Shared agents never touch anyone's private accounts.
2
Set the ground rules
Which fields it can update, when it should ask before acting, what a good next step looks like. You write it in plain English, not in a settings screen.
3
Tell it what happened
After a call, message it in Slack or the QX app. It updates the record and can draft the follow-up email for you to send.

Works with

FAQs

Both, if you allow it. Most teams start with updates to existing deals, then let it create new records once they trust how it fills in the fields.

Every update is recorded. The CRM stays the single source of truth, so the most recent change wins, the same as when two people edit it by hand. If that's a risk, you can require approval on stage changes.

Those tools only see their own CRM. A QX agent can read your CRM, your inbox and your documents together, then make the update. Keep Einstein or Breeze for in-CRM features. Use this when the full story lives in more than one app.

No. QX never uses your data to train AI models. Every update is recorded, and access follows the same permissions as the rest of your team.