Build lists, score leads and update your CRM, all from Slack or Teams.
QX is an AI teammate for your sales team. It builds prospect lists, researches and scores leads, drafts outreach and keeps your CRM updated, without you logging in.
34 open leads. Three worth your time today:
• Meridian Health: you promised pricing last Tuesday. Follow up now.
• Cobalt Robotics announced a Series B this morning. Budget was why they went quiet in March. Reactivate.
• Atlas has had no touch in 26 days. Their trial ends Friday. A check-in could save it.
I've drafted an email for each and saved all three to your Gmail drafts.
5.0 on G2
How QX runs your pipeline, end to end
Ask for a target list. QX builds and scores it.
Describe who you sell to. QX finds the companies, checks the CRM for any history with them, enriches every row with contacts and context, and scores each one against your ideal customer, with the reasoning in the cell.
✅ Done: 214 companies match, each scored against your ICP.
31 are already in Salesforce: 6 open deals, 9 closed-lost. The history sits on each row.
48 score 8 or higher: growth-stage, actively hiring sales, and no competitor contract I could find.
US healthtech targets
214 rows · scored, with CRM history
Route inbound without losing a lead
A demo gets booked. QX creates the CRM record, researches the person and company, and pings the right rep in minutes. The rest land in nurture with the research attached.
New demo booked
Calendar trigger
Add lead to CRM
Record created in Salesforce
Research individual & company
Research step
Score ICP fit (1–10)
Scored by agent
Notify #demos channel
Alert sent via Slack
Research any account in minutes, with sources
Name the company. The agent reads the site, news, filings and your own notes, and returns a brief on what they do, what changed recently and who matters, with a link behind every claim.
Three things worth mentioning in your email.
🙋♂️ They're hiring 12 sales roles across Europe, all opened this month.
💵 Two weeks ago they launched pay-as-you-go pricing.
👔 There's a new head of sales, hired from Contoso in March.
Your team pitched them in 2024 and lost on how the pricing was packaged. The notes from that deal are in your files if you want them.
Walk into every meeting with the full brief
The brief lands in the rep's inbox 30 minutes before every meeting, or on demand from Slack. It pulls the account, the last thread and the open promises.
Acme · 11:00 discovery follow-up with Priya Shah
to Alex Smith
You're meeting Priya Shah, VP Engineering at Acme, at 11:00 for a 30-minute discovery follow-up. Three things before you join.
When you last spoke on 12 March you agreed pricing, and it hasn't moved since.
You promised a security addendum and never sent it. Expect it to come up.
She named Contoso on the last call, so be ready for a comparison question.
I've attached the one-pager. Reply and I'll draft the addendum before you join.
Keep the CRM updated from Slack or Teams
Tell it what happened on the call. It updates the deal, logs the notes and sets the next step in Salesforce or HubSpot. CRM hygiene stops being a Friday chore.
✅ 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.
Connect your sales stack, then let QX deliver results.
The agent only sees the apps you attach, works where the team already is, and asks before it writes.
Connect apps
Search 1,000+ apps- Connected
Salesforce
Sales workspace
- Connect
HubSpot
- Connected
Gmail
Per rep
ConnectedGoogle Drive
Decks and case studies
- Connected
Notion
Sales playbook
1Connect your apps
Pick the apps in the connections screen. CRM, email, calendar, and the drives and wikis where your decks, case studies and playbooks live.
- Sam Hodges09:06Before every call, brief me on who's in the room and what we promised last time. After every call, draft the CRM update from my notes.SHQXAgent09:06
✅ Saved. Here's how I'll work for this team.
Before each call you'll get a brief: who's in the room, the last agreement and every open promise. After each call I'll draft the notes, the next step and the close date for Salesforce.
SourcesSalesforce2Brief it like a new hire
What a good brief looks like, how you score fit, and what goes in the CRM after a call. Tell it once, in plain English, and it sticks.
- Alex Smith10:41Log the Acme call: they'll pilot in Q4, close on 15 November, and I still owe them the security addendum.ASQXAgent10:41
Here is the update I'd write to the Acme opportunity:
Stage moves to pilot agreed, the close date becomes 15 November, and the next step is send the security addendum.
Say the word and I'll write it to Salesforce, or tell me what to change.
SourcesSalesforce3Review outputs, then set it free
Start with drafts the rep reads in Slack, Teams, WhatsApp or email. Once the briefs and updates look right, turn on the CRM write, or schedule the brief before every meeting.
Your sales stack
CRM, inbox, calendar, chat, and the drives and wikis behind your pitch. QX works inside them instead of asking the rep to switch.
QX pulls lead lists straight from Salesforce or HubSpot, or you can simply prompt it to build a list. I doesn't write to your tools without your consent.
QX takes away hours of admin each week so that you can book more sales.
It handles the research, scoring and CRM updates around every deal, so reps spend the day selling instead of searching.
Manual research happens in the twenty minutes before the call, each rep their own way, and new reps start with nothing.
The same brief, the same structure, for every account and every rep, with the open promises on top.
A ChatGPT tab per rep can summarise a website, but can't see the CRM, the last thread or the calendar.
The agent reads the Salesforce, Gmail and calendar it's attached to, and writes back when you give it that action.
Point enrichment tools are good at one column, while scoring, research, drafts and CRM hygiene each need another tool.
QX runs enrichment, scoring and research in one place, and the same agent writes the update to the CRM.
Rule-based routing works until a lead doesn't match the rules, then it sits in a queue.
QX scores each lead against your criteria and routes it on the score, with the research attached.
The Friday CRM clean-up means RevOps chasing reps for notes while pipeline reviews run on stale data.
Updates land right after the call, from Slack, and the agent fills the empty fields.
Built for sales teams
The permissions the rep already has, a citation on every claim, and a record of every run.
- Works with the rep's permissions
- Agents read and write only the apps and records the person is allowed to see, and only through the actions you attach. Start read-only, add the CRM write when the updates look right.
- Every claim is cited
- Briefs cite the email, the CRM note or the page they came from, so a rep can check before repeating it to a customer.
- Trace every run
- QX logs inputs, outputs, steps and credit cost. RevOps can inspect what the agent wrote and why.
- No training on your pipeline
- QX does not train models on your data. Encryption in transit and at rest, role-based access, and an isolated tenant on Enterprise.
Questions sales teams ask before rolling out QX
Put an agent on your pipeline today.
Free to start. Your first briefs arrive in minutes.