CRM for people and agents · Early access

Start freeHow it works
  • For teams whose AI agents do real work
  • One configurable object model
  • Agents propose. People decide.

01 / Salex, the built-in agent

Agents that propose.
People who decide.

Salex works through the same tools and permissions your team has, and never more. Autonomy is a setting, not a leap of faith.

The rules

  • →Same tools, same permissions as the person it works for
  • →A step and credit budget on every run
  • →Anything sensitive stops at an approval card
  • →Every action logged on the record it touched
salex / live sessiondemo
● working

Pipeline triage

→ finds what's stuck.

Surfaces quiet deals and proposes a concrete next step for each. You approve before anything moves.

● working

Drafts in your voice

→ copy that sounds like you.

Follow-ups, replies, and quote cover notes, drafted on the record they belong to.

● working

Data chores

→ the boring work, on request.

“Load this CSV into contacts.” Imports, bulk updates, merges. All through the same gates.

● working

Answers with numbers

→ ask, get the number.

“How much did Q1 bring?” A real number from your records. Permission-aware, like everything else.

02 / The problem

Your team of 10 works like 5.

CRMstores your data. Doesn't use it.
closed.
Marketing toolsends emails. Doesn't understand them.
closed.
Website buildercosts extra. Separate from everything.
closed.
Analyticscounts clicks. Suggests nothing.
closed.

Most CRMs bolted an assistant onto a system designed years earlier. None of these tools know your business. None work for you.

03 / Platform

One object model. Everything builds on it.

Start with the core, switch on modules as you grow. Every module works on the same records. There is no second source of truth.

Core CRM

Core

Contacts, companies, deals, plus any object you invent. Fields, pipelines and formulas without a release cycle or a consultant.

Your model, not ours.

Sales & Quotes

Module

Products, line items with real margin, and branded quote documents your customer accepts in a browser.

The PDF, the web view and the API: one record.

Marketing

Module

Forms, segments, campaigns, and first-party web analytics with identity and attribution.

Your site feeds the same records.

Website Studio

Studio

Pages projected straight from your CRM registry. Embeds put live data into any external site.

The page is a projection, not a copy.

Automation

Module

Flows with budgets and approval steps, plus an agent node for the steps that need judgment.

Propose → approve → done.

Reports & Dashboards

Module

Funnels, widgets, value history. Field-level permissions apply to reporting too.

Correct for whoever is looking.

04 / The crossing

Four directions.
One crossing.

Deals, data, people and agents don't need four tools. They need one place where they meet, and someone standing at the crossing.

That's Salex. Every signal flows into the node; every answer flows back out as work done on the same records. The mark is the architecture.

Deals
Data
People
Agents

where deals meet data, people and agents · ◆ salex at the crossing

05 / Recently built

The platform ships weekly.

A few things that just landed.

Sales

Quotes & CPQ

Configure, price, quote: branded PDF and a share link, with margins visible before you send.

Automation

Flows with approval

Automations with budgets and a human-in-the-loop: the agent proposes, you approve.

Marketing

Web analytics

First-party events, identity stitching, and attribution, wired straight into the CRM.

Web

Live embeds

Live CRM data rendered inside any external site. Same blocks, same permission gates.

Platform

Public API

Your agents and third-party agents walk through the same door, with the same rules.

Insight

Reports & dashboards

Widgets, funnels, and a TV mode. Ask a question or pin the answer.

06 / Start

Three steps to a first result.

No implementation project. No consultant. You just start.

01

Create your workspace

Free. No card. Core CRM activates instantly: contacts, companies, deals, and any object you add. Salex is ready to answer.

One short form.

02

Bring your data

Import a CSV, or just tell Salex to load it. Put a form on your site: every submit becomes a contact on the same records.

First data in your first session.

03

Set the autonomy dial

Salex proposes, you approve. Raise the budget as trust grows; anything sensitive still stops at an approval card.

Approve → Salex acts. Decline → skips.

07 / For agents

One door.
For every agent.

Everything the UI can do, the public API can do. Your agents, and the ones your customers bring, walk through the same door: same permissions, same budgets, same audit trail.

  • →Public API over every object and action
  • →REST today, MCP transport on the roadmap
  • →Permission-aware: an agent sees what its person sees
  • →No side doors: budgets and approvals apply to machines too
api / tool manifestexcerpt
record.query          record.updateMany
record.create         record.archiveMany
quote.create          quote.send
flow.run              import.csv
report.query          list.build

# every tool gated by the caller's role,
# budget and approval rules. same as the UI.

Put your agents to work.

SalexHub is in Early Access. Bring your pipeline, keep your rules, and let people and agents finally share the same records.

Start freeTalk to us

[email protected] · free to start · no card