Skip to content

Industries

Software & technology

See the pipeline, answer every request.

A technology company wants every request answered and the pipeline in view. SalexHub files each website request as a deal, scores it before anyone reads it, puts traffic and pipeline on one board and carries the accepted quote to an invoice.

Start freeOpen the chat

What software & technology teams hand to the Agent.

Each job ends in a document or a booked slot, and each says where you decide.

  • Turn a website request into a deal

    Pro and up.

    A form on your site files each request as a contact, with the pages they read that day and where they came from, and opens a deal with its owner.

    You get
    A contact and a deal, with every field kept in a note.
    You decide
    Filing needs no one. A request that only looks like a known contact waits for a person.

  • Score every new request before anyone reads it

    A workflow with an AI step reads each request, scores it and branches on the score.

    You get
    A score from 1 to 5 on the request, and a "Worth a look" notice to its owner.
    You decide
    Publishing the workflow always waits for a person.

  • Put traffic and pipeline on one board

    Pro and up, with the Marketing module on.

    Visitors by source beside the deals each source created.

    You get
    A saved report, with each number opening its records.
    You decide
    A person saves it.

  • Send a quote your customer accepts from a link

    The Agent drafts the quote from the deal, with your catalog prices and the discount you agreed. The customer opens the link and accepts it under their typed name.

    You get
    A numbered quote on your letterhead, and a won deal when it is accepted.
    You decide
    The draft is a card for your yes; you mark it sent and share the link yourself.

  • Invoice an accepted quote, in full or in parts

    The invoice takes the quote's lines and total on the same letterhead and names its quote. Invoicing in parts, the quote counts what is left.

    You get
    A numbered invoice, dated and locked once issued.
    You decide
    Waits for your yes, unless you chose Full autonomy. An approval rule can add a named approver.

What you work in.

Every page of the product is on All features.

You decide what goes out.

The Agent works with the rights of the person it works for. What it prepares waits for your yes, and approval rules can name who decides an order over an amount or a quote over a discount.

How you stay in control

Start with the core.

Start free, set up your organization and let the Agent prepare the work. What it prepares waits for your yes.

Start freeOpen the chat