Salesworx provides an AI‑driven sales copilot that automates lead scoring, creates unified account intelligence profiles, and generates personalized multi‑channel outreach directly within CRM systems. The platform includes real‑time in‑app coaching, secure SOC 2‑compliant data handling, and analytics dashboards to improve pipeline velocity for B2B sales teams.
Funding
Funding not disclosed
Founders
Product
Problem
Sales teams often waste time manually scoring leads, gathering fragmented account data, and coordinating multi‑channel outreach, which limits pipeline velocity and win rates. Integrating AI insights into existing CRMs without compromising data security adds further complexity.
Solution
Salesworx delivers an AI‑driven sales copilot that automates lead scoring, builds comprehensive account intelligence profiles, and generates hyper‑personalized messages across email, phone, and social channels. The platform syncs directly with leading CRMs and marketing stacks, allowing reps to execute sequenced outreach from a single interface. Real‑time coaching surfaces actionable prompts during calls and email composition, helping reps stay on script and improve conversion. All data remains encrypted at rest and in transit, with role‑based access controls and SOC 2 compliance, ensuring enterprise‑grade security. The solution scales with the organization, offering configurable models that can be trained on a company’s own sales style without exposing data to public LLMs.
Target Audience
The primary customers are B2B sales organizations—SDR teams, account executives, and sales operations groups in mid‑market to enterprise companies—seeking to boost productivity and win rates without expanding headcount.
Features
- AI‑powered lead scoring engine that incorporates intent signals, firmographic data, and behavioral triggers
- Automated account profiling that aggregates financials, growth indicators, and fit scores into a single view
- Multi‑channel outreach automation with AI‑generated email and call scripts, adaptive sequencing, and real‑time personalization
- In‑app sales coaching that delivers contextual suggestions and objection‑handling tips during live interactions
- Native integrations via RESTful APIs and pre‑built connectors for Salesforce, HubSpot, and other CRMs
- Enterprise security stack: AES‑256 encryption at rest, TLS 1.2+ in transit, RBAC, and SOC 2 compliance; client data never used to train public models
- Dashboard analytics that surface pipeline health metrics, response rates, and performance benchmarks per rep