Sales Copilot

Where sales work is observed, understood, and operationalized

Work observed, everywhere

xdge tracks sales work across email, Slack, calls, meetings, docs, and systems without manual logging or behavior change required.

Deal intelligence extracted

Auto-extract intent, risks, blockers, commitments, and next steps from real conversations - structured in real time as deals change.

Opportunities maintained automatically

Writes deal updates, stages, contacts, and next steps back to Salesforce - no rep-driven hygiene needed.

Ask your pipeline

Ask about deal status, risks, and momentum in plain language without the need for dashboards or chasing reps.

Never walk into a sales call cold

xdge auto-builds a live deal brief for every account pulling context from emails, meetings, CRM updates, docs, and Slack so you know what happened, what matters, and what to say next.

Follow-ups you don’t have to remember

Sales Copilot tracks commitments across conversations, what you owe, what they owe, and what’s gone quiet. xdge drafts the right email using live context from meetings, messages, and CRM updates, then queues it in your inbox so momentum doesn’t stall.

Deal state is enforced in real time

Risk signals are detected automatically: missing decision-makers, repeated objections, stalled timelines, or sentiment shifts across emails and calls. Sales Copilot flags issues early while there’s still time to act.

Activity is reconciled across systems

Emails, messages, meetings, files, and internal systems are matched to the correct opportunities using accounts, contacts, domains, and contextual signals. Related records are updated in place, duplicate or conflicting tasks are prevented, and all systems remain aligned without human coordination.

Automatically maintained system  of record

Opportunity context and descriptions, next steps and action items, tasks, risk and momentum signals, stage updates, Chatter notes, and structured fields are written directly into Salesforce records as work occurs.

Get communication coaching straight from your transcript

xdge analyzes conversation transcripts to identify commitments, open questions, and moments of hesitation turning raw dialogue into clear guidance on what to follow up on and how to move the deal forward.

Ask your sales data, get instant answers

Query your pipeline like a knowledge base. Answers come with sources - emails, call notes, CRM fields - so you can trust what you see.

Infrastructure that removes operational dependency

Focus on execution, not upkeep. By observing where work actually happens and maintaining records automatically, it eliminates CRM hygiene workflows, manual enforcement, and stale reporting.