Vex — Sales agent · for sales leaders at b2b companies
Vex qualifies opportunities, keeps follow-ups moving and prepares proposals while you approve pricing and commitments.
Product safeguards support privacy and responsible AI use, including company-scoped access, disclosed AI interactions, human approval boundaries and decision records. These are not certifications; each customer remains responsible for its use case and legal assessment.
The problem
Follow-ups depend on individual memory
CRM stages hide missing next steps
Discounts substitute for clear value
The solution
Reads CRM, inbox and call notes, so every number and recommendation traces to a source.
Uses your qualification, objections, pricing and approval rules from your company knowledge, not generic playbooks.
External commitments, spend, people decisions and policy exceptions always need a human.
What the constraint costs
Annual formula: missed deals × average deal value × 12 months
Annual constraint cost
€288,000 / year
POTENTIAL SAVING
35%
ANNUAL COMPARISON
€54,000
Typical sales agency retainer
Illustrative assumptions only. Potential saving is your selected scenario, not a forecast. Nothing is saved.
Compare
Annual cost
Today
€42,000+
Agent
€2,988 (€249/month)
Time to start
Today
2–6 weeks
Agent
Same day
Business context
Today
Repeated briefings
Agent
Your live rules and knowledge
Live data
Today
Exports and reports
Agent
Connected systems
Human approval
Today
Ad hoc
Agent
Boundaries and audit history
KPI accountability
Today
Activity reports
Agent
CEO dashboard plan vs actual
| Sales development agency | Vex | |
|---|---|---|
| Annual cost | €42,000+ | €2,988 (€249/month) |
| Time to start | 2–6 weeks | Same day |
| Business context | Repeated briefings | Your live rules and knowledge |
| Live data | Exports and reports | Connected systems |
| Human approval | Ad hoc | Boundaries and audit history |
| KPI accountability | Activity reports | CEO dashboard plan vs actual |
Alternative costs are illustrative market estimates.
Mistakes it prevents
Follow-ups never sent
Sequences resume from the real next step.
Poor-fit opportunities
Qualification rules are applied consistently.
Dirty pipeline
Stages, owners and dates stay current.
Discounts given early
Exceptions always go to the decider.
Capability boundaries
Ideal result
Revenue closes with less manual pipeline coordination.
The tension to solve
Increase wins without excessive discounting or accepting poor-fit customers.
Feedback loop
Compare win rate, cycle length and closed-won deals with plan; propose the next sales experiment.
Routine tasks
Make it behave your way
Tell the agent how your department works. It follows your rules, stops at your limits and writes in your voice.
Rules
Limits
Tone
Data it connects to
Pipeline and deals
Must connectHubSpot · Salesforce · Pipedrive
Spots stalled deals and missing next steps.
Inbox and calendar
Must connectGoogle Workspace · Microsoft 365
Drafts follow-ups from the real conversation.
Call notes
RecommendedGong · Fireflies · Fathom
Captures objections and buying signals.
Proposals and quotes
RecommendedPandaDoc · Qwilr
Shows when a proposal was opened and by whom.
Company enrichment
RecommendedApollo · Clearbit
Checks fit before reps spend time.
No system for this yet? Upload a sheet or CSV, or connect any tool through a custom API.
Approvals in Slack
Example messages. Every proposal shows its source data, and every decision is logged. Slack and Microsoft Teams are planned at launch.
Acme asks for a 15% discount on a €38,000 deal. Your cap is 10%.
Offer 12% with annual prepay instead?
Source: HubSpot deal · call notes 30 Sep
Northwind deal has had no activity for 9 days, and the champion opened the proposal twice yesterday.
Send this follow-up from your inbox?
Source: Pipedrive · PandaDoc · Gmail
Designed for EU readiness
Human oversight
You define which actions run and which require approval.
Traceable sources
Outputs can point back to connected records and documents.
Audit history
Actions, approvals and changes are designed to remain reviewable.
Access and retention
Role-based access and configurable retention are planned controls.
EU hosting options
EU-region deployment options are part of launch readiness.
These planned controls support GDPR and EU AI Act readiness. They are not a certification or legal guarantee; each customer remains responsible for its own assessment.
Moves your dashboard
MEASURED KPI
Win rate
Qualified leads converted to wins
MEASURED KPI
Cycle length
Days from lead to close
MEASURED KPI
Pipeline value
Weighted opportunities
MEASURED KPI
Closed-won deals
Lead → Sale output against plan
Closed-loop improvement
Compare win rate, cycle length and closed-won deals with plan; propose the next sales experiment.
We're onboarding teams in small groups.