Follow these simple steps to set up your account, connect your tools, and start turning conversations into clients - all in one place.
If you are not a techy or need more hands on help with your SaleFX account, feel free to schedule a support or onboarding zoom by clicking here.
Follow this simple guidance to complete your SaleFX setup.
With SaleFX, all of your lead conversations live in one place. Email, Phone and SMS outreach all consolidated in one easy to manage place.
➡️ Set Up Gmail Two-Way Sync
➡️ Set Up Outlook Two-Way Sync
SaleFX pipelines offer an easy drag and drop way to manage your leads. Customize your sales pipelines to your liking.
➡️ See our Opportunities 101 Guide
Automatically capture new opportunities from your website, ads, and partner platforms.
- API Integrations
- Zapier Integrations
- Manual Imports
➡️ See more about integrations
SaleFX comes pre-loaded with expert crafted nurture campaigns for both buyer and seller prospects. Customize your follow up system and turn on automated follow-up so every new opportunity is instantly contacted.
Engage with prospects, manage your pipeline, and stay connected on the go with the mobile app.
➡️ Download from the Apple App Store
➡️ Download from the Android Play Store
Our team of automation and follow up experts is on standby in the event you need help.
