Sales X-Ray

Sales X-Ray turns your sales calls into clear notes you can act on. Connect your Sales X-Ray account and ask Claude about your own calls and leads, in your own words.

What you can do:

• Find a call by its title or date, and read the facts Sales X-Ray found in it: the prospect's needs, budget, timeline, objections and next steps.
• Look up a lead by name, company, city or phone, and see its stage, contact details and history.
• List your recent calls or your leads by stage.
• With your permission, add a new lead to Lead Desk from a conversation. Adding the same lead again with the same reference changes nothing.

You see exactly what you can see in Sales X-Ray, nothing more. A seller sees their own calls and leads; an organisation owner sees their team's. Parts of a call that Sales X-Ray withholds are never shown.

You sign in with your Sales X-Ray account and choose what to share: calls, reports, leads, and whether Claude may add leads. You can disconnect at any time from Sales X-Ray Settings or from Claude.

Leads are kept in organisation workspaces. A Personal workspace shows calls only.