Find anyone
For sales A name, a fragment of a phone number or a detail from a meeting is enough. Apex finds the company, the letter and the person.
This is how it looks in your account, and the same on your phone. We cover the company names with a bar, and the names you see stand for roles.
How Apex finds them
No menu item and no search box. You tell Apex what you know, and the rest is its job.
You say what you remember
Half a name in any order, without accents or with one letter mistyped. The end of a phone number, in any format. The start of an email address, a fragment of a domain, the subject of a meeting, or just what the company does. Any one of these is enough to start.
On your desk: nothing. You type or say it in the conversation, from your phone too.
Apex goes through your own data
The records and the contacts entered by hand, the correspondence together with the signatures on incoming letters, the notes from calls and meetings, the tasks, the campaign membership, and finally the company profiles.
On your desk: a card shows how far it has got, and you can stop it at any time.
One question, then the answer with evidence
When several similar candidates come up, Apex does not guess. It asks exactly one question, and your answer sharpens the same search further. Next to the match you see where it was found, in which data, and where the case stands: the level of interest, the colleague who owns it, the campaign.
On your desk: the results sheet. One click opens the record, another the letter itself.
One clue is enough, two make it certain
Apex looks for what you say across five sources in your own data. Where it finds something, it shows it as evidence, and two independent clues already make a certain match.
It searches only your own data, and everyone sees only what they may see within their group.
Why this helps you
No need to ask again
The call carries on as if you remembered. At the same time you see where the case stands, which campaign the reply came from, and whose company it is if a colleague is handling it.
Once it's in, it stays found
A phone number surfaces from the signature on a letter years old, a name from the note of a meeting. It knows the Slovak, Czech, Romanian, Polish, German and Austrian number formats too, and it finds a name even without accents or with a typo.
One sentence carries you on from the match
You open the record, log the call, take the company out of the campaigns, or reply. It also finds a letter not yet tied to a company, and links it to the company with one click.
What you can say
A few sentences, the way they would sound in your account. Even the more involved ones work in one go.
Related features
- For salesCompany recordWhat Apex read from the website, the full story and the suggested next step.
- For salesTeam chatIn a group, one to one, or on a company's record. Files, images, GIFs and emoji can go too.
- For salesTasks and deadlinesYou say it, Apex takes it down, assigns it and keeps track. Nothing is left hanging.
More features
- Filtered inboxYou do not read the noise. Prospects arrive ready, with a record.
- No lost prospectApex checks back before a company is left without a task.
- Letters and repliesEvery recipient gets a letter in their own language, and you read, decide and approve in yours.
- Negotiation prepA one-page summary of the company, before the call.
A closed system.
Access by invitation. Request it from your company email address, and our expert colleague will be in touch.
After the online meeting, if we can really help, you get a free 14-day demo, without commitment. How the demo works