Joiners and leavers
For leaders A new colleague has a chat and Apex brings them on board. When someone leaves or goes on holiday, Apex hands over their tasks from a single sentence.
This is how it looks in your account. The introduction takes a minute and a half, and we cover the names with a bar.
What rolling out a new system takes from you elsewhere stays yours here
The figures are other systems' measurements, and the right-hand side is what you experience with Apex.
Rolling out a traditional sales system takes from four weeks to four months even at a smaller company, and by Harvard Business Review's summary a third of these projects fail because the team ends up not using it.
The new colleague sits down on the first day, introduces themselves to Apex, and is working a minute and a half later, because they use the system by talking to it, and Apex tells them what they need to know as they go.
By The Bridge Group's measurement, a new salesperson reaches full performance in three to six months, and much of that goes on learning the system, the customers and the history.
The history belongs to the company, every record holds the full story, so the new colleague picks up on the second day where their predecessor left off.
By Salesforce's State of Sales 2026 survey, salespeople spend sixty per cent of their working week on administration, data entry and internal coordination, and only the rest goes on selling.
With Apex, recording it is one sentence. The colleague says what happened on a call, Apex puts it on the record, sets the next step, and writes the morning report as well.
By the help pages of the common systems themselves, a departing colleague's seat either stays paid until the end of the contract, or can only be taken off the bill at the next renewal.
The removed member's seat is free at once, the new colleague steps into the same allowance, and you pay for the same number of accounts as before, because with us the seat belongs to the company, and anyone can sit in it.
Sources: Harvard Business Review, Why CRM Projects Fail, 2018 · Salesforce, State of Sales, 2026 · The Bridge Group, SaaS AE and SDR metrics · the market-leading systems' public help pages on removing users.
A colleague leaves, the knowledge stays in place
Apex remembers the company and every customer on the company's behalf, so whoever leaves hands over the work and takes nothing with them.
The handover is reversible, and Apex hands it back the same way if the colleague returns from leave.
Why this is good for you
The new colleague works from day one
Instead of training, a conversation waits for them, in which Apex starts from their role, asks one question at a time, and at the end says what they can ask of it and where to find the letters, the tasks, the records. Everyone asks in their own words, so there is nothing to learn.
Knowledge stays in the company
Apex knows your company from the introduction and keeps every customer's story on the record, so whoever leaves takes no irreplaceable knowledge with them. From one sentence, all their tasks and records move to their successor, after approval, with a single summary notification.
One seat, whoever sits in it
You pay for accounts by the head. When someone leaves, you remove them in Team management, their seat is free at once, and you simply invite the new colleague into the same seat. The number of accounts doesn't grow, and Apex helps with anything along the way, from the invitation to the first campaign.
Related features
- For leadersGroups and accessA separate campaign per group, even per language area. A member sees their own group, a leader sees them all.
- For salesCompany recordWhat Apex read from the website, the full story and the suggested next step.
- For salesTasks and deadlinesYou say it, Apex takes it down, assigns it and keeps track. Nothing is left hanging.
More features
- How you get started with ApexFrom signing in to the first letter: what your part is, and what Apex does.
- Apex knows your companyFrom your introduction it knows what you offer and to whom, and at each target company it suggests what matters there.
- Target groupApex proposes it, you approve, and Apex selects company by company.
- Morning reportWhat came in overnight, who is waiting for an offer, what expires today, and what your first step should be.
- WorkflowEvery reply gets a category, and the workflow decides: who it becomes a task for, and what stops on its own.
- Team performanceSystem, group, person: five metrics, conversion and trend, on everyone.
- Market mirrorWhy you win, why you lose, by segment, from your closed deals.
- Customers and contactsYou load your own partners, Apex writes to them too, and each one gets its own record.
- New marketsThe same target group in several countries, letters in the target market's language, with local holidays and time zone.
See Apex at work.
Get a demo, and in an online appointment we show you how the system works.