✦ Your Salesforce - on your phone, fully governed

Your Salesforce. On your phone.

Field reps update opportunities, move deal stages, log calls and meetings, and pull account and contact info in Salesforce - straight from the WhatsApp, web chat, or Slack thread they already use. No laptop, no training. And you decide exactly who can see what and who's allowed to edit what.

Talk to Sadeh Book a demo

Real time

your pipeline, updated straight from the field

Sadeh

online

Update the Continental opportunity - move to Negotiation, $135K.

✓ Opportunity updated in Salesforce · Continental · Negotiation · $135K Log a follow-up task?

Yes, call them Thursday 10am.

✓ Task created in Salesforce · waiting for your approval to save →

Sadeh & Salesforce

Your reps close in the field - Salesforce finds out on Friday. Sadeh fixes that.

Sadeh brings Salesforce into the chat every rep already has open - updating opportunities, logging activities, and pulling account info - and every action you choose runs only after a one-tap approval.

Sadeh

online

🔔 The Anderson opportunity has been stuck in Proposal for 3 weeks. Want me to log a follow-up task and flag it in Salesforce?

Yes, and what's the status on the Continental account?

✓ Follow-up task logged in Salesforce Continental: 2 open opportunities · $198K in pipeline · last meeting 9 days ago

Example connections

Illustration only. Each connection needs setup and the right permissions.

Salesforce

HubSpot

Pipedrive

Monday.com

Google Calendar

Gmail

Sound familiar?

The pains you know. Here's how Sadeh handles them.

Four moments from a field rep's day - and what Sadeh does with each in Salesforce.

Update an opportunity from the car, not at end of day

Sound familiar?The rep means to update Salesforce tonight - if at all. Until then, the pipeline is a lie.

Move the Continental opportunity to Negotiation, $135K

✓ Updated in Salesforce · Continental · Negotiation · $135K Just approve to save

Log the meeting a minute after it ends

Sound familiar?The meeting recap stays in the rep's head, and a week later nobody remembers what was agreed.

Log a meeting on the Anderson account: wants to close this quarter, waiting on an updated quote

✓ Activity logged in Salesforce · Anderson account Create a task: "send updated quote"?

Every write to Salesforce waits for your tap

Sound familiar?You'd never give every rep write access to Salesforce. Now you don't have to.

Requesting to close the Anderson opportunity as Closed Won · $90K

Approve

✓ Closed in Salesforce · logged in the audit trail under your name

Who can edit what - you decide

Sound familiar?In Salesforce it's all-or-nothing: a rep either has edit access or none.

Let the new reps log activities but not move deal stages

✓ 'Field Rep' role: log activities (your approval), no stage changes, no deletes

Who it's for

For everyone whose work is in Salesforce - but whose life is in the field

Sadeh isn't a customer chatbot. He's how your team updates Salesforce, logs activities, and pulls account info without opening it - and how you control exactly what each person can do.

🚗

Sales rep / field rep

Update opportunities, log calls and meetings, pull contact info - from their phone, inside the chat, no laptop.

"Move the Continental opportunity to Negotiation, $135K"
"Log a call with Anderson - waiting on an updated quote"
"What's the Salesforce contact number for Continental?"

📊

Sales manager

A real pipeline in real time - without chasing reps to update Salesforce.

"Which opportunities should close this month?"
"What's stuck in the same stage for 21+ days?"
"Who hasn't logged a single activity this week?"

🧾

Sales Ops / RevOps

Data hygiene, activity tracking, and forecasts - without chasing missing fields in Salesforce.

"Which open opportunities have no next step?"
"Flag deals untouched for 30 days"
"Build me an activity report by rep"

🛡️

Manager / IT

You give the team superpowers - and keep the keys. Roles, approvals, and a full log of every write.

"Who's allowed to close opportunities in Salesforce?"
"Show me every write today and who approved it"
"Lock stage changes for anyone outside the sales team"

Why Sadeh

All the power of Salesforce. None of the risk.

Sadeh doesn't ask reps to open Salesforce, and doesn't ask you to give up control. He plugs into the chat where the work already happens - and stays behind your rules.

💬

Lives in the chat you use

WhatsApp, web chat, Slack threads - no new app, no VPN, no training. Sadeh is right where your reps already message.

🔌

Reads and writes Salesforce

Opportunities, accounts, contacts, activities, and tasks - not a generic chatbot. Move stages, log calls, and pull details in real time.

✋

Nothing happens without approval

Every write to Salesforce waits for your one-tap approval. And there's a full audit log of who wrote what and who approved it.

🛡️

You govern every permission

Who sees which accounts, who logs activities, who can move a stage or close a deal - by role and by person.

Integrations

Your systems. One conversation.

Connect your CRM, ERP, calendar and email to Sadeh. Choose from the integrations below; setup and supported actions vary by system.

HubSpot

Salesforce

Pipedrive

Monday.com

Notion

Shopify

SAP Business One

SAP S/4HANA Cloud

Priority

NetSuite

Odoo

Dynamics 365 Business Central

QuickBooks Online

HiBob

Google Calendar

Outlook Calendar

Gmail

Outlook Mail

Calendly

Apollo.io

Meta Lead Ads

BMBY

Apple iCloud

Slack

Across your working day

CRM & sales

ERP & accounting

Calendar & meetings

Data & tasks

Commerce & HR

Pricing

Priced per rep. No surprises.

A one-time setup + a monthly price per rep. Every plan includes every feature, your Salesforce connection, and the full permissions layer.

Monthly price per rep

Starter

$45

per rep / month

Up to 5 reps
Read access to Salesforce from the chat
One-tap approvals
Basic roles & permissions
Email support

Get started

★ Popular

Growth

$36

per rep / month

6-25 reps
Everything in Starter
Writes too - opportunities, activities & tasks (gated)
Proactive alerts for managers
Full audit log
VIP in-chat support

Choose plan

Enterprise

Custom

25+ reps

Unlimited reps
Unlimited custom objects & fields
SSO + SCIM-driven permissions
Advanced approval policies
Enterprise SLA & security

Talk to us

One-time

Setup & implementation

$1,490

one-time · secure connection of your Salesforce

Connect your Salesforce - including custom objects and fields
Define roles, permissions, and approval policy
Train the AI on your deal stages, activity types, and SOPs
Hands-on team onboarding + 30 days VIP support

Every plan includes the permissions and audit layer - at no extra cost.
Priced by active reps. Adjust any month.

FAQ

Everything you wanted to know

Does it work with our Salesforce setup (custom objects/fields)?

Yes. Sadeh connects to your Salesforce as-is - including custom objects, custom fields, deal stages, and activity types. We don't replace the CRM or change its configuration - we bring it into the chat and finally get it updated from the field.

Is it safe to connect Salesforce to a chat app?

Yes. Sadeh doesn't "open up" Salesforce to everyone - it reaches it through a permissions layer you define. Each rep sees only the accounts and opportunities they're allowed to, every write waits for approval, and there's a full log of who wrote what. Data is encrypted and never used to train external models.

Who controls what each rep can edit?

You do. Define roles ("Field rep", "Manager", "Read-only") and decide, per person, who sees which accounts, who logs activities, and who can move a stage or close a deal - down to the individual action.

Which conversation channels are available?

Sadeh works in WhatsApp, web chat, and Slack threads - Use @Sadeh mentions in Slack threads. Connection setup and permissions still apply. Each rep talks to him in the channel they already use, and you never have to force a new app on anyone.

How is our data kept private?

All data is encrypted, stored in the EU (GDPR), and never used to train external models. ISO 27001 compliant, with a full audit log of every write to Salesforce.