✦ 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, Viber, or SMS chat they already use. No laptop, no training. And you decide exactly who can see what and who's allowed to edit what.

Talk to SadehBook 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
Connected systems
Connected systems
Your CRM - reachable from the chat, controlled from the admin.
Salesforce•
HubSpot•
Pipedrive-
Zoho•
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.

01

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
02

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"?
03

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
04

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, Viber, SMS - 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

Talks to the CRM you already run.

We don't replace anything. Sadeh connects to Salesforce, HubSpot, Pipedrive, Zoho CRM, and 100+ more - and brings them into the chat, fully governed.

Salesforce
HubSpot
Oracle
Pipedrive
Monday.com
Apollo.io
Zoho CRM
Gong
Dynamics 365
SAP Business One
Priority
HiBob
NetSuite
Odoo
QuickBooks
Xero
Infor
Google Sheets
Google Calendar
Outlook
Calendly
Jira
Asana
ClickUp
Notion
Linear
Trello
Slack
Microsoft Teams
Gmail
Shopify
WooCommerce
Stripe
Airtable
Zendesk
Intercom
Freshdesk
Mailchimp
Salesforce
HubSpot
Oracle
Pipedrive
Monday.com
Apollo.io
Zoho CRM
Gong
Dynamics 365
SAP Business One
Priority
HiBob
NetSuite
Odoo
QuickBooks
Xero
Infor
Google Sheets
Google Calendar
Outlook
Calendly
Jira
Asana
ClickUp
Notion
Linear
Trello
Slack
Microsoft Teams
Gmail
Shopify
WooCommerce
Stripe
Airtable
Zendesk
Intercom
Freshdesk
Mailchimp
Supported categories
Salesforce
Any other CRM
Opportunities & pipeline
Activities & tasks
Calendar & meetings
WhatsApp · Viber · SMS
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.

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

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
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.

Does it work on Viber/SMS too?

On every channel. Sadeh lives in WhatsApp, Viber, and SMS - same assistant, same permissions, same audit log. 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.

You already pay for Salesforce. Now let the team actually update it - from the field.

Sadeh connects to your Salesforce and starts working within days - in WhatsApp, Viber, and SMS, under your full control.

Talk to SadehBook a demo