x-bees

x-bees in Action:

x-bees: Your sales cycle boost

+52%

more web sales

+25%

more efficiency

100%

security

Use Cases for Companies of all Sizes

Pre-sales and Lead Management

How x-bees accelerates your sales pipeline

Complex sales cycles: Keep all stakeholders informed and avoid email bottlenecks with real-time group chats that enable chat, voice, video, file sharing and screen sharing all in one place
Lead qualification: Auto-log prospects into Salesforce and update Opportunity details during calls
Meeting scheduling: Let prospects book directly from your calendar, send SMS reminders and integrate with Office 365/Google

Account Managers and Customer Support

How x-bees strengthens customer relationships

Client success management: Maintain continuity across customer touchpoints with complete conversation history and context
Support ticket resolution: Handle inquiries through chat, voice or video while automatically logging interactions to Salesforce
Monitoring: Track communication frequency, response times and sentiment to identify at-risk accounts before issues escalate
Renewal conversations: Access full relationship history and past commitments to inform upsell and renewal discussions

Managers and Supervisors

How x-bees optimizes team oversight

Team oversight: Review call transcriptions and summaries instead of listening to 30-minute calls
Lead tracking: Check the status of each prospect, see any dates discussed and identify objections
Performance insights: Monitor talk ratios, call answer rates, sentiment analysis, customer satisfaction scores and frequently asked questions with Sales Intelligence

Internal Teams

How x-bees streamlines internal operations

Team collaboration: Save time with chat, voice, video, file sharing and screen sharing all in one unified platform
New employee onboarding: Use a chat agent to route IT questions and assist with training
Marketing insights: Pull conversation data, generate lead scoring reports and schedule team alignments
HR coordination: Check calendars across time zones, send invites with profiles and collect feedback

AI Intelligence for Communications

Move your sales conversations along with AI-powered features:

Gain valuable insights from all customer interactions using x-bees’ AI‑powered customer communication management platform, which tracks topics discussed and next actions, boosting efficiency and sales.

Suggestions
Transcriptions
Summaries
Sentiment analysis
Customer Satisfaction Score (CSAT)

Wilma AI can:

Qualify and triage inbound leads
Schedule meetings efficiently, integrating with calendars and CRMs
Follow up on missed calls and messages
Route queries to the right person
Sync with Salesforce
Offer real-time info and prompts
Provide employee and onboarding support

You can also empower your teams and answer customer inquiries faster with employee and customer-facing independent AI agents, like Wilma AI

Secure-by-Design: Single‑tenant architecture that protects your business

Salesforce in-App

We’ve embedded Salesforce inside x-bees, not the other way around. That way, you can manage opportunities, cases and tasks directly within x-bees while calls, meetings and chats are automatically logged with AI-powered insights.

So, no more hassle switching between platforms or manual data entry.

Sales Intelligence

Gain a competitive edge with real-time sales intelligence that surfaces critical insights exactly when you need them. From topics discussed and next actions to talk ratios and call answer rates, x-bees delivers actionable intelligence that helps your company engage smarter, close faster and build stronger relationships.

True Omnichannel

Your customers expect to reach you on their preferred channel, whether that’s phone, chat, SMS or WhatsApp. x-bees delivers a unified omnichannel experience that meets customers where they are, ensuring seamless conversations across every touchpoint without missing a beat.

Analytics and LiveView

Make decisions with confidence using comprehensive analytics and real-time LiveView. Monitor active interactions as they happen, dive into historical data to spot trends and access complete visibility into all customer touchpoints all within a single, intuitive dashboard.

More Ways to Connect

Meet customers where they are

Customers can reach you through their preferred platforms, such as WhatsApp, SMS and our Kite widget (which can be added to your website), eliminating the need to switch apps.

Book on their schedule

Meeting scheduling tools enable customers to choose appointment times 24/7, removing the need for back‑and‑forth emails.

Better accessibility

Multiple touchpoints ensure customers can always find a way to connect, regardless of their location or device.

Sales Acceleration With x‑bees

Step 1: Attract

It all starts by bringing leads into x‑bees. Simply add a prospect’s email address or let potential customers contact your sales team via a widget on your website, WhatsApp, SMS or our meeting scheduling tool.

Step 2: Reach

No more disappearing leads. Unlike traditional sales communication software, x‑bees helps make sure your follow-up messages are seen while prospects have a critical initial interest, thanks to mobile push notifications and emails.

Step 3: Nurture

x‑bees automatically logs meeting information to Salesforce. That lets your salespeople focus on what’s important: talking to customers and understanding their needs.

Step 4: Engage

Both sales agents and prospects can schedule virtual meetings using the x‑bees meeting scheduler. All they need to do is view your sales team’s digital calendars and select an available slot.

Step 5: Close

Ready to present a demo and close the deal? Thanks to advanced sales communication software with built-in business intelligence, your sales team will have all the support they need to earn new customers.

Step 6: Delight

You know customer communications don’t end once the deal is closed. Unlike basic customer communication software, x-bees’ embedded analytics provide you with all the customer information you need to upsell products and build a loyal customer base that keeps coming back.

Highlights

Chat, voice and video calls with your teams, prospects and customers
Schedule meetings based on Google/ Microsoft 365 calendar availability
Analytics and Sales Intelligence: Insights from customer interactions, including topics discussed, next actions and call answer rates.
AI tools: Agentic AI, chatbots and voice bots, AI summaries and insights and transcriptions
Two-way SMS: Mobile push notifications and email alerts
Website widget: Turn your website into a conversation starter
View and update Salesforce straight from x‑bees without toggling tabs
Single sign-on (SSO)
Integrations with WhatsApp, Google, MS 365 and more
SIP service out of the box: Integrated VoIP service for local and international calls, as well as SMS

x-bees FAQs

What is a customer communication management platform?

A customer communication platform and engagement hub is a unified software solution that centralizes all customer interactions across multiple channels like chat, voice, video and SMS into one integrated system. x-bees specifically combines these communication tools with native Salesforce integration and AI-powered insights to help companies manage prospects and customers more effectively throughout the sales cycle.

How does x-bees integrate with Salesforce for sales teams?

x-bees offers native Salesforce integration that automatically syncs customer data, meeting and call information directly to your CRM. This eliminates manual data entry for sales teams and ensures all customer interactions are logged in Salesforce, allowing salespeople to focus on closing deals rather than on admin.

Find out more on x-bees.com.

How can AI-powered communications help sales teams close more deals?

x-bees uses AI to provide conversation intelligence, including transcriptions, summaries, sentiment analysis and next-action suggestions from all customer interactions. But it goes beyond basic transcriptions: it delivers custom analysis that helps you understand what’s really happening in your business, like why deals stall, what makes customers happy or unhappy, what’s holding your company back, how to improve team performance and what makes your best performers stand out.

The platform also features AI agents for faster customer inquiry responses and fewer missed calls.

How does sales communication software improve conversion rates?

Sales communication software improves conversion rates by ensuring prospects receive and respond to follow-up messages through multi-channel delivery and persistent engagement. x-bees specifically boosts conversions by combining sticky communications with AI insights and Salesforce automation, helping sales teams close deals faster while focusing on selling rather than admin work.

How does x-bees help with sales pipeline management?

x-bees helps with sales pipeline management by providing real-time visibility into all Opportunities directly within the communication platform through its Salesforce Insight Boost feature, allowing sales teams to view and update deal stages without leaving their conversations. The platform also uses AI-powered analytics to track conversation progress, identify where deals are stalling and provide actionable insights on next steps to keep prospects moving through the pipeline efficiently.

How does x-bees help prevent leads from going cold in the sales process?

x-bees prevents disappearing prospects by ensuring your follow-up messages get seen while prospects are still hot through SMS, email and mobile push notifications. The platform creates a persistent communication channel where every message is received, eliminating the problem of lost leads. With automatic Salesforce logging and the ability to update Opportunity details directly in x-bees, sales teams can focus on nurturing prospects rather than administrative tasks.