Ask Salesforce anything.
Get the answer in seconds.
QwikTel reads your CRM in plain English — turning any question into live dashboards, forecasts, and next actions. No SOQL. No ticket queue.
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The loop
Three moves. Every question,
every time.
QwikTel doesn't just search — it reads your CRM the way a senior analyst would: understand the intent, plan the analysis, then return an answer you can act on.
Read the question in context
QwikTel parses your intent against your Salesforce metadata — objects, fields, permissions, custom relationships — so "which deals need attention" means your deals, in your stages.
Plan the analysis transparently
The agent drafts a query plan — joins, filters, aggregations — and shows its work. You see the columns it chose, the definitions it used, and can adjust before it runs.
Deliver a decision, not a data dump
You get a chart, a KPI, a ranked list — plus the reasoning and the "what to do next" step. One click writes back to Salesforce as a task, an update, or a saved report.
Plain English in · Answers out
The questions your team asks
every day. Answered live.
QwikTel handles queries that used to mean a Slack DM to RevOps, a Tableau ticket, or an export to a spreadsheet.
What comes back
Not a chatbot.
A working analyst.
Every response is a real analytical artifact — one you'd expect from a good BI team, delivered in the time it takes to type the question.
Live dashboards
Generated on the fly from your question. Save, share, or embed in a Salesforce Home page.
Forecasts & trends
ARR projections, pipeline coverage, cohort curves — with confidence intervals and the levers behind them.
Ranked lists
Accounts, opps, contacts — scored by whatever criteria you ask for. Export to a sequence in one click.
Account briefs
A one-page snapshot per account: activity, momentum, stakeholders, risk, next step. Refreshed live.
Signal alerts
Ping when a stalled deal moves, a champion leaves, or a renewal risk score crosses a threshold.
Narrative summaries
Weekly business reviews written from your data — with the chart, the finding, and the "so what."
Write-back actions
Turn any answer into a task, an update, or a report — synced back to Salesforce with full audit trail.
Ongoing conversations
Follow up with "now break it down by region" and QwikTel remembers the context across turns.
Salesforce-native by design
Built inside Salesforce.
Not bolted on.
QwikTel installs from AppExchange and runs on your Salesforce org. No data leaves your perimeter. No new system of record.
Your permissions, honored.
QwikTel inherits every field-level security, sharing rule, and role hierarchy you already trust. If a rep can't see the deal in Salesforce, they can't ask about it here.
Your data stays put.
Queries run against your org. Nothing gets shipped to a third-party warehouse. No customer data is ever used to train foundation models.
Every answer, auditable.
Every question, plan, and result is logged — objects touched, filters applied, output returned. Admins keep the visibility RevOps expects.
SOC 2, GDPR, and enterprise-ready.
Compliance-certified. Deployed via managed package. IT approves once — the whole team asks anything after.
Why not just a dashboard?
Traditional BI shows you data.
QwikTel gives you the answer.
Reports were built for a world where someone else did the analysis. That's the ticket queue you're trying to escape.
iOS · Android
Your CRM,
in your pocket.
The full agent — questions, dashboards, alerts, write-back — on iPhone and Android. Ask on the way into a customer meeting; walk in already briefed.
Ask by voice.
Dictate a question on the drive over. Get the account brief before you park.
Push signals.
A stalled deal moves, a renewal risk score changes — get a ping the moment it matters.
Update on the go.
Log call notes, close a task, update stage — the same write-back, from anywhere.
Pricing
Simple, per-user, cancel anytime.
Start free for 14 days. No credit card. No installation fee. No "talk to sales" gates on the core product.
Starter
For small sales teams getting started
- Up to 10 users
- All core analytics queries
- Mobile + desktop
- 30-day query history
- Email support
Enterprise
For 100+ seat orgs & regulated industries
- SSO / SAML
- Dedicated customer success
- Custom data retention
- Audit log export
- SLA & security questionnaires
Questions we get most
Everything an admin will ask
before the pilot.
No. Salesforce stays your system of record. QwikTel installs from AppExchange as a managed package and reads from your org — it's a natural-language layer over the data you already have. Teams often keep Tableau or CRM Analytics for pre-built dashboards and use QwikTel for the ad-hoc questions those dashboards don't answer.
Agentforce is a platform for building action-taking agents. QwikTel is a purpose-built analytics agent that sits alongside it. We focus on one job — turning questions into defensible answers with the analysis plan visible — and we do that job for every RevOps question your team asks in a week.
Nowhere. Queries run inside your Salesforce org. QwikTel doesn't extract customer data to a third-party warehouse, and your data is never used to train foundation models. All requests are logged with a full audit trail your admins control.
QwikTel inherits every FLS, sharing rule, and role hierarchy from your org. If a user can't see the field or the record in Salesforce, they can't see it in an answer. No new permission model to maintain.
Install from AppExchange in an afternoon. Most teams are asking real questions on day one and rolling out to the full sales org within two weeks. There's no data warehouse to build, no semantic layer to write.
SOC 2 Type II, GDPR-compliant, and reviewed through the Salesforce AppExchange security review. Enterprise customers get a full trust package including SIG questionnaires, DPA, and architecture documentation.
Enterprise, Unlimited, and Performance editions across Sales Cloud, Service Cloud, and Revenue Cloud. Custom objects and fields are supported out of the box — QwikTel reads your metadata to understand your model.
Yes — QwikTel ships on iOS and Android with the full agent, voice input, push notifications for signals, and one-tap write-back to Salesforce. Same account, same data, same answers as the web.
Bring a question.
Leave with the answer.
30 minutes. We demo QwikTel against a real Salesforce sandbox — and if you bring your own toughest question, we'll answer it live.