SALE2X FEATURES

From your first ad to your next customer.

Run Meta campaigns, manage customer conversations, and organize sales follow-ups. Sale2x brings the work together so your team can move from a new inquiry to a clear next step.

Create campaigns with a clear plan.

Build your Meta campaigns, ad sets, and ads in one workspace. Use AI assistance for ad copy, or work manually with control over your audience, budget, and creative.

Campaign setup · Audiences and budgets · Performance insights

Meta campaign managementAdd a campaign setup or campaign list screenshot.

Keep every conversation in context.

Bring WhatsApp, Instagram, and Messenger conversations into one inbox. Review message history, assign an owner, and help your team continue the conversation with the right context.

Connected channels · Conversation history · Team assignment

Unified customer inboxAdd an inbox screenshot with a conversation and lead details.

Know who needs your attention.

Organize leads by stage, keep their details and history together, and assign responsibility across your team. Make the next follow-up clear as each lead moves through your pipeline.

Lead stages · Ownership · Follow-up tracking

Lead management pipelineAdd a pipeline screenshot showing stages and ownership.

Give your AI the right instructions.

Configure your assistant with business information and response guidance. Help it answer common questions, gather useful lead details, and hand conversations to your team when a person is needed.

Business context · Lead qualification · Human handoff

AI assistant and human handoffAdd an assistant setup or conversation screenshot.

Connect the details that matter.

Send lead outcomes back to Meta.

Use supported qualification and customer-status updates to send feedback from your CRM to Meta.

Connect advertising activity with what happens after an inquiry.

Bring Shopify context into the conversation.

Connect customer, product, and order information with your CRM so your team can answer questions with relevant store details.

Keep sales conversations connected to customer orders.

See how the pieces work together.

Follow a typical customer journey through Sale2x.

01

01 — Launch your campaign

Set up your Meta campaign with the audience, budget, and creative you choose.

02

02 — Continue the conversation

Respond to inquiries from connected messaging channels in your shared inbox.

03

03 — Organize the lead

Assign an owner, update the lead’s stage, and record the next action.

04

04 — Follow up with context

Use the conversation history and lead details to continue the relationship.

Bring your marketing and sales work together.

Start with the tools your team needs, and manage the journey from campaign to conversation in Sale2x.