For Business Leaders

Ask your CRM. Skip the meeting.

Live pipeline, renewals, team performance - answered in plain English from your actual Salesforce data, not last week's export.

Works in

Claude

ChatGPT

Cursor+ documented MCP setups

Answers, not requests

"What's open pipeline by region right now?" gets answered in seconds - no ticket, no waiting for the ops team.

Focused live views

Ask for the records or aggregate needed for a decision and receive a task-specific result from the current Salesforce org.

No new tool for the team

Works inside supported AI agents such as Claude and ChatGPT, using each person’s existing AI-provider access.

See how the business actually runs

Plain-English documentation of your revenue processes - what's automated, what's manual, what's broken.

Scoped by project and credential

ApexGenius authorizes the project, and Salesforce applies the permissions of the per-user or project-level credential used for the workflow.

A faster team without headcount

Focused queries, metadata inspection, and staged changes can replace repetitive manual setup and exports.

Things you can just ask

Asked in Claude or ChatGPT · answered from your live org

What's our open pipeline by region right now?

How did Q2 renewals perform against Q1?

Which reps have the most stalled deals, and where are they stuck?

Explain how our quote approval process works

The 7-day free trial ends without a charge. Subscribe for $25 per user each month to continue.

Also built for

Connect one Salesforce org, verify a safe read, and use the full route free for seven days with no card.