Frequently asked questions

Create an account and add notes from a recent client conversation. You do not need to set up an integration to start.

You can try Scalyx for 14 days without a credit card. Current capabilities and limits are shown at sign-up and in the app.

No. Scalyx runs in your browser on desktop and mobile.

Yes. Add notes from an existing customer conversation and start with a summary, task or follow-up draft. You do not need to find new leads first.

Yes. You can start with your own contacts or a conversation. If you use a CRM, decide where your authoritative contact records live.

Choose one recurring task and compare preparation, corrections and usable results with your current process. Check whether the next action is clear too.

You can use previous proposals as the basis for a new draft. Always review the content and enter missing amounts yourself.

Missing amounts or agreements remain visibly open. Review the draft before using it.

Scalyx does not record your conversation. You add notes or a transcript.

Yes. You can add your own notes or a transcript. Scalyx uses that content as context for a summary and possible next steps.

You can import Granola notes with your own API access or set up automated delivery through Zapier. You can also add notes yourself.

Yes. Previous proposals can provide a structure. Review the new draft for scope, terms and correct customer details.

They remain open in the proposal draft. Enter amounts from your own calculation or agreement before using the proposal.

An individual email is sent through your connected mailbox after you approve it. You approve a campaign before it follows its configured steps and stop rules.

You can start without a mailbox. To send from Scalyx, connect a supported Gmail or Outlook account.

Check the status in Scalyx and the sent folder of your connected mailbox.

Yes. Have the sender, recipient, subject and message read aloud. You can correct or stop it; an edited version needs fresh approval.

Yes. A draft and a sent message are separate steps. Review the content and recipient before approving an individual email.

The campaign follows its configured steps and stop rules. Review recipients, variants and timing before approval.

With a supported Google or Microsoft connection, Scalyx can retrieve mailbox replies for follow-up. You set up access through your own account.

A recent event that may make outreach relevant, with a source and date. It is no guarantee of buying intent.

No. Scalyx works alongside your CRM. Contacts can be imported from supported systems; changes are not automatically written back.

Scalyx researches company context and shows the available source and date for signals. Decide whether a signal is still current and relevant.

No. A discovered address or public signal does not itself permit marketing email. Check the applicable contact rules and source before starting a campaign.

The Apollo connection uses your own access. Scalyx can import saved team contacts and enrich people; access to the full Apollo database is not included.

No. Check facts, agreements, recipients and amounts. Scalyx prepares drafts; you decide what to use.

Solo starts at €39 per month. Team is €79 and Pro €129 per user per month. See the pricing page for current options.

Read the privacy notice and Security and data page. You can also email us a specific question.

No. The described CRM connections import contacts. Changes to deals, contacts or notes are not automatically written back.

The follow-up generator processes names and notes locally in this tab, without AI or storage. Reloading clears the input. Proposal templates are downloads without registration.