Sales Desk
Know what your clients should be doing before they do. Surface AI-generated trade ideas and quantitative insights tailored to each client's mandate — proactively, not reactively.
What it does
Sales Desk solves the hardest problem in institutional sales: staying ahead of your clients. Input your client book and their investment mandates. Define their axes. CRYPTYX continuously scans 200+ assets, evaluates them against your clients' specific interests, and surfaces conviction-scored trade ideas — backed by multi-factor evidence, not opinion. When you reach out to a client with a tailored opportunity, you're not sending generic market commentary. You're delivering actionable intelligence grounded in 376+ metrics before they or the competition have seen it.
Who it's for
Trading desks and sales teams at funds, market makers, and OTC desks who compete on the quality and timeliness of their client communications. If your clients currently receive the same market update as everyone else, Sales Desk changes that.
What to try first
- Build a client profile with their investment mandate, token universe, and factor preferences.
- Define trading axes that map to your client's thesis — CRYPTYX filters the universe to match.
- Open the Lead Scanner to see which assets are high-conviction for that specific client right now.
- Generate an AI pitch narrative for a top opportunity — ready to send, grounded in quantitative evidence.
Key features
- Client Book Panel — build and manage client profiles with investment mandates, token whitelists, and coverage history. Each client gets a personalized intelligence feed.
- Trading Axes — define custom filter criteria per client. Map their thesis to factor classes, conviction thresholds, and regime preferences. The lead scanner respects these axes.
- Lead Scanner Grid — 200+ assets ranked by composite conviction, filtered by the selected client's axes. Each tile shows signals, regime state, and taker flow — the intelligence your client needs.
- Deal Room — deep-dive into any asset for a specific client. AI-generated pitch narrative, execution blotter, and conversation history — everything needed to make the call.
- Alert Ticker — 24-hour scrolling feed of signal events. When a trigger fires on an asset in your client's mandate, you see it first.
Available on the Pro tier.