Raising $1.5M · $8M post-money valuation cap
Salestrics consolidates CRM, mail, docs, service, collaboration, and AI on one record graph — replacing the HubSpot + Slack + Notion stack mid-market B2B teams outgrow. The platform graduated to Live on July 10, every launcher module reached Live status on July 19, and Salestrics V2 went live on July 27 — AI v2, Digital Executives, and AI App Studio on the same graph. See our System Status Center.
Salestrics is open to solicitation from accredited investors only. Eligible funds can reach out at info@salestrics.com.
Market signal
Crunchbase tracks company momentum with Growth Score and Heat Score. As of August 3, 2026, Salestrics remains at 94 Growth and 95 Heat, ranked in the top 1,500 organizations on Crunchbase. Follow shipping cadence on our System Status Center.
Product velocity
From Public Beta on June 12 through platform Live on July 10, Salestrics V2 on July 27, and worldwide availability on August 3 — each release expanded the platform surface area and drove measurable market heat.
Regional GTM hubs: Revenue teams · SF Bay Area · Atlanta · Knoxville
Early access to the revenue operating system — Momentum CRM, Workspace, Assistant, and core apps on one login.
Official opening of Public Beta on Free Forever — new workspaces can sign up and start building pipeline on day one.
Service desk and Quick Actions ship on every plan — support cases tied to the same CRM records sales already owns.
Org and personal mail on every plan — Gmail sync, Mail Admin, and revenue email logged to live deals.
Core apps promoted from Beta to Live in the launcher — Momentum, Workspace, Assistant, Admin, Inbox, and Orbit! marked production-ready. See Changelog #7.
Connect, Ledger, Insight, and Auto graduate to Live — every module in the launcher is production-ready. Morning Brief, Agent-Native Mail, and Insight BI ship in Changelog #10.
Major platform release — AI v2, Digital Executives, and AI App Studio ship on the Live platform. Flow (Beta), Connect meeting intelligence, and Workspace upgrades land in Changelog #12. Read the launch post.
After crossing 300 accounts and nearing $10K in MRR, Salestrics opened Geo-Locks worldwide. Read the August 3 announcement and Changelog #13.
Hosted Model Context Protocol server ships in production — Cursor, Claude Desktop, and developer CLIs connect to live CRM, mail, and workspace data. See Changelog #14 and Salestrics MCP.
Salestrics appoints CFO, COO, and Senior Advisor to the CEO as the platform scales worldwide. Read the August 6 announcement.
Investment thesis
Revenue teams pay for Salesforce or HubSpot, then stack Slack, Zoom, Google Workspace, Notion, and an AI copilot. Five subscriptions, five logins, and customer data that drifts between systems. Mid-market B2B teams spend operator hours on glue work instead of GTM.
One unified record graph powers CRM, mail, docs, service, chat, video, social, and AI grounded in live deals. We compete as a HubSpot alternative and Salesforce alternative for mid-market B2B revenue teams — with product velocity and transparent pricing from Solo and Team ($79.99/mo) through Growth, Scale, Enterprise, and Enterprise+.
Sector hypothesis
Salestrics is testing three $20M+ operator tracks where CRM sprawl, field coordination, and service handoffs break down — with an Agent-Native platform (MCP, Digital Executives, and Assistant grounded in live records) as the consolidation wedge.
Managed service providers run contract renewals, ticket volume, and multi-site clients across disconnected PSA, CRM, and mail tools. $20M+ MSP operators need one record graph for sales, delivery, and support — not another integration layer.
HVAC, electrical, plumbing, and specialty contractors coordinate dispatch, pipeline, and invoicing across office staff and field crews. $20M+ trades operators outgrow whiteboards and bolt-on CRMs when every job site needs live customer context.
Fleet, warehouse, and brokerage operators manage high-volume accounts across sales, service, and billing. $20M+ logistics operators lose margin to coordinator overhead when agents cannot act on the same CRM, mail, and service records their teams already maintain.
Explore playbooks for each track on /sectors.
Platform proof
Agent-Native CRM with pipeline, workflows, and Sprint kanban on shared records.
Org and personal inboxes on every plan — email activity logged to deals automatically.
Native .docx, .xlsx, and .pptx beside live pipeline data.
Service desk and Quick Actions on all plans — support tied to CRM accounts.
Team chat and video meetings in context — not a lost Slack channel.
Social intranet in-app and standalone — culture that persists beyond the feed.
Stripe Connect invoicing tied to CRM revenue records.
AI that reads org records — drafting and prep on truth your team already maintains.
Dashboards and KPIs on CRM data — pipeline health without a separate BI export.
Bulk automations for stage changes, assignments, and follow-ups at scale.
Transparent pricing at app.salestrics.com/pricing — Free Forever, Solo, Team ($79.99/mo), Growth, Scale, Enterprise, and Enterprise+ · Public shipping rhythm in our System Status Center
Current round
First institutional and angel round on updated terms announced July 22, 2026. Capital accelerates engineering, GTM, and team growth as we scale toward 500 paying Scale accounts and aim to provide 24 months of runway on a Live platform with paid plans from Solo through Enterprise+ — Team at $79.99/mo, with Scale as our highlighted expansion tier.
Use of proceeds
This round is sized to reach 500 paying Scale accounts and aims to provide 24 months of runway while we expand the revenue operating system and grow the team.
Expand the revenue operating system — deeper AI, platform reliability, and the next milestones on our roadmap.
Scale customer acquisition for growing B2B teams replacing Frankenstack GTM tools with one consolidated workspace.
Grow product, operations, and customer success as core platform adoption accelerates toward our Scale-account target.
Leadership
Founder, CEO & Chief Product Architect
A decade of operational leadership across mid-market and growth-stage B2B companies. Austin built Salestrics after years fighting siloed Salesforce, Zoom, and Workspace stacks that bog down revenue organizations — delivering an Agent-Native platform mid-market teams can run without a certified admin army.
Chief Financial Officer
Chief Operating Officer
Senior Advisor to the CEO
Offering eligibility
Salestrics is open to solicitation from accredited investors only. Eligible funds can reach out at info@salestrics.com to begin the verification workflow.
Salestrics Inc. is conducting this offering under the Rule 506(c) exemption of Regulation D under the Securities Act of 1933. Under 506(c), we may offer and sell securities only to accredited institutional investors (and other investors who qualify as accredited under applicable SEC rules).
We use a third-party verification system to confirm accredited investor status before any investment can proceed. We cannot accept an investor’s self-certification or word alone. Verification must be completed and approved through our designated process before we will countersign a SAFE or accept funds.
If you are interested, contact info@salestrics.com to begin the verification workflow. We will provide offering documents only after eligibility is confirmed.
Important risks
A Simple Agreement for Future Equity (SAFE) is not equity today. It is a high-risk, illiquid instrument appropriate only for investors who can afford a total loss. Read these risks carefully before requesting offering materials.
Salestrics is a young, growth-stage B2B software company serving mid-market revenue teams. We may fail to achieve product-market fit, revenue targets (including our goal of 500 paying Scale accounts), or profitability. If the company does not raise a priced equity round or is otherwise unable to convert SAFEs, you may receive nothing.
Our SAFE is a post-money SAFE with an $8 million post-money valuation cap. Your ownership at conversion depends on the valuation and terms of a future priced round relative to that cap — which may be higher or lower than you expect. Review the definitive SAFE for conversion mechanics before investing.
SAFEs do not pay interest, have no fixed maturity date, and are not publicly traded. There is no assurance we will ever raise a qualifying equity financing that triggers conversion, or that you will be able to sell or transfer your SAFE.
Statements about scaling to 500 paying Scale accounts, providing 24 months of runway, or other milestones are forward-looking and subject to market, competitive, and execution risk. Actual results may differ materially.
As a growth-stage company targeting mid-market B2B buyers, we compete against established CRM and workspace vendors with greater resources, longer sales cycles, and entrenched procurement habits. Product development, mid-market customer acquisition, regulatory compliance, and key-person dependencies may adversely affect our business. Review the definitive SAFE and any accompanying disclosures before investing.
Venture capital firms, angel investors, family offices, and strategic partners evaluating B2B SaaS, AI CRM, or revenue operations investments — include your fund name, check size, and area of focus. Salestrics is open to solicitation from accredited investors only. Eligible funds can reach out at info@salestrics.com. Only accredited investors who complete third-party verification may participate.
Corporate headquarters
Salestrics Inc.
4165 Sevierville Road
Maryville, TN 37804
United States
This page is provided for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to buy any securities. Salestrics Inc. is conducting a private offering of Simple Agreements for Future Equity (SAFEs) pursuant to Rule 506(c) of Regulation D under the Securities Act of 1933, as amended. Any investment may be made only pursuant to the applicable offering documents after accredited investor status has been verified.
Under Rule 506(c), participation is limited to accredited investors, including accredited institutional investors as defined under applicable SEC rules. Salestrics Inc. uses a third-party verification system to confirm accreditation and will not rely on an investor’s representation alone. We are unable to proceed with an investment until verification is completed to our satisfaction.
SAFE investments involve significant risk, including the possible loss of your entire investment, uncertain conversion terms under a post-money SAFE, illiquidity, and dilution in future financings. SAFEs are not deposits, debt, or insured instruments. Prospective investors should consult their own legal, tax, and financial advisers and review all offering documents before investing.
This page contains forward-looking statements regarding Salestrics’ business, products, strategy, customer growth targets (including scaling to 500 paying Scale accounts), runway planning (including an aim to provide 24 months of runway), and future performance. These statements are based on current expectations and are subject to risks and uncertainties that could cause actual results to differ materially. Salestrics undertakes no obligation to update forward-looking statements except as required by law.
Third-party data, statistics, and references presented on this page are believed to be accurate as of the dates indicated but have not been independently verified by Salestrics unless otherwise stated.
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