See the whole relationship
Everything belongs to the account
Deals, messages, proposals, meetings, invoices, and support history stay together from first touch onward.
Agent-native revenue workspace
CRM, mail, docs, and support on one record graph — with a hosted MCP execution spine so Cursor, Claude, and your agents work on live data.
Salestrics MCP
A hosted Model Context Protocol server on your organization workspace. Cursor, Claude Desktop, VS Code, and other MCP clients use org-scoped API keys to read and act on CRM, mail, automation, and workspace records — the same data your team sees in the browser.
Unified context layer
A buyer should not become a different record every time your operators change apps — or every time an agent works from an exported spreadsheet. Salestrics keeps the relationship intact from first conversation through support, in the browser and over the MCP execution spine.
See the whole relationship
Deals, messages, proposals, meetings, invoices, and support history stay together from first touch onward.
Know the next move
Open an account and see what happened, who owns the next step, and what needs attention without chasing an update.
Agents meet the same data
Connect Cursor, Claude, or VS Code with org-scoped keys — agents read and act on current pipeline, mail, and workspace records, not stale exports.
What teams are saying
Real feedback from mid-market operators who replaced a patchwork stack with one agent-native workspace.
“We replaced our Salesforce and Zoom subscriptions with one Salestrics agreement.”
“Workflows that matched how my team actually sells — less configuring, more closing.”
“Grounded in our CRM data — one of the most accurate AI assistants we’ve used.”
Built around the customer
Start with the core workflow and expand without stitching together a new stack.
Track leads, contacts, and deals while email and meetings add context to the account.
Create proposals, documents, and spreadsheets where the customer context already lives.
Assistant in the browser, MCP for Cursor and Claude — summaries, answers, and actions grounded in current pipeline and account activity.
Keep invoices, reporting, and operational workflows attached to the records that created them.
Message teammates, run meetings, and share updates without sending the team to another tool.
Resolve customer issues with the relationship history visible, then share wins and updates in Orbit!
Product updates
Shipping notes, guides, and what we’re building next.
Get started
Replace the stitched B2B stack with one workspace operators and agents can execute on — CRM, docs, AI, email, and support connected through the MCP execution spine. Explore sector tracks or schedule a demo.