Generic chatbot
Reps paste deal notes into ChatGPT — context lost every session.
Assistant · Salestrics AI
Assistant — AI that reads your pipeline, not the whole internet
Assistant is Salestrics AI — drafting, prep, and next-step suggestions from live CRM, mail, and docs. Try the public demo at ai.salestrics.com, then use embedded panels across the workspace. Not ChatGPT pasted into a CRM sidebar.
Free Forever, standalone Momentum or Resolve, or Salestrics One · One Salestrics platform · One subscription
The stitched AI stack
Most teams bolt AI onto tools that do not share data.
CRM copilot add-on
HubSpot or Salesforce AI priced per seat — limited doc context.
No guardrails
Sensitive prompts with no org-level policy.
Token surprise
Opaque billing on third-party AI APIs.
Assistant on the Salestrics record graph
Salestrics is one agentic CRM and revenue operating system for mid-market operators — not a stitched stack. Explore sector tracks.
Live CRM context
Pipeline, contacts, and activity — not copy-paste.
Cross-app intelligence
Summaries using Resolve, Ledger, Workspace, and Connect where allowed.
Org guardrails
Admin controls on AI scope and metering.
One subscription
Assistant on Free Forever and paid plans — transparent token metering.
What Assistant includes
- Assistant v1 with org guardrails and transparent token metering
- Embedded AI panels on Momentum, Resolve, Ledger, Insight, and Dashboard
- Public demo at ai.salestrics.com before you sign up
- Draft follow-ups, call prep, and risk surfacing from live records
Explore the Salestrics platform
Full platform overview → · Sector tracks → · Why Salestrics →
Assistant FAQ
Is Assistant the same as ChatGPT for sales?
No. Assistant is grounded in your Salestrics records — deals, mail, and docs on one platform — with org guardrails and metering.
Can I try Assistant before signing up?
Yes. Visit https://ai.salestrics.com for the public Assistant demo, then register for cross-app intelligence on your org data.
Is AI included on Free Forever?
Yes. Assistant is part of the core platform on every plan with transparent token metering.
Put AI on live pipeline data
Assistant on the same login as CRM, mail, and docs — start free.