Run pipeline in Momentum
Contacts, deals, and accounts with record workflows, trash restore, and searchable picklists — the CRM layer everything else connects to.
What we do
Salestrics is the revenue workspace your team actually lives in
One login connects CRM, docs, email, AI, finance, analytics, Auto, Flow (Beta), team chat, video, and org social. Salestrics replaces the tab sprawl between pipeline tools, inboxes, spreadsheets, and meeting links — with shared data across every app.
- One platform one data layer
- Mail on every plan at mail.salestrics.com
- Free Forever — no credit card
Go straight to the product
Salestrics ships as a platform plus standalone surfaces — open what you need without hunting bookmarks.
Salestrics Platform
Sign in to the revenue workspace — CRM, docs, AI, finance, and more on one login.
Open app ↗Salestrics Docs
Guides, API references, and setup docs for admins and builders.
Read docs ↗Salestrics Mail
AI-native email at mail.salestrics.com — org and personal inboxes on every plan.
Open Mail ↗Salestrics AI
Try Assistant v1 in a public demo — grounded drafting and cross-app intelligence before you sign up.
Try the demo ↗Join Connect Meeting
Guest meeting links for Connect Video — no account required to join a call.
Join meeting ↗One platform for the full revenue stack
Replace stitched-together CRM, service desk, BI, finance, mail, and collaboration on one Salestrics login. The platform graduated to Live in July 2026 — see Changelog #12 for Flow (Beta), Connect recordings, and Workspace upgrades. Sprint kanban runs inside Momentum and Resolve. See the roadmap.
Momentum
LiveCRM
Full-funnel pipeline with record workflows, custom list views, and Sprint kanban — AI-native from day one.
Learn more →Workspace
LiveOffice suite
Drive, Docs, Sheets, Slides, and Calendar with native Office formats — proposals and playbooks next to live deals.
Learn more →Assistant
LiveSalestrics AI
Assistant v1 on live CRM records — drafting, prep, and next steps with org guardrails, embedded AI panels, and a public demo at ai.salestrics.com.
Learn more →Ledger
LiveFinance
Invoices, Stripe Connect payouts, and financial records tied to the same accounts and opportunities in Momentum.
Learn more →Insight
LiveAnalytics
Pre-built dashboards on CRM data — pipeline health and revenue trends without exporting to a separate BI tool.
Learn more →Auto
LiveAutomation
Bulk automations for stage changes, assignments, and follow-ups — so reps spend time selling, not clicking.
Learn more →Flow
BetaSupply chain
Inventory, fulfillment, and vendor flows for product-led teams — ops and revenue on one login. Available to all customers in Beta from the app launcher.
Learn more →Resolve
LiveService desk
Cases, queues, and Quick Actions on the same Accounts and Contacts as Momentum CRM — Live on every plan.
Learn more →Connect
LiveChat & video
Team chat and browser-based video meetings inside the workspace — from Startup and above.
Learn more →Orbit!
LiveOrg social
Feeds, posts, and recognition scoped to your org — Live in-app on Launch and above.
Learn more →How teams use Salestrics
Draft and deliver in Workspace
Native .docx, .xlsx, and .pptx files, version history, and calendar scheduling — proposals stay next to the deals they reference.
Collaborate without switching tabs
Salestrics Mail on every plan; Connect chat and video from Startup; Orbit! for org culture on Launch and above.
Let Assistant work on live data
Assistant v1 with org guardrails and token metering — try it at ai.salestrics.com, then use embedded AI panels and cross-app intelligence on live records in the workspace.
Plans that grow with your team
Free Forever — one user, 1,000 CRM records, core platform, no credit card. Upgrade to Intro at $29.99/mo (solo seller — pipeline and AI, no Connect), Startup at $59.99/mo (2 seats with Connect chat and 1:1 video), Launch at $149.99/mo (5 seats with Orbit!), Runway at $299.99/mo (guest meeting links and priority support), or Scale at $549.99/mo for high-volume teams. Additional seats are $15/mo on every plan.