One graph for the full cycle
Pipeline, proposals, support cases, and revenue in Ledger share the same customer record — so your team stops re-entering context across spreadsheets and disconnected apps.
Platform Live · Start Free Forever
Salestrics is the AI-native revenue workspace startups actually run on — CRM, mail, docs, support, meetings, finance, analytics, and automations on one customer graph. Morning Brief on your dashboard. Less tab sprawl, more closing.
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Salestrics AI
Morning Brief, grounded Assistant, and AI-native Mail — intelligence wired into pipeline, inbox, and docs on one login. OpenAI Day launch July 23.
Why Salestrics
Most teams stitch together a CRM, email, docs, chat, video, and finance — then lose hours every week moving context between them. Salestrics keeps pipeline, mail, files, chat, and reporting on the same records. See how pricing compares.
Pipeline, proposals, support cases, and revenue in Ledger share the same customer record — so your team stops re-entering context across spreadsheets and disconnected apps.
Start the day with a dashboard summary of what moved and what needs attention. Assistant drafts follow-ups and answers questions from live CRM data — not a blank chat window.
Connect for chat and video, AI-native Mail on every plan, and Insight for dashboards on your org’s data — without bolting on Slack, a BI export, and a separate inbox.
“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.”
The platform
Momentum, Workspace, Assistant, Mail, Resolve, Connect, Ledger, Insight, and Auto on one login. Orbit! from Launch. Explore with screenshots.
Pipeline, leads, contacts, and deals on the CRM your team runs daily. Learn more →
Drive, Docs, Sheets, Slides, and Calendar — plus Salestrics Mail on every plan with AI drafting, personal inboxes, and org mailboxes. Launch+ adds BYOD. Learn more →
Morning Brief, proactive insights, and Assistant grounded in live data — draft follow-ups, explain pipeline shifts, and try the public demo at ai.salestrics.com. Learn more →
Invoices and revenue in Ledger, SQL dashboards and semantic metrics in Insight, and bulk workflows in Auto — finance permissions keep sensitive data where it belongs.
Team chat and browser-based video on Startup and above — meeting follow-ups land in Assistant history. Intro does not include Connect. Learn more →
Resolve service desk Live on every plan with Quick Actions and email-to-case. Orbit! org social from Launch. See roadmap →
Product updates
Product updates, shipping notes, and guides — see what landed and what’s next on the Live platform.
Get started
Free Forever includes Momentum, Workspace, Assistant, Mail, Resolve, Ledger, Insight, and Auto — no credit card. Upgrade for Connect, Orbit!, higher limits, and a one-time 30-day trial on every paid plan. Need help? Open support chat.