Momentum · CRM

Momentum CRM — pipeline that shares one database with everything else

Momentum is the CRM inside Salestrics — contacts, leads, opportunities, and accounts on the same data layer as Mail, Workspace, Assistant, and Ledger. Stop stitching HubSpot or Pipedrive to Zapier, Gmail, and a BI export.

Included on every plan · One Salestrics platform · One subscription

The stitched CRM stack

Most startups buy CRM first, then duct-tape everything around it.

CRM in one tab

Pipeline in HubSpot, Pipedrive, or spreadsheets — disconnected from proposals.

Email elsewhere

Gmail or Outlook with manual logging — or brittle sync plugins.

Docs in Drive

Quotes and decks in folders — not tied to opportunity stages.

AI in a sidebar

ChatGPT or a bolt-on copilot with no live deal context.

Momentum on one Salestrics login

Salestrics is one AI-native revenue workspace for startups — not a stitched stack.

Shared records

Deals, contacts, and activity visible to Mail, Workspace, and Assistant.

Sprint kanban

Task boards inside Momentum and Resolve — not another project tool.

Trash restore

Recover deleted CRM records without a support ticket.

One subscription

CRM through AI on Free Forever and paid plans — not five renewals.

What Momentum includes

  • Record workflows across contacts, deals, and accounts
  • Custom list views and searchable picklists for every funnel stage
  • Assistant grounded in live pipeline — prep, drafts, and risk surfacing
  • Ledger and Insight read the same opportunities — no CSV export

Momentum FAQ

Is Momentum a separate product from Salestrics?

No. Momentum is the CRM app inside the Salestrics revenue workspace — one platform, one login, one subscription.

Can I use Momentum without other Salestrics apps?

Free Forever includes Momentum plus Workspace, Assistant, Ledger, Insight, Auto, and Salestrics Mail. You sign up once — the apps share data by default.

How is Momentum different from HubSpot or Pipedrive?

Momentum is AI-native on a unified record graph — not CRM that still needs Google Workspace, Slack, Zoom, and a separate AI tool.

Run pipeline on Momentum

CRM, mail, docs, and AI on one platform — start free, no credit card.