Solutions

One platform for the full revenue cycle

One platform to run CRM, docs, email, AI, finance, analytics, Auto, Flow (Beta), support, and collaboration — so startups replace HubSpot, a service desk, BI exports, and finance spreadsheets on one login.

Momentum

CRM

Full-funnel pipeline management with record workflows and custom list views — AI-native from the ground up.

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Workspace

Workspace

Drive, Docs, Sheets, Slides, and Calendar — org-wide and private events — without leaving Salestrics.

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Mail

Salestrics Mail

AI-native email at mail.salestrics.com — org and individual inboxes, Gmail-style UI, and Free Forever access.

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Salestrics AI

Salestrics AI

Salestrics-AI-v1 and v2, six branded experiences, Morning Brief, Insights, slash commands, and org AI Instructions — grounded in CRM records, not a generic chat sidebar.

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Ledger

Finance

Track the numbers alongside the deals that generate them — financial records in the same workspace as your pipeline.

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Insight

Analytics

Pre-set dashboards on your CRM data so you can preview pipeline health without building reports from scratch.

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Auto

Automation

Put follow-ups, stage changes, and assignments on autopilot so reps spend time selling — not clicking through records one by one.

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Flow

Supply chain

Inventory, fulfillment, and vendor flows for product-led teams — ops and revenue on one login.

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Connect

Connect

Connect is built-in team collaboration — Connect Chat for messaging and Connect Video for hosted meetings. Stay in one workspace instead of juggling Slack and Zoom.

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Resolve

Service desk

Cases, queues, SLAs, and Quick Actions on the same Accounts and Contacts as Momentum CRM — Live on every plan.

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Orbit!

Org social

Celebrate deals closed, share updates, and keep your revenue team connected — without another social app to babysit.

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