Solutions

One platform for the full revenue cycle

Eight connected apps — CRM, docs, AI, finance, analytics, automations, team chat, and org social — built to share data and one login.

Momentum

CRM

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

Workspace

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

Salestrics AI

Pipeline intelligence, drafting, and next steps on live CRM records — with org-level token metering you can see.

Ledger

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

Insight

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

Auto

Stage changes, assignments, follow-up sequences, and more — at scale across your CRM data.

Connect Chat

Teams- and Slack-style messaging with in-app notifications — discuss deals without leaving Salestrics.

Orbit!

Orbit! is live — your org's social layer inside Salestrics. Feeds, posts, and recognition scoped to your workspace.