Workspace · Office suite

Workspace — docs and decks on the same deals your reps update

Workspace is the office suite inside Salestrics — native .docx, .xlsx, and .pptx, version history, and calendar scheduling beside Momentum pipeline. Not Google Workspace with CRM in another tab.

Included on every plan · One Salestrics platform · One subscription

The stitched docs stack

Proposals almost always live outside CRM.

Google Drive folders

Files named after accounts — not linked to opportunity stages.

CRM attachments

PDF uploads to HubSpot — stale the moment pricing changes.

Notion or Confluence

Playbooks that never match live pipeline.

Separate calendar

Meetings scheduled without deal context in CRM.

Workspace on Salestrics records

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

Native Office formats

.docx, .xlsx, and .pptx without export gymnastics.

Version history

Iterate proposals without orphan v3_final_FINAL files.

Calendar

Scheduling tied to the workspace — not a disconnected Google tab.

One subscription

Docs through CRM on one Salestrics plan.

What Workspace includes

  • Drive, Docs, Sheets, Slides, and Calendar for files and scheduling
  • Native Microsoft Office file formats with in-browser editing
  • Proposals and playbooks beside live Momentum opportunities
  • Assistant can draft and summarize using docs and CRM together

Workspace FAQ

Does Workspace replace Google Workspace?

For revenue teams, Workspace covers docs, sheets, slides, and calendar plus CRM and mail on one login. Company-wide productivity outside sales may still use Google.

Is Workspace included on Free Forever?

Yes. Workspace is part of the core platform on every plan — one Salestrics subscription.

Can Assistant read my docs?

Yes. Salestrics AI can summarize and draft using Workspace files and live CRM records where your org allows it.

Draft proposals where deals live

Workspace, CRM, mail, and AI — one platform for startup revenue teams.