The platform
Eight apps. One workspace.
Expand an app to read what it does and preview screenshots. Images load only when you open a section.
- Record workflows
- Custom list views
- Drive & Docs
- AI token metering
- Bulk automations
- {org}@mysalestrics.com
Momentum CRM
Full-funnel CRM with record workflows and custom list views. Pipeline, contacts, leads, and opportunities in one place.
- Record workflows across contacts, deals, and accounts
- Custom list views for every stage of your funnel
Workspace Office suite
Drive, Docs, Sheets, Slides, and Calendar — org-wide and private events — built into Salestrics.
Salestrics AI Assistant
The nervous system of Salestrics. AI on live CRM records with org-level token metering — powering every app on the platform.
Ledger Financial records
Financial records workspace tied to your revenue data. Track the numbers alongside the deals that generate them.
Screenshot coming soon
Insight Analytics Beta
Pre-set analytics and dashboards on your CRM data. Preview pipeline health without building reports from scratch.
Auto Bulk automations
Bulk automations across your records — stage changes, assignments, follow-up sequences, and more.
Connect Chat Team chat
Teams- and Slack-style chat with in-app notifications. Discuss deals and stay aligned without leaving Salestrics.
Orbit! Org social Live
Your organization’s social media account inside Salestrics — feeds, posts, and recognition scoped to your workspace. Orbit! is live across the app.
