Changelog #4

Mobile experience

Salestrics is now built for phones and tablets — not just desktop. If you check pipeline or messages between meetings, the full workspace should feel usable on a small screen.

• Mobile app shell with a slide-over navigation drawer, compact top bar, and bottom utility bar.
• Mobile-optimized layouts across CRM, Connect, Workspace, Admin, and other core apps.
• App launcher opens as a bottom sheet with an app grid — same apps, easier to reach with your thumb.
• Connect on mobile with list-or-chat navigation and responsive video controls.
• Notifications display correctly on small screens in the fixed notification panel.

Inbox

There is a new Inbox app for organization email inside Salestrics. Each workspace gets addresses at yourorg@mysalestrics.com — send and receive without leaving the platform.

• Thread list and message viewer with rich-text compose and reply.
• Available from the Utility Bar and App Launcher alongside your other core apps.
• Works alongside personal Gmail when you connect it (see Connect & email below).

Connect, email & calendar

Email and calendar got more flexible this week — especially if your team still lives in Gmail and Google Calendar part of the day.

• Gmail mailbox switcher — toggle between Salestrics Mail and Gmail in the same workspace without signing out.
• Google Calendar sync — external Google Calendar events appear on your Workspace Calendar (read-only, with a clear badge).
• Channel management — delete Connect channels with improved touch targets on mobile.
• Mobile chat and video — responsive controls for team messaging and meetings on the go.

Ledger & banking

Ledger now supports bank account connections so finance data sits next to the deals that generated it.

• Connect bank accounts inside Ledger and sync transactions from linked accounts.
• Finance access now requires an explicit admin grant — no automatic fallback access.
• Only workspace admins can connect bank accounts, with identity verification before linking.

Orbit User role

Not everyone on your team needs full CRM access — but you may still want them in Orbit!. The new Orbit User role is for support, customer success, and other staff who should see company updates without a licensed sales seat.

• Available on Launch plans and above — admins can add unlimited Orbit Users at no extra cost.
• Orbit Users do not count toward your licensed seat limits.
• Restricted workspace UI: Orbit feed and profile only — no CRM or other apps unless you upgrade their role.

Pricing & documentation

We updated published plan pricing to match what you see in the product today. See the full breakdown on app.salestrics.com/pricing.

• Startup $59.99/mo · Launch $129.99/mo · Runway $249.99/mo · Scale $549.99/mo
• Additional seats on paid plans: $15/month per user
• New customer docs hub at docs.salestrics.com — getting started, CRM, Workspace, Connect, and troubleshooting guides

Stability & reliability

Behind the features, we fixed several issues that affected page loads, sign-in, and deployments during the week:

• Resolved page load failures tied to billing plan configuration.
• Fixed a production sign-in issue that blocked workspace access for some users.
• Improved database migration checks on deploy so schema updates apply consistently.
• Fixed application startup and health monitoring for faster recovery when something goes wrong.
• Resolved CRM build errors that could block releases.

Questions or feedback?

Something not working the way you expect? Have an idea for what we should ship next? Reach out through support, email support@salestrics.com, or browse docs.salestrics.com.