CRM pipeline management
Track leads, contacts, and deals in Momentum, with deal stage, value, and close date data available across the workspace.
Salestrics
Salestrics is an AI-native CRM and revenue platform for startups. It combines pipeline management, workspace files, analytics, automations, finance, and team communication in one connected workspace.
AI-native CRM and revenue workspace
Salestrics is an AI-native CRM and revenue platform for startups that combines pipeline management, workspace tools, finance, analytics, automations, and team communication in one product. The homepage positions it as a single connected system for teams that want to replace multiple startup tools with one workspace.
The core platform includes Momentum, Workspace, Assistant, Ledger, Insight, and Auto. Paid plans add Connect for chat and video, Inbox for shared email, Orbit, and higher limits, while Free Forever lets a single user start on the core platform without a credit card.
Core capabilities
Workspace files and calendar
Store files and scheduling information in Workspace, which includes Drive, Docs, Sheets, Slides, and Calendar in one place.
AI assistant grounded in your data
Use Assistant to work from live CRM data, including prioritizing deals, drafting follow-ups, and suggesting next steps.
Finance tracking in the same system
Manage revenue, expenses, invoices, and bank transaction sync through Ledger on paid plans.
Reporting and KPI dashboards
Build analytics and KPI dashboards from CRM data in Insight without exporting records first.
Bulk automations
Run bulk actions in Auto to qualify leads, reassign owners, and move pipeline records at scale.
Common ways teams use Salestrics
Daily deal management
Keep pipeline stages, deal values, and close dates in one system so sales reps can see what needs attention without switching tools.
Solo or early-stage startup setup
Let a founder or small team start on Free Forever, then add seats and paid features as pipeline and communication needs grow.
AI-assisted follow-up work
Use Assistant to review live CRM context, identify priority deals, and draft follow-up messages based on current activity.
Sales communication in one workspace
Move team communication and customer email into the same workspace as CRM records so conversations stay connected to deals and contacts.
Revenue operations at scale
Create dashboards and bulk automations for teams that need recurring reporting, lead qualification, owner reassignment, or pipeline updates at scale.
Pros and Cons
Pros
- Combines CRM, files, finance, analytics, automations, and communication in one workspace.
- Free Forever lets a solo user try the core platform without a credit card.
- AI features are described as grounded in live workspace data, not disconnected templates.
- Paid plans include built-in chat and browser video, reducing the need for separate tools.
- Pricing tiers and limits are published clearly on the pricing page.
Cons
- Advanced collaboration and communication features are limited by plan, with Connect, Inbox, and Orbit reserved for paid tiers.
- Free Forever is limited to one user and smaller usage allowances, so growing teams will need to upgrade.
- Enterprise is not self-serve and requires a scoped sales process.
FAQ
Is Salestrics really free to start?
Yes. Free Forever includes one user on the core Salestrics platform with no credit card required. When you need team features or higher limits, you can upgrade to a paid plan.
What is included on free and paid plans?
Free Forever and Startup include the core platform: Momentum, Workspace, Assistant, Ledger, Insight, and Auto. Launch, Runway, and Scale add the full platform with Orbit, and paid plans also unlock Connect, Inbox, custom CRM fields, and bank connections in Ledger.
What is Connect?
Connect is the built-in communication layer on paid plans. It includes channels, direct messages, and browser-based video meetings, with features and limits varying by tier.
What is Inbox?
Inbox is a shared email workspace for your organization on paid plans, designed for sales conversations, follow-ups, and customer communication inside Salestrics.
Do I need Zoom or another video tool?
No. Paid plans include browser-based video meetings with screen sharing and meeting chat, so a separate video subscription is not required for those features.
Quick Facts
- Category
- CRM / revenue platform
- Primary users
- Startups and revenue teams
- Platform
- Web app
- Free tier
- Yes, Free Forever for one user
- Paid plans
- Yes, with published tiers and an Enterprise option
- Source domain
- app.salestrics.com
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