Salestrics is an agentic CRM and revenue operating system for mid-market teams. Pipeline, service, operations, email, chat, analytics, and AI agents share one workspace — so sales, finance, and support work from the same customer records and automated workflows instead of stitching together separate tools.
Sign in at mysalestrics.com. Your workspace lives at {your-name}.salestrics.com.
Start here
| What do you want to do? | Guide |
|---|---|
| Create a workspace and add your team | Getting started |
| Pick the right app for a task | Applications |
| Compare plans, seats, and monthly limits | Plans and limits |
| Manage people, billing, and workspace settings | Admin |
| Use Salestrics AI inside the product | Salestrics AI |
| Connect outside AI agents (Cursor, Claude, VS Code) | Salestrics MCP |
| Build a resume with AI (free, no workspace required) | Salestrics Resume |
| Fix a sign-in, billing, or app problem | Troubleshooting |
| Search help articles or contact the team | Support |
What Salestrics offers
Most mid-market B2B teams outgrow spreadsheets and point solutions long before they want a multi-year ERP rollout. Salestrics is built for that stage: roughly $1M to $20M+ ARR, with a revenue team, a support function, and growing operational complexity.
In one workspace you get:
- Shared customer records across sales, service, finance, and operations — leads, accounts, cases, orders, and invoices link to the same people and companies.
- A full app suite you open from a single App Launcher, with a Dashboard for day-to-day overview.
- Salestrics Mail on every plan, plus Workspace for files, Docs, Sheets, Presentations, and Calendar.
- Salestrics AI woven through Assistant, dashboards, mail, and CRM screens — with optional Salestrics MCP so agents in your IDE can read and act on live workspace data.
- Plan-based limits on seats, records, Drive space, AI tokens, and Auto runs — see Plans and limits for the full comparison.
Every plan includes the core platform, Salestrics Mail, and Resolve for customer service. Paid plans add custom CRM fields, Ledger bank connections, Connect (Team and above), and Orbit! (Growth and above).
Who Salestrics is for
Salestrics fits mid-market B2B teams that want one system of record without enterprise implementation timelines. Common roles:
| Persona | What they use Salestrics for |
|---|---|
| Revenue leader (VP Sales, CRO) | Pipeline visibility in Momentum, forecasts, Insight dashboards, and Auto for bulk pipeline updates |
| Account executive or SDR | Leads, opportunities, activities, Lead Finder prospecting, Mail follow-up, and Assistant for drafts |
| Customer success or support manager | Resolve cases, knowledge base, queues, and SLA tracking tied to CRM accounts |
| Operations or finance | Flow for stock and fulfilment, Ledger for revenue, expenses, budgets, and bank activity |
| RevOps or platform admin | Admin for users, billing, integrations, and MCP keys; Insight for SQL analytics across modules |
| Individual contributor (any department) | Workspace files, Connect chat and video, Orbit! team feed, and Assistant for day-to-day questions |
If you are evaluating plans by team size, see the persona guidance on the pricing page and the detailed limits in Plans and limits.
App ecosystem
Open the App Launcher (grid icon in the top bar, or Apps on mobile) to switch apps. Press Ctrl+K or Command+K to search. Pin frequently used apps so they stay at the top of your list.
| App | Category | What it does | Plan notes |
|---|---|---|---|
| Dashboard | Platform | Organization-wide home, setup checklist, schedule, and daily overview | All plans |
| Momentum | Sales | Leads, contacts, opportunities, quotes, products, tasks, and pipeline | All plans |
| Lead Finder | Sales | Discover prospects from the public web and import them into Momentum | Inside Momentum |
| Resolve | Service | Customer cases, help articles, service requests, and queues | All plans |
| Flow | Operations | Stock, warehouses, orders, procurement, and shipping | All plans (beta) |
| Ledger | Operations | Revenue, expenses, bank activity, budgets, forecasts, and invoices | All plans; bank links on paid plans |
| Workspace | Productivity | Drive, Docs, Sheets, Presentations, and Calendar | All plans |
| Salestrics Mail | Productivity | Personal, shared, and record-linked email at mail.salestrics.com | All plans |
| Connect | Productivity | Team chat and video meetings | Team and above |
| Orbit! | Productivity | Internal social feed, shout-outs, and people directory | Growth and above |
| Insight | Analytics | SQL analytics, visual reports, dashboards, and AI-powered business questions | All plans |
| Auto | AI & automation | Bulk updates across many CRM records; AI can draft repeatable workflows | All plans (monthly run limits) |
| Assistant | AI | Chat with Salestrics AI across your workspace data | All plans (AI token limits) |
| AI Dashboard | AI | AI Digital Executives — proactive insights, meeting room, situation room | Beta |
| Admin | Platform | Users, billing, security, integrations, and company settings | Admins only |
| Support | Platform | Self-service help, password reset, and escalation to the Salestrics team | All plans |
For a task-oriented picker ("I want to track stock" → open Flow), see Applications.
Navigate Salestrics
App Launcher
The App Launcher is your map of the platform. From any screen:
- Click the grid icon in the top bar (or tap Apps on a phone).
- Search by name, or browse Recently Viewed, Pinned, and All Applications.
- Click an app to open it. Your last apps appear in Recently Viewed automatically.
Pin the apps you use daily — for example Momentum, Mail, Resolve, and Assistant — so they are always one click away.
Dashboard
Dashboard is the default home after sign-in. Use it to:
- Follow the setup checklist for a new workspace.
- See today's schedule and quick links.
- Jump into the apps and records you touched recently.
New workspaces should start at Dashboard, then open Momentum → Leads to add a first lead. See Getting started for the full first-week checklist.
Admin
Admin is for people who manage the workspace. Open App Launcher → Admin (admin access required). Common destinations:
| Task | Where to go |
|---|---|
| Add or remove people | Admin → Users → Directory |
| Set roles and permissions | Admin → Users → Access management |
| Change plan, seats, or payment | Admin → Billing |
| Check AI, Auto, and storage usage | Admin → Billing |
| Update company name and branding | Admin → Organization |
| Connect Stripe, GitHub, Slack, or other services | Admin → Integrations |
| Create MCP keys for outside AI agents | Admin → Integrations (see Salestrics MCP) |
| Link bank accounts for Ledger | Admin → Bank connections (paid plans) |
Full Admin guidance is in Admin.
Apps by category
Sales
Momentum is your CRM: leads, contacts, opportunities, activities, quotes, products, and forecasts. Records share the same underlying data model as Resolve and Ledger, so a support case or invoice can reference the same account your rep is working.
Lead Finder lives inside Momentum. It helps you discover prospects from the public web, verify contact details, and import qualified leads into your pipeline — without leaving Salestrics. Open Momentum → Lead Finder to start a search.
Service
Resolve handles customer service end to end: cases, help articles, service requests, urgent issues, and queues. Because Resolve shares CRM records with Momentum, agents see account history, open deals, and prior cases on the same screen.
Resolve is included on every plan.
→ Resolve
Operations
Flow tracks supply chain work — inventory, warehouses, purchase orders, and shipments. It is a beta app available on all plans.
Ledger is your finance workspace: revenue and expenses, bank transactions (on paid plans), budgets, forecasts, and printable invoices. Ledger is a financial records workspace — not full accounting software — but it gives mid-market teams a single place to see money in and out alongside CRM data.
→ Flow · Applications (Ledger)
Productivity
Workspace includes Drive, Docs, Sheets, Presentations, and Calendar. Attach files to CRM records, co-edit documents with your team, and schedule meetings in the same workspace.
Salestrics Mail gives each person a work mailbox. Personal mail, shared inboxes, and record-linked email keep conversations next to the right lead, contact, or case. Open Mail at mail.salestrics.com.
Connect adds team chat and video when your plan includes it (Team and above).
Orbit! is an internal social feed for team posts, shout-outs, and a people directory (Growth and above). People who only use Orbit! do not consume a paid seat on eligible plans.
→ Workspace · Salestrics Mail · Connect
AI and automation
Salestrics AI appears in many surfaces — not only a single chat window.
| Surface | Best for |
|---|---|
| Assistant | Open-ended questions, drafts, and tasks across your workspace |
| AI Dashboard | Persistent AI helpers, daily briefings, and items that need your approval |
| In-app AI | Quick summaries and next steps inside Momentum, Resolve, Mail, and Workspace |
| Auto | Repeatable bulk changes across hundreds of records (counts toward monthly Auto runs) |
| Salestrics MCP | Outside agents in Cursor, Claude Desktop, or VS Code reading live data and taking approved actions |
Assistant and in-app AI draw from your workspace's monthly AI token allowance. Auto has its own monthly run limit. Single-record actions in CRM screens do not count as Auto runs.
To connect an external coding agent, create an MCP key in Admin → Integrations and follow Salestrics MCP. That guide also documents Insight SQL tools, Lead Finder import tools, Ledger finance tools, and Orbit feed tools available to agents.
→ Salestrics AI · Assistant · Salestrics MCP
Analytics
Insight is the business intelligence workspace. Run SQL against live Salestrics data, build visual reports and dashboards, ask natural-language analytics questions, and schedule executive summaries. Insight connects to CRM, support, finance, and warehouse datasets in one place — no separate BI warehouse required for standard analytics.
Open Insight from the App Launcher, or let an MCP-connected agent use Insight tools on your behalf.
→ Applications · Salestrics MCP (Insight tool reference)
Learn about key apps
Detailed guides for the most-used apps:
- Momentum CRM — leads, customers, pipeline, and sales work
- Flow — stock, orders, and shipping
- Resolve — customer cases and help articles
- Workspace — files, Docs, Sheets, Presentations, and Calendar
- Salestrics Mail — email and shared inboxes
- Connect — team chat and video
- Salestrics AI — AI across the platform
- Assistant — the Assistant chat app
- Salestrics MCP — connect outside AI agents
- Salestrics Resume — free AI resume builder
For Admin, billing, and user management, see Admin. For plan comparison and monthly limits, see Plans and limits.
Find help in Salestrics
- In-product support: Open Support from the App Launcher, or go to app.salestrics.com/support.
- Billing and usage: Admin → Billing shows your plan, seats, Drive space, AI tokens, and Auto runs.
- People and access: Admin → Users to add teammates, set roles, or turn off access.
- Documentation: You are reading the public help hub. Each linked guide goes deeper on one topic.
- Outside AI agents: If you use Cursor or Claude with Salestrics, start with Salestrics MCP and the
explore-salestrics-appprompt to map tools to apps.
If something is not working, check Troubleshooting first, then Support for how to reach the team.