Welcome to Salestrics — one workspace for your CRM, files, AI, team chat, and video. This guide is written for customers and workspace admins, not engineers.
What Salestrics is
Salestrics replaces a patchwork of tools with a single platform:
- One customer graph — accounts, contacts, leads, opportunities, and activities stay linked across apps
- One app launcher — switch between Momentum, Workspace, Assistant, and more without signing in again
- One admin console — users, billing, and org settings in one place
Sign in at mysalestrics.com. Your workspace lives at {your-org}.salestrics.com.
Documentation
| Guide | What you'll learn |
|---|---|
| Getting started | Create an account, choose a workspace URL, invite your team |
| Applications | What each app does and where to find it |
| Plans and limits | Pricing, usage meters, and what each plan includes |
| Momentum CRM | Leads, pipeline, records, list views, and workflows |
| Workspace | Drive, Docs, Sheets, Slides, and Calendar |
| Connect | Team chat and video meetings |
| Assistant | AI chat on your live business data |
| Admin | Users, billing, roles, and org settings |
| Troubleshooting | Common issues and how to fix them |
Quick reference
Applications in your launcher
| App | Best for |
|---|---|
| Momentum | Sales pipeline — leads, accounts, opportunities, quotes |
| Workspace | Files, documents, spreadsheets, presentations, calendar |
| Assistant | AI help with CRM data and workflows |
| Ledger | Financial records — revenue, expenses, budgets, invoices |
| Insight | Reports and dashboards on your CRM data |
| Auto | Bulk automations across many records at once |
| Orbit | Internal team social feed (Launch plan and above) |
| Admin | Organization settings, users, and billing |
Dashboard (/dashboard) is always available from the sidebar — org KPIs, recent activity, and your calendar.
Platform utilities (not separate apps)
| Utility | Where | Notes |
|---|---|---|
| Connect chat | /chat | Team channels and direct messages (paid plans) |
| Connect video | /connect/meetings | Start or join video calls (paid plans) |
| Notifications | Bell icon in the top bar | Workflow, CRM, and billing alerts |
| Global search | Top bar | Search across your CRM records |
Need help?
- Billing and plan changes: Admin → Billing (
/admin/billing) - Add or remove users: Admin → People (
/admin/users) - Usage meters (AI tokens, Drive storage, automations): shown on the billing page and in each app's sidebar where relevant
For issues not covered in Troubleshooting, contact your Salestrics account team or support channel.