Applications
Salestrics is a workspace of apps for sales, service, operations, finance, files, email, team chat, analytics, and AI. Each app focuses on one part of your business. Open any app from the same workspace without signing in again.
Open an app
Use any of these ways to switch apps:
- App menu — Click the app icon in the top bar.
- Command launcher — Press
Ctrl+K(Windows/Linux) orCommand+K(Mac). Search by app name, pin favorites, or pick from recently viewed apps. - Direct URL — Each app has its own path (for example
/momentum,/insight,/connect).
The launcher shows Live, Beta, and Coming soon badges so you know what is ready today.
Your plan may not include every app. See Plans and limits for Connect, Orbit!, bank linking, and seat rules.
Quick picker
| I want to… | Open | Status |
|---|---|---|
| See today's overview and schedule | Dashboard | Live |
| Track leads, pipeline, accounts, and sales | Momentum | Live |
| Find prospects on the web and import leads | Momentum → Lead Finder | Live |
| Help customers and manage cases | Resolve | Live |
| Track stock, warehouses, buying, and shipping | Flow | Live (beta improvements) |
| Track money, bills, budgets, and bank activity | Ledger | Live |
| Build reports, dashboards, and SQL analytics | Insight | Live |
| Run the same change on many records at once | Auto | Live |
| Store files and work in Docs, Sheets, Presentations, and Calendar | Workspace | Live |
| Read and send organization email | Inbox (Salestrics Mail) | Live |
| Chat or meet by video with your team | Connect | Live |
| Share team news and browse people | Orbit! | Live |
| Ask questions or get help with work | Assistant | Live |
| Use AI digital executives and a situation room | AI Dashboard | Beta |
| Manage schedules, time off, and staff operations | Workforce | Beta |
| Manage people, billing, and settings | Admin | Live |
| Connect outside AI agents to Salestrics | Admin → Integrations | Live — see Salestrics MCP |
| Find help or reset a password | Support | Live |
| Run quotes, orders, and subscriptions (planned) | Commerce | Coming soon |
| Manage projects and delivery (planned) | Sprint | Coming soon |
| Run marketing campaigns and journeys (planned) | Marnetic | Coming soon |
| Install apps and extensions (planned) | Salestrics Marketplace | Coming soon |
Organization overview
Dashboard
What it is: Your organization command center — schedule, daily overview, and shortcuts into other apps.
Status: Live (opens automatically; not listed in the app launcher).
Open: /dashboard or sign in to your workspace home.
Key areas:
- Today's schedule and calendar
- Quick links into Momentum, Resolve, Workspace, Insight, and other apps you use often
Sales and go-to-market
Momentum
What it is: Go-to-market CRM for leads, pipeline, accounts, opportunities, quotes, products, campaigns, and sales execution.
Status: Live — on every plan.
Open: App Launcher → Momentum, or /momentum.
Learn more: Momentum CRM
Key modules:
| Module | Path | What it is for |
|---|---|---|
| Leads | /leads | People or companies that may buy from you |
| Contacts | /contacts | People you work with |
| Accounts | /accounts | Companies you sell to or partner with |
| Opportunities | /opportunities | Active deals in your pipeline |
| Quotes | /quotes | Formal price offers |
| Products | /products | What you sell |
| Price Books | /price-books | Product pricing rules |
| Campaigns | /campaigns | Outbound programs tied to pipeline |
| Activities | /activities | Calls, meetings, tasks, and notes |
| Forecasts | /forecasts | Quota, commit, and gap tracking |
| Files | /files | Documents linked to sales records |
| Sprint | /sprint | Lightweight delivery tracking inside Momentum |
Key features:
- Convert leads to opportunities
- Pipeline views, filters, and saved lists
- Custom fields on Solo and higher plans
- Attach Workspace files to records
- Log and schedule follow-up activities
Lead Finder
What it is: Prospect discovery inside Momentum — search the public web, verify contact details, and import leads into your pipeline.
Status: Live — on every plan.
Open: Momentum → Lead Finder, or /momentum/lead-finder.
Key features:
- Run prospect searches from criteria you define
- Review and verify email addresses before import
- Import selected prospects as Momentum leads
Outside AI agents connected through Salestrics MCP can also search and import prospects when your admin has enabled MCP access.
Auto
What it is: Bulk CRM workflows and AI-drafted automations — qualify leads, reassign owners, advance pipeline stages, and apply the same change to many records at once.
Status: Live — on every plan.
Open: App Launcher → Auto, or /auto.
Key features:
- Build multi-step workflows that run across many records
- Draft automation steps with Salestrics AI
- Reuse saved automation runs
Plan note: Auto runs count toward your workspace's monthly limit. Steps you run on a single record inside Momentum do not count. See Plans and limits.
Customer service
Resolve
What it is: Customer service workspace for cases, knowledge articles, assets, entitlements, escalations, service requests, and service contracts.
Status: Live — on every plan.
Open: App Launcher → Resolve, or /resolve.
Learn more: Resolve
Key modules:
| Module | Path | What it is for |
|---|---|---|
| Cases | /cases | Customer issues your team is working |
| Knowledge | /knowledge | Help articles and answers |
| Assets | /assets | Customer-owned equipment or installations |
| Entitlements | /entitlements | Support coverage and service levels |
| Escalations | /escalations | Urgent or elevated issues |
| Service Requests | /service-requests | Standard service work |
| Known Errors | /known-errors | Documented problems and workarounds |
| Change Requests | /change-requests | Planned service changes |
| Service Contracts | /service-contracts | Ongoing support agreements |
| Accounts & Contacts | /accounts, /contacts | Shared customer records |
| Activities & Files | /activities, /files | Follow-up work and attachments |
Operations and supply chain
Flow
What it is: Operations workspace for inventory, warehouses, procurement, and fulfilment — plus shared accounts, contacts, and products for your supply chain.
Status: Live — available on every plan. Flow is still being improved; some parts may change. See Flow.
Open: App Launcher → Flow, or /flow.
Learn more: Flow
Key modules:
| Module | Path | What it is for |
|---|---|---|
| Inventory | /inventory | Stock on hand, held, and available |
| Warehouses | /warehouses | Locations where you keep stock |
| Procurement | /procurement | Purchase orders and supplier buying |
| Fulfilment | /fulfilment | Pick, pack, and ship orders |
| Products | /products | Supply catalog with stock levels |
| Accounts & Contacts | /accounts, /contacts | Vendors, partners, and logistics contacts |
Finance
Ledger
What it is: Finance workspace for revenue, expenses, bank transactions, budgets, forecasts, and printable invoices.
Status: Live — on every plan.
Open: App Launcher → Ledger, or /ledger.
Key modules:
| Module | Path | What it is for |
|---|---|---|
| Revenue | /revenue | Money coming in |
| Expenses | /expenses | Costs and spending |
| Transactions | /transactions | Bank and ledger activity |
| Budgeting | /budgeting | Planned vs actual spending |
| Forecasts | /forecasts | Financial projections |
| Invoices | /invoices | Bills you send and track |
Key features:
- Send invoices and track payments
- Budget vs actual views
- Link bank accounts on paid plans (see Plans and limits)
- Daily bank activity sync when accounts are linked
Plan note: Linked bank accounts require a paid plan. Open Admin → Bank connections to link an account.
Analytics and business intelligence
Insight
What it is: Business intelligence on your live Salestrics data — SQL analytics, visual reports, dashboards, semantic metrics, data catalog, and AI-powered analysis.
Status: Live — on every plan.
Open: App Launcher → Insight, or /insight.
Key modules:
| Module | Path | What it is for |
|---|---|---|
| Dashboards | /insight/dashboards | Saved executive and team views |
| Reporting | /insight/reporting | Standard and custom reports |
| Report Builder | /insight/builder | Drag-and-drop report design |
| Dashboard Builder | /insight/dashboard-builder | Compose multi-tile dashboards |
| SQL Workspace | /insight/sql | Write and run SQL on your data |
| Data Explorer | /insight/explorer | Browse tables and fields |
| Semantic Metrics | /insight/metrics | Reusable business metrics |
| Ask Insight | /insight/ask | Natural-language questions over your data |
| Data Catalog | /insight/catalog | Document datasets and lineage |
| Analytics Warehouse | /insight/warehouse | Managed analytics storage |
| Analytics Pipelines | /insight/pipelines | Data preparation flows |
| Data Platform | /insight/platform | Connect and govern data sources |
| Data Governance | /insight/governance | Access and quality controls |
| Insight Actions | /insight/actions | Trigger follow-up from insights |
| Analytics Activity | /insight/activity | Recent queries and changes |
Key features:
- Query across Momentum, Resolve, Flow, Ledger, and connected data
- Save reports and pin dashboards for your team
- Ask Insight for quick answers without writing SQL
Collaboration and files
Workspace
What it is: Drive, Docs, Sheets, Presentations, and Calendar — store files, co-edit documents, and schedule events with your team.
Status: Live — on every plan.
Open: App Launcher → Workspace, or /workspace.
Learn more: Workspace
Key modules:
| Module | Path | What it is for |
|---|---|---|
| Drive | /workspace/drive | Files and folders |
| Docs | /workspace/docs | Text documents |
| Sheets | /workspace/sheets | Spreadsheets |
| Presentations | /workspace/slides | Slide decks |
| Calendar | /workspace/calendar | Events and scheduling |
Plan note: Each person gets their own Drive space. Files on customer records use a separate shared Files limit for the workspace. See Plans and limits.
Inbox (Salestrics Mail)
What it is: Organization email for sales conversations, follow-ups, and customer communication. In the product this app is named Inbox; you can also open it at mail.salestrics.com.
Status: Live — on every plan.
Open: App Launcher → Inbox, /inbox, or mail.salestrics.com.
Learn more: Salestrics Mail
Key features:
- Personal mailbox for each person
- Record email tied to leads, contacts, accounts, and cases
- Shared inboxes for teams (for example support queues)
- Email attachments use the mailbox owner's Drive space
Plan note: Custom mail domains are available on Growth and higher plans.
Team communication
Connect
What it is: Internal team chat, meetings, and video for people in your organization.
Status: Live — Team plan and higher (not on Free Forever or Solo).
Open: App Launcher → Connect, or /connect.
Learn more: Connect
Key modules:
| Module | Path | What it is for |
|---|---|---|
| Chat | /connect/chat | Team messaging |
| Meetings | /connect/meetings | Scheduled and ad-hoc video calls |
Plan note: Call size, group calls, guest links, and maximum call length depend on your plan. See Plans and limits.
Orbit!
What it is: Your organization's social feed — team posts, shout-outs, conversations, and a people directory.
Status: Live — Growth plan and higher.
Open: App Launcher → Orbit!, or /orbit.
Key modules:
| Module | Path | What it is for |
|---|---|---|
| Timeline | /orbit | Team feed and posts |
| People | /orbit/people | Browse colleagues and profiles |
Plan note: People who only use Orbit! do not use a paid seat on plans that include Orbit!. See Admin and Plans and limits.
AI and automation
Assistant
What it is: In-product chat with Salestrics AI — ask about your workspace data, draft content, and plan next steps.
Status: Live — on every plan.
Open: App Launcher → Assistant, or /assistant.
Learn more: Assistant and Salestrics AI
Key features:
- Ask questions about leads, cases, and other records you can access
- Start new chats, revisit history, and export conversations
- Choose faster or deeper answers when offered
Plan note: Assistant use counts toward your workspace's monthly Salestrics AI token limit.
AI Dashboard
What it is: AI digital executives — persistent AI teammates, proactive insights, a meeting room, and a situation room for executive visibility.
Status: Beta.
Open: App Launcher → AI Dashboard, or /ai/dashboard.
Key features:
- Configure AI executives that monitor areas of your business
- Review proactive briefings and recommended actions
- Use the situation room for cross-functional visibility
People operations
Workforce
What it is: Workforce management — staff records, scheduling, time-off requests, staff planning, and a staff portal.
Status: Beta (not shown in the app launcher while in limited rollout).
Open: /workforce when enabled for your workspace.
Key modules:
| Module | Path | What it is for |
|---|---|---|
| Staff | /workforce/staff | Employee records |
| Scheduling | /workforce/scheduling | Shift and roster planning |
| Time Off Requests | /workforce/time-off | PTO and absence |
| Staff Planner | /workforce/staff-planner | Long-range capacity planning |
| Portal | /workforce/staff-portal | Self-service for staff |
Administration and help
Admin
What it is: Platform administration — users, billing, security, organization settings, integrations, and system configuration.
Status: Live — admins only.
Open: App Launcher → Admin, or /admin.
Learn more: Admin
Common paths:
| Area | Path | What it is for |
|---|---|---|
| Organization | Admin → Organization | Company profile, brand, and security |
| Users | Admin → Users | Directory, roles, profiles, and access |
| Billing | Admin → Billing | Plan, usage, trials, and add-ons |
| Integrations | Admin → Integrations | Outside tools and Salestrics MCP API keys |
| Bank connections | Admin → Bank connections | Link accounts for Ledger |
| Salestrics AI | Admin → Salestrics AI | AI settings for your workspace |
Support
What it is: Self-service help from the Support AI agent — product questions, troubleshooting, password reset, and escalation to the Salestrics team.
Status: Live — on every plan.
Open: App Launcher → Support, /support, or app.salestrics.com/support.
Learn more: Support and Troubleshooting
Coming soon
These apps appear in the product roadmap and may show a Coming soon badge. They are not available in the app launcher yet.
| App | What it will cover | Path |
|---|---|---|
| Commerce | Quotes, orders, subscriptions, product catalogs, and customer commerce | /commerce |
| Sprint | Project management, tasks, milestones, resource planning, and delivery | /sprint |
| Marnetic | Marketing campaigns, audiences, journeys, content, and performance analytics | /marnetic |
| Salestrics Marketplace | Discover, install, and manage apps, integrations, and extensions | /marketplace |
Marnetic (planned modules) includes Campaigns, Audiences, Segments, Journeys, Forms, Landing Pages, Events, Social, Ads, Lead Scoring, Attribution, Content Library, Brand Assets, and Analytics.
Custom applications
Your organization can add custom applications built for your team. When installed, they appear in the app launcher under Custom Applications with their own name, icon, and workspace label. Ask your admin how custom apps are provisioned for your workspace.
Plan availability at a glance
| App or feature | Free Forever | Solo | Team | Growth+ |
|---|---|---|---|---|
| Momentum, Resolve, Flow, Ledger, Insight, Auto, Workspace, Assistant, Support | Yes | Yes | Yes | Yes |
| Salestrics Mail (Inbox) | Yes | Yes | Yes | Yes |
| Connect (chat and video) | No | No | Yes | Yes |
| Orbit! | No | No | No | Yes |
| Custom fields (Momentum) | No | Yes | Yes | Yes |
| Linked bank accounts (Ledger) | No | Yes (1) | Yes (1) | Yes (3 on Growth; unlimited on Scale and Enterprise) |
| Custom mail domain | No | No | No | Yes |
For full limits on seats, storage, AI tokens, Auto runs, and Connect call sizes, see Plans and limits.
Related guides
- Getting started — set up your workspace
- Overview — map of all help topics
- Momentum CRM · Resolve · Flow · Workspace
- Salestrics Mail · Connect
- Assistant · Salestrics AI · Salestrics MCP
- Admin · Plans and limits · Support