Get started
This guide walks you through creating a Salestrics workspace, signing in, inviting your team, and taking your first steps in sales, support, and admin. For a map of every app, see Applications. For plan prices and limits, see Plans and limits.
How Salestrics is organized
Salestrics splits work across a few hosts. You sign up and sign in at one place, then work in your organization's dedicated URL.
┌─────────────────────────┐ session bridge ┌──────────────────────────────┐
│ mysalestrics.com │ ──────────────────────► │ {your-org}.salestrics.com │
│ Sign up · Sign in │ │ CRM · Workspace · Admin … │
└─────────────────────────┘ └──────────────────────────────┘
│ │
│ ├── mail.salestrics.com (email)
│ └── connect.salestrics.com (guest meetings)
└── app.salestrics.com/support (help)
| Host | What you use it for |
|---|---|
| mysalestrics.com | Create an account, sign in, reset your password |
{your-org}.salestrics.com | Day-to-day work — Dashboard, Momentum, Resolve, Admin, and other apps |
| mail.salestrics.com | Salestrics Mail — read and send email |
| connect.salestrics.com | Guest meeting join links (your team starts meetings from Connect inside the workspace) |
| app.salestrics.com/support | Self-service help and support tickets |
After you sign in at mysalestrics.com, Salestrics opens your workspace automatically. You stay signed in across these hosts until you sign out.
Create your workspace
Before you start
You need:
- A work email address (one email can belong to only one Salestrics workspace)
- A password that meets the rules below
- A workspace URL name your team will recognize
Plans at signup. You can start on Free Forever (no credit card) or pick a paid plan — Solo, Team, Growth, Scale, or Enterprise — to try for 30 days after setup. You can also choose a plan from the pricing page before you register; your choice is remembered through signup.
Step 1 — Create your user account
- Go to mysalestrics.com and click Sign up (or open mysalestrics.com/register).
- Enter your first name and last name.
- Enter your work email.
- Pick a username (3–40 characters; lowercase letters, numbers, and hyphens). This is used for your profile URL and @mentions.
- Create a password and confirm it.
- Click Continue.
You become the first administrator for the new organization.
Password rules:
- At least 8 characters
- At least one number
- At least one special character (for example
!,@, or#)
Email verification. If your email is not verified yet, Salestrics sends a confirmation message. Open the link in that email, then return to finish workspace setup. Check your junk folder if you do not see it within a few minutes.
Step 2 — Set up your organization
- Enter your organization name (for example
Brightline Retail). Salestrics suggests a workspace URL from this name. - Choose your workspace URL — the part before
.salestrics.com. Your team will bookmarkhttps://{your-url}.salestrics.com. - Add optional phone and website details.
- Pick your timezone (defaults to your browser's timezone).
- Enter your organization address (street, city, state, postal code, country). This supports billing and company profiles.
- Submit the form.
Salestrics provisions your workspace and signs you in. If you chose a paid plan at signup, you are taken to Admin → Billing next to start your free trial.
What you get on day one
Every new workspace includes:
| Included from the start | Notes |
|---|---|
| Dashboard | Command center with app shortcuts and a setup checklist |
| Momentum CRM | Leads, contacts, opportunities, and activities |
| Resolve | Customer cases and knowledge base — on every plan |
| Workspace | Drive, Docs, Sheets, Presentations, and Calendar |
| Salestrics Mail | Personal mailbox at @mysalestrics.com |
| Assistant | Salestrics AI chat (monthly token limit by plan) |
| Insight, Auto, Ledger | Analytics, bulk workflows, and finance tools |
| Admin | People, billing, organization settings, and more |
Some apps unlock on higher plans — for example Connect (team chat and video) starts on Team, and Orbit! starts on Growth. See Plans and limits.
Workspace URL rules
Your workspace URL is permanent for practical purposes — pick a name your team will keep using.
| Rule | Detail |
|---|---|
| Format | {name}.salestrics.com — only the {name} part is yours to choose |
| Length | At least 2 characters |
| Characters | Lowercase letters, numbers, and hyphens only |
| Pattern | Must start and end with a letter or number (no leading or trailing hyphens) |
| Uniqueness | Each URL can be used by one workspace. If yours is taken, Salestrics suggests an alternative. |
| Reserved names | System paths and brand names are blocked (for example admin, dashboard, salestrics, register, mysalestrics) |
Examples:
| Organization name | Valid URL | Invalid URL |
|---|---|---|
| Brightline Retail | brightline-retail.salestrics.com | Brightline.salestrics.com (uppercase) |
| Acme Co | acme-co.salestrics.com | a.salestrics.com (too short) |
| 42 Labs | 42-labs.salestrics.com | -42labs.salestrics.com (starts with hyphen) |
Share https://{your-url}.salestrics.com with your team. They still sign in through mysalestrics.com; Salestrics routes them to the right workspace after authentication.
Sign in again
- Go to mysalestrics.com.
- Enter your email and password.
- Salestrics opens your workspace Dashboard (or the last app you used).
Forgot your password? Click Forgot password on the sign-in page. Salestrics sends a secure reset link. See Troubleshooting if you still cannot get in.
One email, one workspace. Each email address can belong to only one Salestrics organization. If someone needs to join a different workspace, they need a different email or must leave their current workspace first. Contact Support if you are stuck.
Your first hour
After setup, work through these steps in order:
- Open Dashboard. Review the Organization setup checklist at the top. Click Start setup wizard or open individual tasks.
- Open Momentum → Leads. Add your first lead or import a contact you already know.
- Open Workspace → Drive. Upload a file or create a Doc so your team has a shared place for proposals and notes.
- Open Salestrics Mail at mail.salestrics.com. Send yourself a test message to confirm your mailbox works.
- Open Assistant. Ask a question about your workspace — for example, "What apps are available on my plan?"
- Open Admin → Organization. Confirm your company name, timezone, and address are correct.
- Open Admin → Billing. Confirm your plan, start a trial if you want one, or stay on Free Forever.
Press Ctrl+K (Windows) or Command+K (Mac) anywhere in the workspace to search for an app or record quickly.
Your first week
Use this checklist to get production-ready in your first seven days. The same tasks appear on your Dashboard until you complete or dismiss them.
| Day | Task | Where to go |
|---|---|---|
| 1 | Finish organization profile (contact, timezone, address) | Admin → Organization |
| 1 | Add your first lead or opportunity | Momentum → Leads or Opportunities |
| 1 | Review your plan and usage | Admin → Billing |
| 2 | Invite at least one teammate | Admin → Users → Directory → Add user |
| 2 | Set roles and access for new people | Admin → Users → Access management |
| 3 | Pin your most-used apps on Dashboard | Dashboard (app launcher preferences) |
| 3 | Try Assistant for a real task | Assistant — see Salestrics AI |
| 4 | Set up Resolve — create a test case or knowledge article | Resolve — see Resolve |
| 4 | Connect email to a customer record | Momentum or Resolve record → record email |
| 5 | Explore Insight or run your first report | Insight |
| 5 | Add a company website to your org profile | Admin → Organization |
| 6–7 | Configure AI guardrails if your team will use AI heavily | Admin → AI Guardrails |
| 6–7 | Read plan limits before you scale seats or storage | Plans and limits |
Salestrics sends a welcome email when your workspace is ready and a follow-up around day seven with tips for your next steps.
Try a paid plan for 30 days
Each workspace gets one free trial on any paid plan. The trial lasts 30 days. You do not need a credit card to start.
How to start a trial
| How you signed up | What to do |
|---|---|
| You picked a paid plan during signup | Open Admin → Billing after setup. Your trial should start from there — confirm the plan and trial dates. |
| You picked Free Forever | Open Admin → Billing, choose Solo, Team, Growth, Scale, or Enterprise, and click Start 30-day free trial. |
You can also start from the pricing page by choosing a plan before you register; Salestrics carries that choice through signup.
What happens during the trial
- You get the full limits of the plan you chose — seats, storage, AI tokens, Auto runs, and app access (including Connect on Team+ and Orbit! on Growth+).
- A banner on Dashboard shows how many trial days remain.
- You cannot buy extra seats or additional Salestrics AI tokens during the trial.
What happens when the trial ends
| If you… | Salestrics… |
|---|---|
| Subscribe before or when the trial ends | Keeps your paid plan and all active team members |
| Do not subscribe | Moves your workspace back to Free Forever |
| Do not subscribe and had extra team members | Keeps the workspace owner active; deactivates other members until you upgrade or add seats |
Open Admin → Billing anytime during or after the trial to subscribe. See Plans and limits for prices, seat counts, and feature comparison.
Add your team
You must be an admin to add people.
Invite someone
-
Open Admin → Users → Directory.
-
Click Add user.
-
Enter the person's name and email.
-
Create a temporary password for them (they should change it after first sign-in).
-
Add job title, department, or manager if needed.
-
Click Save.
-
Open Users → Access management to set their role and what they can see and change.
Seats and plans
| Topic | Detail |
|---|---|
| Seats | Each active person uses one seat. People who only use Orbit! do not use a paid seat on plans that include Orbit!. |
| No open seats | Open Admin → Billing to upgrade your plan or buy additional seats ($25/month per person on paid plans). |
| One email rule | One email address works in only one Salestrics workspace. |
| Turn someone off | Find them in Users → Directory and turn off access. Their past work stays; they no longer use a seat. |
For groups, departments, roles, and profiles, see Admin.
Use Salestrics on a phone
Salestrics runs in your phone's web browser — no separate app store download required. The interface adapts to smaller screens with touch-friendly controls.
Open Salestrics on mobile
- Open Safari (iPhone) or Chrome (Android).
- Go to mysalestrics.com and sign in, or go directly to
https://{your-org}.salestrics.com. - For email on the go, open mail.salestrics.com.
Mobile navigation
On a phone, a bottom bar gives quick access to:
| Control | What it does |
|---|---|
| Apps (grid icon) | Opens the app launcher — same apps as on desktop |
| Assistant | Opens Salestrics AI chat |
| Connect | Team chat and meetings (Team plan and above) |
| Inbox | Shortcut to your mail |
| More | Extra utilities such as Orbit! when your plan includes them |
Inside Connect, tap a channel to open it and swipe between the channel list and messages. Mail has its own bottom navigation for folders and compose.
Add to your home screen (optional)
For faster access, add Salestrics to your phone's home screen:
- iPhone (Safari): Tap the Share button → Add to Home Screen.
- Android (Chrome): Tap the menu (⋮) → Add to Home screen or Install app.
This creates a shortcut that opens Salestrics in full-screen browser mode. Sign-in still goes through mysalestrics.com.
Security basics
Salestrics is built for business data. Follow these practices from day one.
Accounts and passwords
- Use a strong, unique password for your Salestrics account.
- Do not share passwords in chat, email, or support tickets.
- Use Forgot password on the sign-in page if you need a reset — Salestrics never asks for your password by email.
- Give each teammate their own account. Avoid shared logins.
Roles and access
| Role | Typical access |
|---|---|
| Admin | Manage people, billing, organization settings, AI guardrails, integrations, and security options |
| Standard user | Daily work in CRM, Resolve, Workspace, Mail, and other apps — no Admin areas |
Open Admin → Users → Access management after adding someone. Use Groups, Roles, and Profiles for larger teams. Details in Admin.
Sessions and sign-in
- Sign in at mysalestrics.com. Salestrics uses a secure session that works across
salestrics.comhosts. - Sign out on shared or public devices when you are done.
- If you suspect unauthorized access, change your password and ask your admin to review Users → Directory.
Salestrics AI and data
- Your admin controls AI in Admin → AI Guardrails — which apps can use AI, whether AI can change records, and answer size limits.
- AI use counts toward your workspace's monthly token limit. Check usage in Admin → Billing.
- Do not paste passwords, payment card numbers, or highly sensitive personal data into Assistant.
Enterprise security (Enterprise+ plans)
SSO, multi-factor authentication (MFA), compliance tiers, data retention controls, and custom API rate limits are available on Enterprise+ plans under Admin → Platform settings. Self-serve plans (Free Forever through Enterprise) use Salestrics standard security defaults.
For agent connections to outside AI tools, see Salestrics MCP — admins create scoped API keys and can require approval before agents change data.
Report a security concern
Open Salestrics Support, sign in, and mark the issue as urgent for safety or security problems. Do not include passwords or full payment details.
Common first tasks by role
Sales
| Goal | Steps |
|---|---|
| Add your first lead | Momentum → Leads → New lead — see Momentum CRM |
| Log a call or task | Open a lead or opportunity → add an Activity with a due date |
| Send a prospect email | Mail → Compose, or open record email on the lead |
| Move a deal forward | Open an Opportunity → update stage or mark won/lost |
| Ask AI about your pipeline | Assistant → "Show my open opportunities due this month" |
| Share a proposal | Workspace → Drive → upload file → link from the opportunity |
| Convert a qualified lead | Open the lead → Convert lead → check contact and opportunity details |
Customer support
| Goal | Steps |
|---|---|
| Create a case | Resolve → Cases → New case — see Resolve |
| Search the knowledge base | Resolve → Knowledge → search for a topic |
| Set up email-to-case | Mail Admin → Shared mailboxes → configure Email-to-Case — see Salestrics Mail |
| Add a public web form | Admin → Web-to-Case → build and share the form |
| Link a case to a customer | Open the case → link the Account or Contact (shared with Momentum) |
| Hand off to sales | Link the contact on the case; sales sees the same record in Momentum |
Workspace admin
| Goal | Steps |
|---|---|
| Complete company profile | Admin → Organization — name, address, brand, contacts |
| Invite the team | Admin → Users → Directory → Add user |
| Set billing and plan | Admin → Billing — see Plans and limits |
| Control AI usage | Admin → AI Guardrails — see Salestrics AI |
| Connect outside tools | Admin → Integrations — Stripe, GitHub, Slack, PostHog, and more |
| Connect AI agents (paid + admin) | Admin → Integrations → Agent MCP server — see Salestrics MCP |
| Restore deleted CRM records | Admin → Trash (available for 30 days) |
| Link bank accounts (paid) | Admin → Bank connections for Ledger |
Fix common setup problems
| Problem | What to try |
|---|---|
| Workspace URL not allowed | Pick a different name — it may be taken or reserved. See Workspace URL rules. |
| Password rejected | Use 8+ characters with at least one number and one special character. |
| Cannot add a team member | Check seat count in Admin → Billing, or the email may already belong to another workspace. |
| Missing app (Connect, Orbit!, etc.) | Check your plan in Admin → Billing. See Plans and limits. |
| Email not received | Check junk folder; confirm the address is correct. |
More fixes: Troubleshooting and Support.
Choose what to do next
| Topic | Guide |
|---|---|
| Pick the right app for a task | Applications |
| Sales pipeline and leads | Momentum CRM |
| Customer cases and knowledge | Resolve |
| Files, Docs, and Calendar | Workspace |
| Business email | Salestrics Mail |
| Team chat and video | Connect |
| Salestrics AI and Assistant | Salestrics AI · Assistant |
| Outside AI agents (Cursor, Claude, VS Code) | Salestrics MCP |
| People, billing, and settings | Admin |
| Plans, seats, and limits | Plans and limits |
| Fix a problem | Troubleshooting |
| Talk to the Salestrics team | Support |
| Full doc index | Overview |