Momentum
Pipeline, leads, contacts, and deals — with a modern dashboard, gradient pipeline boards, and embedded AI.
AI-native revenue platform
CRM, AI, and mail on one connected platform
Run pipeline, support, workspace files, finance, analytics, and Salestrics Mail on one system — with Salestrics AI built into every plan, including Free Forever. Try the assistant at ai.salestrics.com before you sign up, then start your workspace at no cost.
- Salestrics AI on every plan — try 30K tokens at ai.salestrics.com
- Resolve included (beta) · Mail on every plan
- 30-day trial on paid plans · modern app dashboards
Salestrics AI
Intelligence across your workspace — on every plan
Assistant chat, embedded panels on app home pages, and Workspace drafting — all grounded in your live CRM data when you sign in. Start with a free demo, then keep going on Free Forever.
- Try before you sign up
Chat at ai.salestrics.com with 30,000 free demo tokens — no account required.
- Embedded on every app home
Summarize pipeline, draft follow-ups, and get recommendations from Momentum, Resolve, Ledger, Insight, and more.
- Full Assistant with live CRM tools
Persistent chat grounded in your org data — query records, run workflows, and act without leaving Salestrics.
- Included on Free Forever
50,000 AI tokens / month on Free Forever, with higher allowances on paid plans.
Core platform
Seven apps included from day one
Every plan includes the core salestrics platform, Salestrics Mail, and Resolve (beta) — not a stripped-down CRM trial. No per-seat email tax — Salestrics Mail is bundled with your CRM on every plan, including Free Forever. Upgrade for higher limits, more seats, Connect (Startup+), and Orbit (Launch+).
Resolve
Cases, knowledge base, and service workflows — included on every plan (beta).
Workspace
Drive, Docs, Sheets, Presentations, and Calendar for files and scheduling in one place.
Assistant
Salestrics AI grounded in live data — prioritize deals, draft follow-ups, and get next steps.
Ledger
Revenue, expenses, invoices, and bank transaction sync on paid plans.
Insight
Analytics dashboards and saved reports built on your CRM data — no exports required.
Auto
Bulk automations to qualify leads, reassign owners, and move pipeline at scale.
Why teams switch
Modern dashboards, shared data, less tool sprawl
App home pages now surface live metrics, pipeline boards, attention alerts, and embedded AI — so your team opens Salestrics to work, not hunt through menus.
AI on every plan
Salestrics AI is built into the app on every plan — including Free Forever — with Assistant, embedded app panels, and live CRM tools.
No per-seat email tax
Salestrics Mail is included on every plan — personal and org mailboxes at mysalestrics.com, tied to your CRM and Workspace Drive.
One platform, not five subscriptions
CRM, support, files, finance, analytics, and automations share the same records — so your team stops re-entering data across tools.
Start Free Forever when ready
No credit card to begin. Try a one-time 30-day trial on paid plans when you need Connect, Orbit, or higher limits.
Mail + Connect
Email included. Communication when you scale.
No per-seat email tax — Salestrics Mail is bundled with your CRM on every plan, including Free Forever. Salestrics Mail on every plan — personal and org mailboxes at mysalestrics.com; mail storage counts against your per-user Drive, with org-wide Files at 2× Drive per user. Startup and above add team chat and browser-based video — without paying for separate Zoom or Slack subscriptions.
Salestrics Mail
Personal and org mailboxes at mysalestrics.com on every plan — including Free Forever. Mail attachments count against your per-user Drive; org-wide Files get 2× that allowance. Bring your own domain on Launch and above.
Team chat
Channels for your company, direct messages with teammates, and a dedicated thread for every meeting — on Startup and above.
Video meetings
1:1 and group calls in your browser — camera, microphone, screen share, and recording. Plan limits apply by tier.
Calendar scheduling
Schedule Connect meetings from Workspace Calendar and see upcoming calls alongside your team's work.
Get started
Up and running in three steps
- 1
Create your workspace
Start Free Forever (no credit card) or pick a paid plan for a one-time 30-day trial. Name your company and get a dedicated org URL.
- 2
Run your core apps
Add pipeline in Momentum, cases in Resolve, files in Workspace, mail at mail.salestrics.com, and AI from Assistant or any app landing.
- 3
Scale when you need more
Paid plans add custom CRM fields, Ledger bank connections, and higher limits on records, AI, automations, and Drive. Connect starts on Startup; Orbit starts on Launch.
Frequently asked questions
Common questions from teams evaluating Salestrics.
- Is Salestrics really free to start?
- Yes. Free Forever gives one person the core salestrics platform — Momentum, Workspace, Assistant, Ledger, Insight, and Auto — plus Resolve (beta) and Salestrics Mail, at no cost and with no credit card. Salestrics AI is included with 50,000 tokens per month. When you need team chat, video, Orbit, or more seats, upgrade to a paid plan anytime.
- What is Salestrics AI and can I try it first?
- Visit ai.salestrics.com to chat with Salestrics AI using 30,000 free demo tokens — no sign-in required. In your workspace, AI appears in Assistant, embedded panels on app home pages, and Workspace/Mail editors. It is included on every plan, including Free Forever.
- What is included on Free Forever vs paid plans?
- Free Forever includes the core salestrics platform and salestrics mail on every plan — personal and org mailboxes at mysalestrics.com; mail storage counts against your per-user drive, with org-wide files at 2× drive per user. Intro matches Startup limits for one user without Connect. Startup adds a second seat and Connect. Launch, Runway, and Scale add the full salestrics platform with Orbit. Paid plans add custom CRM fields, Ledger bank connections, and higher limits on records, AI, automations, and Drive.
- What is Salestrics Mail?
- Salestrics Mail on every plan — personal and org mailboxes at mysalestrics.com; mail storage counts against your per-user Drive, with org-wide Files at 2× Drive per user Read and send from mail.salestrics.com. Bring your own email domain on Launch, Runway, and Scale.
- What is Connect?
- Connect is team communication built into Salestrics on Startup and above. Chat in channels and direct messages, start video meetings in the browser, and keep meeting notes in one thread — alongside your deals and contacts. Intro does not include Connect.
- Do I need Zoom or another video tool?
- No. Startup and above include video meetings in the browser — screen sharing, meeting chat, and invite links included. You do not need a separate video subscription.
- Can I invite people outside my company?
- On Runway and Scale, you can share invite links so customers, partners, or candidates can join a call. Startup and Launch are built for calls within your organization.
- Can I try a paid plan before committing?
- Yes. One-time 30-day free trial on Intro through Scale — no credit card required. Start from pricing or Admin → Billing. Free Forever stays available if you prefer.
- Can my whole team use Salestrics?
- Yes. Paid plans include multiple seats, role-based access, and a dedicated URL for your organization (yourcompany.salestrics.com). Add licenses as you grow — see pricing for what each plan includes.
- Already have an account?
- Sign in with the email you registered. Forgot your password? Use the reset link on the sign-in page and we will send you a secure link.
Ready to run your business on Salestrics?
Start Free Forever with the core platform, Resolve, and Salestrics Mail for one user — no per-seat email tax. Compare paid plans with a one-time 30-day trial, or try Salestrics AI first at ai.salestrics.com.