Salestrics

Salestrics is an AI-native CRM and revenue platform for startups with pipeline, files, finance, analytics, automations, and team communication in one system.

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AI-native CRM and revenue platform for startups

Salestrics is an AI-native CRM and revenue platform for startups that combines pipeline management, workspace files, finance, analytics, automations, and team communication in one system. The product is designed to reduce tool switching by keeping CRM data, follow-up work, and supporting records connected in the same workspace.

The core platform includes Momentum, Workspace, Assistant, Ledger, Insight, and Auto. Paid plans add Connect for chat and video, Inbox for shared email, Orbit on Launch and above, and higher usage limits, while Free Forever lets one user start with the core platform at no cost.

Core capabilities included in Salestrics

Pipeline and deal tracking

Manage leads, contacts, and deals in Momentum, which is the CRM layer the product centers on for day-to-day pipeline work.

Workspace for files and scheduling

Keep docs, sheets, slides, calendars, and files in one workspace so revenue work and supporting materials live alongside the CRM records.

AI-assisted revenue work

Use Assistant to prioritize deals, draft follow-ups, and surface next steps from live CRM data instead of manual review.

Finance tracking and bank sync

Track revenue, expenses, invoices, and bank transactions in Ledger on paid plans, with bank sync available where supported by the plan.

Analytics and reporting

Build dashboards and KPI reports from CRM data in Insight without exporting records into another analytics tool.

Bulk automations

Run bulk automations in Auto to qualify leads, reassign owners, and move pipeline stages at scale.

Practical ways teams use Salestrics

Solo founder getting started
Start with a single-user CRM setup, add pipeline stages and records in Momentum, and use the free core platform before deciding whether the team needs paid communication or finance features.
Small team coordinating a pipeline
Keep deal records, files, scheduling, and internal discussion in one place so a small team can follow the same account history without juggling separate tools.
Prioritizing follow-ups with AI
Use Assistant to flag deals that need attention, draft follow-ups, and identify next steps based on live CRM data when the pipeline gets busy.
Centralizing sales communication
Add Inbox and Connect on paid plans to handle sales email, internal chat, and browser-based calls alongside the same contacts and deals.
Revenue and finance tracking
Track revenue, expenses, invoices, and bank transactions in the same workspace as CRM data when a team wants basic financial visibility tied to the sales process.

Pros and Cons

Pros

Combines CRM, docs, finance, analytics, automation, and communication in one workspace.
Free Forever gives one user access to the core platform with no credit card required.
Browser-based video meetings and shared inbox tools are built in on paid plans.
Startup and above provide clear upgrade paths as teams need more seats and usage.

Cons

Paid plans are required for Connect, Inbox, Orbit, and bank connections in Ledger.
Plan limits vary by tier, including seats, CRM records, AI tokens, automations, and video meeting duration.
Teams over 100 users need an Enterprise agreement rather than self-serve checkout.

FAQ

Is Salestrics really free to start?

Yes. Salestrics offers a Free Forever plan for one user with the core platform, and the site says no credit card is required to start. Paid plans add team features, higher limits, and additional modules.

What is included on Free Forever vs paid plans?

Free Forever and Startup include the core platform: Momentum, Workspace, Assistant, Ledger, Insight, and Auto. Launch, Runway, and Scale add the full platform with Orbit, and paid plans also include Connect, Inbox, custom CRM fields, and bank connections in Ledger.

What is Connect?

Connect is the built-in team communication layer on paid plans. It includes channels, direct messages, browser video meetings, meeting threads, and scheduling from Workspace Calendar.

What is Inbox?

Inbox is the shared organization email workspace on paid plans. It is positioned for sales conversations, follow-ups, and customer communication inside Salestrics.

Do I need Zoom or another video tool?

No. The pricing page says paid plans include browser-based video meetings, including screen sharing and meeting chat, so a separate Zoom-style subscription is not required for those included use cases.

Quick Facts

Category: AI-native CRM / revenue platform
Primary users: Startups and revenue teams
Access model: Free Forever plan plus paid tiers and Enterprise
Platform: Web app
Source domain: app.salestrics.com
Notable modules: Momentum, Workspace, Assistant, Ledger, Insight, Auto, Connect, Inbox, Orbit

Analytics of Salestrics

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