Salestrics

Salestrics

All-in-one revenue workspace combining CRM, email, documents, meetings, and AI in a single platform

Freemium

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About Salestrics

Salestrics is an all-in-one revenue workspace that consolidates CRM, email, documents, meetings, invoicing, customer support, and AI assistance into a single platform. Instead of stitching together a stack of specialized tools that don't talk to each other, teams get everything they need to run go-to-market operations in one place. The pitch is straightforward. Stop paying for and managing a dozen disconnected apps when one platform covers the workflow end to end. For startups and small teams running lean, this kind of consolidation can eliminate both subscription sprawl and the friction of switching between systems that don't share context. The company behind it, Salestrics Inc., was founded in June 2026 and is headquartered in Maryville, Tennessee.

The core of the platform is Momentum CRM, which handles pipeline, leads, contacts, and deals with full email and meeting context attached to every record. When someone opens a deal, they see the entire history rather than hunting across inboxes, calendars, and chat threads. Built-in email through Salestrics Mail means conversations happen inside the platform without switching to a separate client. Meeting scheduling through Connect handles the usual back-and-forth of finding a time, and the meeting context flows directly into the associated deal or contact record. Everything stays connected in what the platform calls a unified record graph, where customer relationships remain unified across every touchpoint.

Beyond sales fundamentals, the platform branches into adjacent functions that revenue operations typically touch. Workspace handles documents and proposals, so quotes and contracts live alongside the deals they belong to. Resolve handles customer support ticketing with full relationship history visible, which means support agents see the same context as the sales team that closed the account. Orbit provides team messaging, internal collaboration, and organizational social features. Ledger covers invoicing and basic financial workflows, so billing happens in the same system where the deal closed. Insight provides analytics and reporting across the platform. Auto enables workflow automation while Flow manages process orchestration. The consolidation logic is that revenue operations span all these areas, and keeping them separate creates friction, duplicate data entry, and blind spots.

What makes Salestrics technically interesting is its Model Context Protocol (MCP) integration. The platform hosts an MCP server exposing 163 agent-ready tools, which means AI agents in environments like Claude Desktop, Cursor, VS Code, Windsurf, Cline, or ChatGPT can access live CRM data directly. You can ask an AI assistant to pull current deal status, draft follow-ups grounded in real records, check invoice history, manage meetings, update proposals, or automate workflows without building custom integrations or exporting data. The MCP integration supports real-time read and write capabilities on deals, messages, proposals, meetings, and invoices. The AI works from the actual live system rather than a stale spreadsheet export. This is implemented through organization-scoped API keys, so access stays controlled while still being useful for agent-based automation.

The target audience is startup go-to-market teams and founders who want an alternative to the traditional stack of Salesforce plus HubSpot plus email plus docs plus invoicing plus support. The platform philosophy is summarized as less configuring, more closing. If you're early stage and don't want to manage multiple vendors, or you're frustrated with paying for overlapping features across tools that still require manual syncing, Salestrics offers a simpler path. The interface prioritizes speed and ease of use over the deep configurability that makes enterprise CRMs slow to set up. Teams that value workflow flexibility over feature checkboxes may find this tradeoff worthwhile.

Pricing starts with a free-forever tier that covers the basics for smaller teams or individuals getting started. Paid plans begin at $29.99 per month through the Intro tier and scale up through additional tiers including Scale for larger organizations. There's a thirty-day free trial on paid tiers with no credit card required, so teams can test the full platform before committing to anything. Documentation is available at docs.salestrics.com, the main application at app.salestrics.com, and dedicated services for mail and AI at their respective subdomains. Customer testimonials mention replacing Salesforce and Zoom subscriptions with a single Salestrics agreement, and cite the AI assistant as unusually accurate because it's grounded in actual CRM data rather than generic prompting. For teams already deep in an existing stack, the consolidation value depends on willingness to migrate, but for new teams or those actively frustrated with tool sprawl, Salestrics provides a unified alternative designed from the ground up to keep everything connected.

Key Features

  • Unified CRM with email and meeting context
  • Built-in email client and meeting scheduling
  • Collaborative document workspace
  • MCP integration for AI agent access
  • Invoicing and basic finance tools
  • Customer support ticketing system

Pros & Cons

What we like

  • Consolidates CRM, email, docs, and invoicing in one platform
  • MCP integration lets AI agents access live CRM data
  • Free forever tier available for small teams
  • Designed for speed with minimal setup required

Room for improvement

  • Newer platform with a smaller ecosystem than established CRMs
  • Consolidation value requires migrating from existing tools
  • Feature depth may lag specialized best-of-breed apps
  • MCP integration requires familiarity with AI agent workflows

Frequently Asked Questions

What is Salestrics?
Salestrics is an all-in-one revenue workspace that combines CRM, email, documents, meetings, invoicing, and AI assistance in a single platform. It's designed for startup GTM teams who want to avoid managing a stack of disconnected tools.
Is Salestrics free?
Yes. There's a free-forever tier that covers the basics. Paid plans start at around thirty dollars per month and include a thirty-day free trial with no credit card required.
What is the MCP integration?
Salestrics hosts a Model Context Protocol server with over 160 tools that AI agents in environments like Claude or Cursor can access. This lets you query live CRM data, draft messages, and automate workflows through AI without custom integrations.
Who is Salestrics for?
Startup founders and go-to-market teams who want a unified alternative to juggling Salesforce, HubSpot, email clients, document tools, and invoicing apps. It suits teams that prioritize speed and simplicity over deep enterprise configurability.

Best For

Managing a startup sales pipeline without multiple toolsRunning go-to-market operations from a single workspaceConnecting AI agents to live CRM data via MCPConsolidating email, documents, and invoicing for small teams

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