See the whole relationship
Everything belongs to the account
Deals, messages, proposals, meetings, invoices, and support history stay together from first touch onward.
Agentic CRM & revenue OS
One workspace for operators and agents.
CRM, mail, docs, and support on one record graph — with a hosted MCP execution spine so Cursor, Claude, and your agents work on live data.
Inside Salestrics Live product
Know the next move
Your team starts with context
Open an account and see what happened, who owns the next step, and what needs attention without chasing an update.
Agents meet the same data
MCP on the live workspace
Connect Cursor, Claude, or VS Code with org-scoped keys — agents read and act on current pipeline, mail, and workspace records, not stale exports.
“We replaced our Salesforce and Zoom subscriptions with one Salestrics agreement.”
“Workflows that matched how my team actually sells — less configuring, more closing.”
“Grounded in our CRM data — one of the most accurate AI assistants we’ve used.”
Turn activity into a living pipeline
Track leads, contacts, and deals while email and meetings add context to the account.
Build the work beside the deal
Create proposals, documents, and spreadsheets where the customer context already lives.
Give agents and AI the full picture
Assistant in the browser, MCP for Cursor and Claude — summaries, answers, and actions grounded in current pipeline and account activity.
Connect revenue to the work
Keep invoices, reporting, and operational workflows attached to the records that created them.
Keep decisions close to context
Message teammates, run meetings, and share updates without sending the team to another tool.
Carry context into support
Resolve customer issues with the relationship history visible, then share wins and updates in Orbit!
Get started
Run agent-native operations on a unified context layer
Replace the stitched B2B stack with one workspace operators and agents can execute on — CRM, docs, AI, email, and support connected through the MCP execution spine. Explore sector tracks or schedule a demo.