Slack CRM
Customer management, made conversational
With Slack CRM, managing customers is as easy as asking Slackbot. Your personal AI agent can capture contacts, track deal progress, and prep what you need with a simple prompt – right in Slack.
With Slack CRM, managing customers is as easy as asking Slackbot. Your personal AI agent can capture contacts, track deal progress, and prep what you need with a simple prompt – right in Slack.
Research accounts, prep meetings, and draft follow-ups in seconds. With a simple ask, Slackbot tackles the busywork and keeps data up to date, so your team can spend more time building relationships.
"Before, I was spending hours every week juggling spreadsheets. Now I just tell Slackbot what happened after a call, and it updates everything automatically. I'm saving at least 90 minutes a day on admin work—time I can actually spend with customers."
Slackbot knows your channels, conversations, and customers, and can take instant action based on your prompts. Spin up a new account, log notes from a recent call, and update your records, all in Slack — all you have to do is ask.
"Having everything in one place is a game-changer — from prepping to navigating my day with the agenda view and Slackbot's suggested focus areas, I never have to leave Slack."
Start with what you need today, right inside Slack. Every conversation, customer, and update connects to Salesforce in the background. When your team is ready for a full CRM, nothing needs to be migrated — everything you’ve captured in Slack is already there.
"When we launched, we couldn’t justify expensive CRM software. Slack CRM gives small teams what they need right where they work—no switching tabs, no learning another platform."
