Salesforce has now brought Slack CRM to market, with pricing. It puts your contacts, leads and deals inside Slack, the place your team is already talking to customers and to each other.
So we’re launching a new service to match. From today, automatico sets up, migrates and supports Slack CRM for small businesses. 🚀
Why it matters for smaller businesses
You run your CRM through conversations. This is the part we’re most excited about. Instead of logging into a separate system to update a record, you ask Slackbot. Create a lead, move a deal along, set a follow-up reminder, all from the same place you’re already chatting with your team.
That’s what working agentically looks like in practice, and we think it’s where every CRM is heading. Businesses that get comfortable working this way now will be well ahead of the ones that start later. 💬
Salesforce is under the hood, but you don’t need to know about it. Slack CRM runs on Salesforce in the back end. Day to day, you won’t notice. There’s no admin console to learn and no consultant-speak to decode.
What it does give you is a solid foundation. You’re future-proofing early. When you grow and need more, you can move up to Salesforce Sales Cloud and Agentforce without starting again, because your customers and deals are already in the right place.
The pricing is within reach. Slack CRM is included in Slack’s Business+ plan, which is US$18 per user per month billed monthly, or US$15 billed annually. If you need Enterprise for extra security and compliance, that’s not prohibitive either.
How we can help you get going
We focus on smaller businesses. Most of our clients are teams tracking customers in spreadsheets or inboxes, who want a proper pipeline without a full Salesforce rollout.
Here’s what our Slack CRM services cover:
- Setup and configuration: we tailor pipeline stages, deal fields, lead sources and permissions to the way you actually sell.
- Data migration: we move your customers and open deals across from spreadsheets or another CRM, cleaned up and de-duplicated on the way in.
- Workflows and alerts: we connect your email and calendar, set up deal alerts and build simple automations so nothing slips.
- Training and ongoing support: we teach your team to work deals in Slack, then stay on hand after launch in a shared Slack channel.
Most small businesses are up and running within a couple of weeks. You can read more on our Slack CRM page.
📞 Get a free 30-minute consultation
Ready to ditch the spreadsheet? Send us a message using the form below. It goes straight into our own Slack, so you’ll be talking to a real person, fast. We’ll take a look at how you sell today and show you what Slack CRM could look like for your business, with a clear timeline and cost. 👋
