Slack CRM puts your contacts, leads and deals inside Slack, so updating the pipeline is as easy as sending a message. We set it up, move your data in and get your team using it, so you can focus on selling, not admin.
What is Slack CRM?
Slack CRM is a lightweight CRM built into Slack and powered by Salesforce. It’s included in Slack’s Business+ plan at no extra cost, so there’s no separate tool to buy, log into or keep up to date.
- Contacts, leads and deals live in a Salesforce tab in your Slack sidebar.
- Sales Tracker gives you a drag-and-drop pipeline board, stage by stage.
- Slackbot does the admin. It creates records, logs updates and sets reminders from the conversations you’re already having.
- Email and calendar sync keeps every customer touchpoint attached to the right record.
The result is a pipeline your team actually keeps current, because updating it happens in the flow of their everyday work.
Is Slack CRM right for you?
Slack CRM is a great fit if your business:
- Tracks customers in spreadsheets, inboxes or someone’s head
- Already runs on Slack, or is ready to move there
- Has a small sales or client team who won’t put up with a clunky CRM
- Wants a pipeline view without the cost and setup of a full Salesforce rollout
Already on Salesforce Sales Cloud? Our Slack for Salesforce service connects your existing org to Slack instead.
What our Slack CRM services cover
✅ Setup and configuration
We get your workspace on the right plan, then shape Slack CRM around how you sell: your pipeline stages, deal fields, lead sources and who sees what.
✅ Data migration
We move your customers and open deals out of spreadsheets, Gmail, HubSpot or whatever you use today, cleaned up and de-duplicated, so you start with a pipeline you can trust.
✅ Workflows and alerts
We connect email and calendars, set up deal alerts in the right channels and build simple automations, so the right people are always in the loop.
✅ Training and ongoing support
We show your team how to work deals in Slack and lean on Slackbot for the admin. After launch, we’re on hand in a shared Slack channel whenever you need a tweak.
How we deliver your Slack CRM
- Free 30-minute consultation. We learn how you sell today and give you a clear timeline and cost.
- Design. We map your pipeline, fields and alerts, and agree on what gets migrated.
- Build and migrate. We configure Slack CRM and bring your data across.
- Launch and train. Your team gets hands-on training using their own deals.
- Support. We stay close after go-live to fine-tune as your team settles in.
Room to grow
Because Slack CRM runs on Salesforce, you’re never boxed in. When you need more, like advanced reporting, service desks or AI agents, you can step up to Salesforce Sales Cloud and Agentforce without starting from scratch. We’ll help you know when it’s time, and handle the move when it is.
FAQs
How much does Slack CRM cost?
Slack CRM is included in Slack’s Business+ plan at no extra cost. Our setup is quoted as a fixed project after your free consultation.
Do I need Salesforce to use it?
No. Salesforce powers it behind the scenes, but everything happens inside Slack. There’s no separate Salesforce login to manage.
Can you move our data from another CRM or spreadsheets?
Yes. We migrate contacts, companies and open deals, and clean them up on the way in.
How long does setup take?
Most small businesses are up and running within a couple of weeks, depending on how much data we’re moving.
What if we outgrow it?
You can move up to Salesforce Sales Cloud when you need more, and we can manage that move for you.
📞 Get a free 30-minute consultation
Ready to ditch the spreadsheet? Book a free 30-minute consultation and we’ll show you what Slack CRM could look like for your business, with a clear timeline and cost.
Slack CRM is here, and we’re now offering it as a service