Your shortcut to every customer.
CRM and marketing automation inside one search bar. Contacts, deals, emails and workflows a keystroke away. Fast, ergonomic and reliable.
It’s not about more data.It’s about never losing a deal.
There’s a connector for that.
Use the tools you already pay for without opening them. Salesformics does the copying.
Get a heads-up when a contact changes job, then move the deal with them.
Gmail
Log every reply against the right contact without copying anything.
Google Calendar
See today’s calls next to the deal they belong to.
Keep quick customer chats in the contact timeline.
Mailchimp
Sync a segment to an audience and keep it in step every hour.
Buffer
Queue a social post when a case study or webinar goes live.
X
Listen for your brand and buying signals, turn mentions into leads.
Google Sheets
Import a list, clean it and map columns in one pass.
Eventbrite
Create contacts from attendees and send the follow-up next morning.
Zoom
Attach webinar attendance to each contact and score it.
Calendly
Booked meetings land as tasks on the right deal.
Slack
Post won deals and stalled ones to the channel that cares.
Stripe
See paid, overdue and churned accounts on the contact card.
Dropbox
Link proposals and contracts to the opportunity.
Notion
Open the account plan from the deal in one keystroke.
Plus dozens more connectors
Browse the workflow library
ExploreMeet your sales copilot.
It works inside your pipeline and uses the tools you connected. Ask in plain English, review before anything is sent.
Quick ask
One hotkey from anywhere in the app. Ask about the contact or deal on screen.
Workflow builder
Describe the automation in a sentence. Copilot drafts the trigger, conditions and steps for you to approve.
Connected answers
Copilot reads the connectors you switched on, nothing else. Every action shows its source.
Built for the way small teams sell.
Four tools, one surface. Each one replaces a spreadsheet you are tired of.
Stop clicking through menus.
Type what you want, or what you want to do. The GX Box finds the contact, opens the deal or runs the command. No tabs, no hunting for the right screen.
- Search across contacts, accounts, deals and notes
- Run commands: email, book, assign, tag
- Fuzzy matching that forgives typos
Know where you stand in one glance.
Build a dashboard from widgets in seconds: pipeline by stage, activity this week, deals going cold, replies waiting. Share it or keep it to yourself.
- Drag-and-drop widgets
- Personal and team views
- Monday summary by email
Chains of events, without code.
Pick a trigger, add conditions, chain actions. Send the welcome email, create the task, post to Slack, update the stage. Then forget about it.
- Triggers from forms, email, events and payments
- Waits, branches and goals
- Run history for every contact
The right message, to the right people.
Segments update themselves as contacts change. Send three versions of a newsletter instead of one, each written for the people reading it.
- Rules on any field or behaviour
- Live counts as you edit
- Sync to your email tool
Built for teams like yours.
How different small businesses put it to work.
Replaced four spreadsheets with one pipeline. New enquiries get a reply and a task before anyone opens their inbox.
Types “notes acme” in the car park after a meeting. The call note is on the deal before the engine starts.
Attendees become contacts overnight. The thank-you email goes out at 9am with the slides attached.
Checks one screen on Monday: pipeline, stalled deals, replies waiting. The weekly meeting got 20 minutes shorter.
Replaced four spreadsheets with one pipeline. New enquiries get a reply and a task before anyone opens their inbox.
Types “notes acme” in the car park after a meeting. The call note is on the deal before the engine starts.
Attendees become contacts overnight. The thank-you email goes out at 9am with the slides attached.
Checks one screen on Monday: pipeline, stalled deals, replies waiting. The weekly meeting got 20 minutes shorter.
Sends three versions of the newsletter instead of one. Unsubscribes fell, replies went up.
When a client contact moves company, the system creates a task to congratulate them. Two new accounts came from that.
Year-end reminders, onboarding emails and fee letters live as snippets. Nobody retypes the same paragraph twice.
Wholesale buyers who stop ordering get flagged after 45 days and land in a win-back sequence.
Sends three versions of the newsletter instead of one. Unsubscribes fell, replies went up.
When a client contact moves company, the system creates a task to congratulate them. Two new accounts came from that.
Year-end reminders, onboarding emails and fee letters live as snippets. Nobody retypes the same paragraph twice.
Wholesale buyers who stop ordering get flagged after 45 days and land in a win-back sequence.
Don’t repeat yourself.
Automate the things you do every day.
Snippets
Tired of typing the same email? Save it once, insert it with a keyword. Fields fill themselves.
Quicklinks
Pin the views you open every morning and jump there from anywhere.
Hotkeys and aliases
Give any command a shortcut or a short alias. Muscle memory does the rest.
What else can Salesformics do? It can score leads.
Build the perfect workflow.
Drag a trigger, add conditions, chain actions. If you can draw it on a whiteboard, you can run it here.
Stay in the loop.
Plain guides on CRM, automation and selling for small teams.
Supercharge your Eventbrite events with Salesformics
News · 5 min
X (Twitter) filters: go beyond mentions to find real buying signals
Marketing automation · 5 min
Good marketing automation tools still need good planning
Marketing automation · 5 min
Social Listening for Salespeople on X and LinkedIn
Marketing automation · 5 min
KISS your customers: keep customer communication simple
Small business · 5 min
Salesformics is out of beta and available to everyone
News · 5 min
Marketing and technology: a match made in business heaven
Opinion · 5 min
Employees or customers: who gets treated better? 20 checks
Management · 8 min
Start your 14-day trial.
No card, no setup fees, no training course. Import a spreadsheet and you are working in minutes.