Chat with your CRM, get instant sales insights, and stay on top of deals — all through Slack, MS Teams, and WhatsApp.
10x your productivity
Chat with your CRM right from the tools you use and love today — Slack, MS Teams, and more — and unlock next-level productivity.
Spend 20x less time clicking
With Sailsy, you’ll never waste time navigating around your CRM again — just ask your Sailsy Assistant, who will manage everything for you.
The essential CRM features
Rest assured — you can jump straight into your Sailsy CRM dashboard and access all the essential features you use today.
James Slome
I'm on the road constantly, and the last thing I wanted was another CRM app to manage. Being able to run my entire sales pipeline through WhatsApp was a game-changer.
John Stewart
After a few weeks with Sailsy, I realized I was spending more time chatting with my CRM and getting more done—than ever before. I barely needed to log into the dashboard.
Sarah W
This is the tool I’ve been searching for for years! I’ve been over traditional CRMs for a while—but being able to create and access deal info directly from Slack made me way more productive.
Chat with your CRM where you already work
Sailsy connects you to your CRM through the tools you already know, love, and use — like Slack, MS Teams, and WhatsApp.
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Skip the hassle of switching browser tabs or diving into your CRM — just ask Sailsy for what you need.
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On the go? Simply message your Sailsy Assistant through your favorite apps like WhatsApp — no clunky logins required.
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No extra apps to download. No extra tabs to open. Sailsy keeps your workflow simple, fast, and seamless.
Your personal CRM assistant, ready to serve
Forget clicking around your CRM searching for information or updating records — just ask your Sailsy Assistant.
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Ask about deals and track their progress in seconds.
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Create new deals, add notes, and update fields — all with a simple message to your assistant.
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Can't remember the to-do’s from your last meeting on a deal? Just ask your Sailsy Assistant.
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Want to uncover new insights about your pipeline and sales performance? Just ask!
The CRM essentials
Don't worry — when you're not chatting with your Sailsy Assistant, all the essential CRM features you know and use are just a click away.
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Create and manage funnels to guide your sales process.
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Segment contacts and accounts for targeted outreach and personalized experiences.
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Quickly update customer details as relationships evolve.
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Maintain a clean, organized database that grows alongside your business.
Your questions answered
Accordion List
Not at all! You can use Sailsy just like a traditional CRM by logging into your dashboard anytime you want. We’ve got you covered with all the essential CRM features you rely on for your day-to-day work.
So far, the Sailsy product team has integrated with Slack, MS Teams, and WhatsApp — covering a large portion of the market and the tools teams already love to use.
Not hard at all. You can set up your CRM like funnels and custom fields in no time using our onboarding setup wizards.
We currently support Outlook, Microsoft 365, and Gmail, so your emails automatically sync with your deals.
Yes. The company behind Sailsy is SOC 2 Type II certified, meaning we meet rigorous standards for data security, availability, and privacy. Your data is encrypted, protected, and handled with enterprise-grade safeguards
We provide import wizards to help customers import both customer and deal data with ease. You can also export your data from Sailsy.