CRM
Relationship workflows
Track people, organizations, deals, activities — notes, calls, emails, meetings — and follow-up reminders in one lightweight CRM surface per brand.
sally crm
CRM workflows that agents can actually operate.
Sally CRM keeps relationships, deals, timestamped activity, and follow-ups per brand. It is built MCP-first: a human says what happened, and their agent updates the CRM, creates reminders, and prepares the next step.
CRM
Built for agents
Every CRM record is reachable over MCP: your agent can log conversations, update deals, create follow-ups, and keep customer context fresh while you talk.
CRM
Follow-up reminders
Turn conversations into dated follow-ups so important customer moments do not disappear into chat history.
CRM
Connected to everything
CRM records link to projects, tasks, marketing contacts, and operational memory — one customer story instead of four disconnected tools.
example agent workflow
From phone call to follow-up without manual CRM busywork.
Tell your agent: “I talked to the client, we discussed a €10,000 project for May and need a follow-up with their team in two weeks.” Over MCP it logs the call, updates the person and organization, creates or updates the deal, and adds a dated follow-up — all visible and editable in the Sally UI.
Included in every plan
- • CRM ships with Solo, Team, and Growth — no add-on pricing.
- • Meeting notes can become CRM records through memory intake.
- • Marketing contacts convert into CRM people when leads get real.
- • Agents work under the same permissions as your team.
Stop being your CRM's data-entry clerk.
Start a trial, connect your agent, and let it keep customer context fresh while you do the actual work.