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
The CRM that feeds your newsletter.
People, organizations, deals, timestamped activity and follow-ups per brand — kept fresh by your agent from what you tell it, and read back when it writes: who you talked to, what was promised, what closed. Customer context is evidence too.
CRM
Kept fresh by your agent
Tell Claude or ChatGPT what happened and it logs the conversation, updates the deal and creates the follow-up — then reads it all back when it writes your next newsletter or customer email.
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.
Working with Sally
Stop being your CRM's data-entry clerk.
Start a trial, connect Claude or ChatGPT, and let it keep customer context fresh while you do the actual work — then write from it.