The CRM your reps will actually use.

A typical Monday morning

It is 8:47am. Sarah, an SDR on a 6-person team selling B2B software, opens CRM Solid. Her dashboard shows 47 new conversations from the weekend. These were replies to a Friday sequence that hit 1,200 prospects on Telegram and X.

She does not read all 47. The AI bot already read them, scored each on a 0-100 scale, and pre-routed the ones it could not confidently handle into her inbox. The other 38? Twelve got a polite "thanks but not interested" auto-reply, eleven asked FAQs and got an instant answer, and fifteen booked a 30-minute discovery call directly on Sarah's Calendly. Those fifteen are already on her calendar for the week.

She spends the next 90 minutes on her nine high-intent threads, sending personalized voice notes, qualifying budget, and pushing two deals into "Demo Scheduled". By 10:30 she has done a week's worth of pipeline work. She is not faster because she works harder. She is faster because the AI handled the triage.

What changes after two weeks

By week two of using CRM Solid, three things shift permanently in the team's workflow:

• Speed-to-lead drops from hours to seconds. The AI bot replies within 2-4 seconds, even at 3am. Conversion rates on inbound leads climb 30-50%.
• Outbound volume 5x without new headcount. One SDR running 10 sender accounts at 20 DMs/hour can comfortably push 1,000 personalized DMs/day, what used to require five reps on five phones.
• Pipeline data becomes trustworthy. Because stage transitions fire automatically on signals (reply, meeting booked, no-show), the pipeline is no longer "what reps remembered to log on Friday." Forecast accuracy goes up.

By week four, most teams add a second account to scale the same playbook, and a third channel, typically WhatsApp or Instagram, to expand reach.

Templates & playbooks included

The Sales Teams playbook ships with 12 starter templates, already wired with spintax for variation. You can edit, fork, or replace any of them in the dashboard.

• Cold opener, value-led: "Hey {first_name}, noticed you {trigger}. We help teams like {company} do X. Worth a 15-min chat?"
• Cold opener, pain-led: Frames the message around a specific KPI struggle.
• Reply nudge: Sent 3 days after a non-replying cold DM, with a different value angle.
• Discovery follow-up: Sent the morning after a discovery call with a 3-bullet recap and next-step CTA.
• Demo no-show recovery: Sent 20 minutes after a missed demo with a re-schedule link.
• Stale deal revival: Sent 14 days after the last activity on a "Demo done" deal that has not progressed.
• Closed-lost re-engagement: Sent 90 days after a closed-lost with a "what changed?" framing.
• Plus 5 channel-specific variants for Telegram, X DMs, WhatsApp, Instagram, and email.

Integrations you'll actually use

Out of the box, the Sales Teams playbook wires up the integrations sales teams actually plug in:

• Calendly: AI bot books meetings on the right rep's calendar based on round-robin or territory routing
• Zoom, Google Meet: auto-generated meeting links attached to every booked discovery call
• Gmail / Outlook: email is just another channel in the same inbox; no need for a separate sequencer
• OpenAI, Anthropic, Gemini: pick the model you want behind your AI agents
• Outbound webhooks: push closed-won data into your warehouse, BI tool, or downstream finance system

For sales leaders

If you are a sales manager or VP, you also get:

• Weekly digest emails auto-generated every Monday 7am with reply rates, meetings booked, pipeline added, and the week's leaderboard
• Coaching mode: playback any rep's last 50 conversations with AI-generated coaching notes flagged on specific moments ("buyer signal missed at message 4")
• Forecast reports: pipeline coverage, stage velocity, and commit-to-close ratios you can paste into the monthly board deck