Separate, secure workspaces
Each company gets its own workspace and address. Encrypted connections and role-based access.
SalesKnot core CRM
Everything your sales team needs. Automated.
The core CRM every workspace starts with: workflow automation, AI agents, pipeline, email sync, custom objects and dashboards. Every edition is built on it.
Workflow automation
Follow-up that runs itself.
Build workflows that react to what happens in your CRM: a new lead, a deal changing stage, a date arriving or a form being submitted. SalesKnot does the next step, every time.
- Triggers on new or updated records, schedules, forms and webhooks
- Assign owners, create tasks, update fields and send emails
- Branch on conditions, like deal size or lead source
- Call other tools with HTTP requests and custom code steps
TriggerNew lead from website
AI agentQualify & score
ActionAssign & send email
Stage changed → Proposal
Create follow-up task in 2 daysRan 214×
Create follow-up task in 2 daysRan 214×
Every Monday 9:00
Email owners their stale dealsScheduled
Email owners their stale dealsScheduled
AI agents
AI that handles the busywork.
AI agents are steps in your workflows that read a record, think, and act. We set them up around your process, so they do the repetitive work your team would otherwise put off.
- Qualify and score new leads from what they wrote
- Summarise long email threads onto the deal
- Draft personalised follow-ups for review
- Clean and complete records: names, companies, next steps
✦ Lead scored: Hot
Budget stated, timeline this month, decision makerAI agent
Budget stated, timeline this month, decision makerAI agent
✦ Summary added to deal
12 emails condensed into 4 linesAI agent
12 emails condensed into 4 linesAI agent
✦ Follow-up drafted
Waiting for Aisha to review and sendReview
Waiting for Aisha to review and sendReview
Pipeline & deals
See every deal at a glance.
Track opportunities on a board or in a table, with stages that match how you sell. Filter, sort and save views for each team, and drag a deal forward to update it.
- Kanban boards and spreadsheet-style tables
- Saved views per team, owner or region
- Amounts, close dates, owners and next steps on every deal
- Full history of every change and activity
Qualified
8 deals$684k
8 deals$684k
Proposal
5 deals$1.9M
5 deals$1.9M
Negotiation
3 deals$740k
3 deals$740k
Won this month
6 deals$1.1M
6 deals$1.1M
Email & calendar
Every conversation, in context.
Connect Google Workspace or Microsoft 365. Emails and meetings are matched to the right people, companies and deals, so anyone can pick up where a colleague left off.
- Gmail and Outlook sync
- Calendar events linked to contacts and deals
- Choose what is shared with the team and what stays private
- Send emails from workflows
Re: Viewing on Saturday · Harbor View 2BR
Proposal signed ✓ · Office lease, Dubai
Meeting booked · Thu 14:00 with Daniel
Quote request · Annual import contract
Custom objects & fields
A CRM shaped to your business.
Add your own record types, fields and relations without code. Properties, trips, matters, shipments: whatever your business tracks, SalesKnot can hold it and automate around it.
- Custom objects and relations
- Text, number, currency, date, select, rating, links and more
- Page layouts and views for each object
- Roles that control who sees and edits what
# Property
address "12 Marina Walk"
price $1,200,000
bedrooms 3
status Available
agent → Aisha Malik
showings → 4 booked
Dashboards
Know your numbers, live.
Dashboards update as your team works. See pipeline value, conversion by source, activity by owner and what's closing this month, without exporting to a spreadsheet.
- Charts and totals from any object
- Pipeline, revenue and activity views
- Per-team and per-owner breakdowns
- Shareable with the whole company
MayJunJulAugSepOct
API & integrations
Connects to everything.
Send leads in from your website and ad platforms, and push updates out to the tools you already use. Developers get complete REST and GraphQL APIs.
- REST and GraphQL APIs
- Webhooks on any record change
- Website and landing-page forms
- CSV import and export
// New lead from your website
POST /rest/people
{
"name": "Daniel Reyes",
"email": "[email protected]",
"source": "Website"
}
// → workflow assigns, scores and emails
And more
Built for teams that want to sell, not admin.
Everything in every seat
One price per user includes workflows, AI agents and dashboards. No tiers.
Import in minutes
Bring contacts, companies and deals from spreadsheets or another CRM. We can do it for you.
Works everywhere
Runs in any modern browser on desktop, tablet and phone.
Industry editions
Start with records and dashboards built for your sector.
Hosted or on your server
Use our hosted service, or we run SalesKnot on infrastructure you control.
Editions
Need more for your industry? Add an edition.
Editions sit on top of the core CRM and add the records, stages and dashboards your sector uses.
Real Estate CRM
Properties, showings, buyer stages and agency dashboards.
Explore →AvailableCall Centre CRM
Campaigns, call lists, dispositions, callbacks and agent dashboards.
Explore →Early accessTravel & Visa CRM
Enquiries, visa cases, document checklists, payments and receipts.
Explore →Early accessLegal CRM
Matters, clients, deadlines, documents and billable follow-ups.
Explore →Coming soonImport & Export CRM
Buyers, suppliers, quotations, shipments and documents.
Explore →Coming soonYour industry
Not listed? We shape the core CRM around your process: your records, stages and automations.
Talk to us →Put your pipeline
on autopilot.
Bring your spreadsheet or current CRM. We'll show you SalesKnot running your sales process, and what it would cost.