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The next-action CRM · For B2B sales teams

Never miss a follow‑up. Focus every rep.

SalesKinect is the CRM that works the way sellers do. It reads every call, note, meeting and quote, and tells each rep who to contact today and why, while managers see the whole pipeline across teams and territories.

Request a demo See the revenue math

Import your accounts · Works with your calendar · Your teams and territories, your way ·

Next step found in your note

"…said to call her back by Monday before their budget meeting."

Call Dana back with the updated price list · due Mon

Why now

Three shifts are squeezing B2B sales teams

The pipeline is the battlefield. The follow-up is the frontline, and it decides who wins.

70%

of a rep's time goes to work that isn't selling

Admin, data entry and meeting prep crowd out the conversations that move deals.

Salesforce, State of Sales, 6th edition (2024)

67%

of reps don't expect to hit quota this year

And 84% missed it the year before. Busy isn't the same as productive.

Salesforce, State of Sales, 6th edition (2024)

67%

of B2B buyers prefer a rep-free experience

So when a buyer does take your rep's call, that conversation has to count, and the follow-up can't slip.

Gartner survey of 646 B2B buyers (March 2026)

What SalesKinect does

SalesKinect turns slipped follow-ups into won deals

Every account, every rep, every day.

Day 1 · New reps work like your best

  • A ranked call list from the first morning
  • The reason to call, on every account
  • Full account history in one timeline
  • Company research and fit scores in one step

Nothing slips · Every promise tracked

  • Notes become dated next steps
  • Due and overdue accounts rise to the top
  • Calendar meetings logged automatically
  • Log any activity in one click

Managers see it all · Coach with facts

  • Close rate, pipeline and cycle by team and person
  • Overdue follow-ups per rep
  • Account assignment with approval
  • See the app as any rep sees it

The revenue math

What slipped follow-ups cost you

Every promise that slips is a deal that might have closed. Put in your own numbers to size the leak SalesKinect is built to close.

An estimate from your inputs, not a guarantee.

%
$

Revenue at risk each year

$480,000

10 reps × 4 slips × 12 months × 5% × $20,000

Features

Everything your sales team does, handled

SalesKinect works the sale end to end, from the first touch on an account to the deal closing.

Rep workflow

The daily work that keeps deals moving.

  • My focus call list
  • Next steps from notes
  • One-click activity logging
  • Account timeline
  • Calendar meeting logging
  • Pipeline and deals

Account intelligence

The context that turns every conversation into progress.

  • Account research
  • Ideal customer fit scores
  • Contacts and buying signals
  • Account import
  • AI assistant

Team management

Structure, visibility and coaching for leaders.

  • Teams and territories
  • Assignment with approval
  • Analytics and CSV export
  • View as, for admins
  • Roles and permissions
  • Full change history

Analytics

The numbers sales leaders actually ask for

Compare any period with the one before, filter by team or person, and export to CSV.

  • Close rate, won value and sales cycle
  • Open and weighted pipeline
  • Touch points, and how many it takes to win
  • Reps see their own numbers, managers their team, admins the whole company

Security and data

Your data stays yours

Separate by design

Every company's data is kept apart at the database level, on every table.

Full change history

Every change to an account, deal, activity or contact is recorded with who made it and when.

Contact details encrypted

Names, emails and phone numbers are encrypted at rest.

Role-based access

Reps, managers and admins each see only what their role allows. Support views are view only and recorded.

FAQ

Questions

Something else? Get in touch.

How do we get started?

Request a demo below. We'll walk through SalesKinect with your team, set up your workspace, and help you bring in your accounts.

Can we bring our existing accounts?

Yes. Upload your account list and SalesKinect researches each company, scores its fit and adds it to your workspace.

Who sees which accounts?

Reps see the accounts they own and those in their territories. Managers see everything under the teams they manage. Admins see the whole company.

Does it work for our structure?

You define the levels (for example region, branch and territory) and place each person. People can cover more than one territory, and managers can lead at any level.

We already use SalesKinect. Where do we log in?

Use at the top of this page.

Request a demo

See SalesKinect running your pipeline

Book a walkthrough and we'll show you SalesKinect on your own accounts, teams and territories.

  • A tour of My focus, next steps and analytics
  • How your territories and teams would map in
  • Bringing in your accounts

We'll only use your details to contact you about SalesKinect.

Win more dealsRamp reps fasterCoach with facts