AI-powered business operating system for modern companies
Unify sales, CRM, operations, finance, and productivity in one intelligent layer.
salestrics.com · Platform · Brand · Quick start · Architecture
Salestrics is a unified, organization-scoped platform for revenue teams and operators who have outgrown spreadsheets but do not want the complexity of a generic ERP.
Sales, CRM, operations, finance, collaboration, and AI-assisted insights share one data model. Leadership gets real-time pipeline and financial visibility without reconciling exports from disconnected tools.
| Category | AI-powered business operating system |
| Customers | B2B sales teams, revenue operations, CRM-led organizations, multi-site enterprises |
| Delivery | Cloud SaaS — multi-tenant, organization-scoped, sub-organization support |
| Domain | salestrics.com |
Salestrics is organized as a suite of applications under a single workspace. Each application shares organization context, role-based access, and record-level activity.
| Application | What it does |
|---|---|
| Dashboard | Command center with KPIs, alerts, and operational snapshots |
| CRM & Sales | Accounts, leads, contacts, opportunities, and CRM activities |
| Operations | Work orders (Kanban), assets, maintenance, and compliance documents |
| Finance | Expenses, revenue, and budgets with plan-vs-actual tracking |
| Data & Reporting | Built-in and custom reports; dashboards and import/export on the roadmap |
| Salestrics Workspace | Docs, Drive, Sheets, Slides, Notes, Forms, Whiteboards, and Tasks |
| The Hub | Team feed — posts, mentions, reactions, and notifications on records |
| Personal Assistant | Org-scoped AI with audited tool access to Salestrics data |
| Org Setup | Organization profile, users, roles, billing, and feature entitlements |
Communications, Workforce, Storefront, Automation, Fleet, Compliance, Customer Support, GIS & Mapping, Weather Intelligence, R&D, Developer Platform, and additional AI surfaces appear in the app launcher as staged rollouts.
Official logo assets live in public/Salestrics/. Do not duplicate or regenerate these files — import paths from lib/salestrics-brand.ts in application code.
| Asset | File | When to use |
|---|---|---|
| Primary logo | white-text-wordmark.svg |
Dark surfaces such as the sidebar and shell headers |
| Secondary logo | gray-text-wordmark.svg |
Light surfaces such as marketing pages and sign-in |
| Dark background lockup | all-white-wordmark.svg |
Dark backgrounds that are not headers |
| Light background lockup | all-gray-wordmark.svg |
White backgrounds that are not headers |
| Alt — dark background | red-wordmark-1.svg |
Alternate treatment on dark backgrounds (not headers) |
| Alt — light background | red-wordmark-2.svg |
Alternate treatment on white backgrounds (not headers) |
| Favicon | favicon.svg |
Browser tab and app icon metadata only |
Only the following colors are approved for Salestrics UI and documentation:
| Name | Hex | Usage |
|---|---|---|
| Charcoal Gray | #424040 |
Sidebar background, h2+ headings, body text, dashboard neutral metrics and widget labels |
| Salestrics Red | #f93d3a |
<h1> headings, primary actions |
| White | #ffffff |
Page background (excluding sidebar), text on dark surfaces (including nav links) |
| Dashboard positive | #52b229 |
Positive dashboard metric values only |
| Dashboard negative | #fc0000 |
Negative dashboard metric values and links |
Approved button colors: Salestrics red with white text; white with red text (dark-mode inverse of primary).
Live / Coming soon labels (app-wide): dashboard positive (#52b229) with white text for Live; dashboard negative (#fc0000) with white text for Coming soon.
Design tokens are defined in app/globals.css. Shared button and badge classes live in lib/ui-buttons.ts and lib/ui-badges.ts.
Requirements: Node.js 26.3.0, PostgreSQL 18.4 with PostGIS 3.6.2
# Node version
nvm use
# Database (PostgreSQL 18.4 + PostGIS 3.6.2)
docker compose up -d
# Environment
cp .env.example .env
# Install and migrate
npm install
npm run db:push
# Database schema + demo user
npm run db:push
npm run db:seed
# Development
npm run dev
Open http://localhost:3000 for the landing page, http://localhost:3000/sign-in to sign in, and http://localhost:3000/dashboard after signing in.
Demo credentials (from npm run db:seed):
demo@salestrics.com |
|
| Password | demo1234 |
| Layer | Stack |
|---|---|
| Frontend | Next.js 16 App Router, React 19, Tailwind CSS 4 |
| Auth | Better Auth with email/password |
| Database | PostgreSQL 18.4 + PostGIS 3.6.2 via Drizzle ORM |
| Route | Purpose |
|---|---|
/ |
Marketing landing page |
/sign-in |
Sign in / sign up |
/dashboard |
Signed-in command center |
/sales |
Sales Console hub |
/sales/accounts |
CRM Accounts |
/sales/contacts |
CRM Contacts |
/sales/leads |
CRM Leads |
/sales/deals |
CRM Opportunities |
/sales/activities |
CRM Activities |