Managing Customer Relationships in Slack is Now as Easy as a Conversation

What if managing your customers was as simple as having a conversation?

Small businesses move fast. But when customer details stay trapped in email threads, spreadsheets, and separate apps, opportunities slip through the cracks. Slack CRM brings your people, conversations, customer data and AI into one place: Slack. Now you can add contacts, update deals, and log calls all without learning a new tool or opening a single spreadsheet.

And the best part? Slackbot, your personal AI agent for work, handles the heavy lifting. Just ask it to help research accounts, prepare for meetings, or draft follow-ups in seconds. Slackbot takes care of the busywork and keeps your data current so your team can focus on building relationships.

What you can do with customer management in Slack:

– Add and manage contacts, accounts, and deals directly in Slack
– Track and update your pipeline without leaving the conversation
– Log calls and sync emails and calendar events automatically
– Get instant AI-powered summaries of past interactions before every meeting
– Let Slackbot research accounts, draft follow-ups, and handle busywork on your behalf

Join us for a live demo of Slack CRM and hear directly from customers how they are using customer management in Slack to transform their business.

Things you’ll learn:

• Why small businesses need a conversational approach to customer management and how Slack CRM is designed for the way small teams work today: fast, flexible, and intelligent
• How customer management in Slack keeps your team in the flow of work, managing contacts, deals, and cases right where they already collaborate every day
• How Slackbot, your personal AI agent for work, does the heavy lifting so your team can focus on building stronger customer relationships instead of busywork
• See Slack CRM in action, discover how our customers are using it to transform their customer relationships