SalesFlo — The AI Sales Workspace for Reps Who Actually Sell

↳

Product at a glance

Three screens your reps will live in — Command Center to start the day, Action Queue to pick the next move, and Tasks to keep every follow-up honest.

SalesFlo Command Center — daily cockpit — 01
**Command Center**Daily brief · Gary's Take · Recent activity

SalesFlo Action Queue — prioritized follow-ups — 02
**Action Queue**Hot accounts · New orders · Missed follow-ups

SalesFlo Tasks — priority follow-ups — 03
**Tasks**Priority follow-ups · Escalations · All work

Start Every Day Knowing What Matters

The Command Center is the daily cockpit every rep opens first.

01 — Command Center

SalesFlo brings tasks, account activity, orders, AI guidance, and key performance signals into one daily command center—giving every rep a clear starting point without another dashboard to decipher.

AI daily brief surfaces overdue tasks, open tasks, and active accounts in 30 seconds
Gary's Take delivers manager-level coaching on what to push today
Live activity stream shows every outbound call, order, and signal that happened yesterday
Big-number performance strip (Revenue MTD, Orders MTD, Calls Today, Emails Today) keeps the pulse on

02 — Action Queue

Turn Priorities Into Action

The Action Queue surfaces the accounts and follow-ups that need attention now—from new signups and orders to hot accounts, missed follow-ups, and escalations—so reps spend less time deciding what to do next.

Filter by New Signups, New Orders, Hot Accounts, Missed Follow-Ups, Escalations, or Declining
"My Queue Only" toggles to show just the rep's work, not the team's
Each item shows the rep, stage, priority, and last touchpoint at a glance
One-click resolution so closing a follow-up takes seconds, not minutes

PRIORITY

03 — Tasks

Follow Up Without the Busywork

Keep every follow-up organized with priority views, escalations, account context, activity signals, and status tracking. SalesFlo helps reps stay on top of their work without maintaining a separate to-do system.

Priority Follow-Ups, All Tasks, Escalations, and Current Accounts tabs inside one view
Each task inline-displays the account, age, hot/regular signal, and assigned rep
Built-in search and filtering replace the sticky-note and spreadsheet habit
Tasks auto-attach to the account story so context is never lost

04 — Accounts & Leads

Customer baskets built around your sales framework

Group every account into a stage-based basket — All Active, Never Attempted, Attempted, Connected, Engaged, Customers, or Bad/Dead — so reps open one screen and see exactly which work belongs in which bucket of the sales framework. Tasks, orders, rep ownership, and last-touch recency live on the same row.

Seven sales-framework baskets: All Active → Never Attempted → Attempted → Connected → Engaged / Working → Customers → Bad / Dead
Signals column shows task count (yellow), order count (green), and 🔥 Hot badges inline per row
Rep + Last Touch columns surface voicemail, attempt outcome, and timestamp so ownership and recency are obvious
Filters + '+ New Account' keep pipeline mechanics one click away from the list

05 — Account Workspace & Gary's Take

The account page, powered by Gary — AI-driven quick actions before engagement

Open any account and Gary reads the signals first — surfacing the next move, flagging missing info as a risk, and guiding the rep through the Four P's sales process before the first call. Filter chips on top, Account Snapshot on the side, and Account Story underneath mean pre-engagement prep lives on one screen.

Filter chips at the top — Active, Never Contacted, Never Ordered, No Orders, SINQ N/A, Not Hot — segment the workspace the rep is prepping
Gary's Take panel: a Next Move card with recommended action, a Risk flag for missing info, plus Ask Gary for fast coaching
The 4 P's checklist (P1 Practice → P2-P3 Preferences & Pricing → P4 Proposal / Platform) gates progress before engagement
Account Snapshot sidebar shows Office Address, Contacts, Assigned Rep, Stage, Last Order, Revenue, and Reorder Window in one card

GARY'S TAKE SalesFlo Account Workspace with Gary's Take

Gary — Your Embedded AI Sales Assistant

Customizable for every business use case

06 — Gary AI Assistant

Ask Gary — products, objections, performance, workflow

Click Gary anywhere in SalesFlo and the chat panel slides open. The greeting in the panel says it all: “Ask me about products, objection handling, call coaching, or draft an email.” Because Gary is customizable per business, the prompts, knowledge, and tone adapt to the way your team sells.

Product questions — pull answers from your own catalog, dosage, spec, and policy knowledge base
Objection handling — get a tailored rebuttal for the exact resistance a prospect just raised
Call coaching — replay Gary’s framing guidance for discovery, demo, and close moves
Workflow & performance — draft an email, summarize a call, review weekly numbers, or run any custom workflow you enable
Customizable per business — prompts, scopes, and integrations are tuned to the way your team sells, not a one-size-fits-all bot

GARY AI

07 — Account Story

Every touchpoint, in chronological order — one timeline per account

This replaces account story. Every interaction with the account — from first voicemail to most recent order — lives on a single chronological timeline, grouped by activity type and pinned with the most urgent follow-up so nothing slips through the cracks.

Filter chips at the top with live counts: Calls (1), Orders (2), Voicemails (1), plus Emails, Texts, Meetings, Other, Proposals, Notes, and Tasks
Pinned open-task banner shows New order follow-up — Harbor · No due date · Rep 1 with a green completion check, floating above the timeline until it’s done
Vertical timeline uses dated markers (Aug 11, Aug 9, Jul 22) so reps scroll the relationship by date, not by list order
Each entry shows the action, the outcome, and the exact time — Outbound call · (727) 385-3322 — LEFT VOICEMAIL 9:47 AM, Order placed — $256.00 8:00 PM, Order placed — $191.00 8:00 PM
“+ Add” button in the header lets a rep log a touchpoint in one click without leaving the page

Team Performance — Built for Sales Leaders

Goals, activity, and compliance on one screen

08 — Team Performance

Goals, activity, and compliance — on one screen

The Team Performance dashboard gives sales leaders live visibility into rep activity, goals, connection rates, new accounts, and revenue — no spreadsheets, no end-of-week scramble to assemble a report. The header sits on a This Month scope, with tabs to switch between views in a click.

Tabbed view: Overview (active by default), Activity, and Compliance (BETA) — all three views share the same rep table so leaders do not lose context
Per-rep columns: REP, STATUS, CALLS / GOAL, CONNECT %, NEW ACCOUNTS, REVENUE / GOAL
Goal Not Set status badge + hashed empty progress bars under CALLS / GOAL and REVENUE / GOAL — visual cues push leaders to formalize targets without nagging
Connect %, New Accounts, and revenue columns become clickable drilldowns for one-on-one prep and coaching

LEADER VIEW SalesFlo Team Performance dashboard

⚡ Founding-customer pricing during beta

Simple, transparent pricing. Billed monthly.

Per-seat pricing for every plan. Starter is flat for small teams, Growth and Enterprise scale per seat. Need a hand choosing? Book a demo and we'll scope the right plan for your team size and motion.

Starter

$200/ month

1–5 seats · billed per organization

Everything a small rep team needs to start working out of one command center.

Command Center & Action Queue
Tasks, Accounts & Leads pipeline
Account Workspace + Story timeline
Gmail connect (30-second setup)
Email & in-app support

Start with Starter

Stop guessing what to do next.

Plug SalesFlo into your Gmail in 30 seconds. Give every rep a daily command center, an action queue that prioritizes itself, and an AI assistant who knows their accounts.

No credit card · Cancel any time · 30-second Gmail connect