Salesformics has left beta and is now open to every business, at $99 per user per month with a 14-day trial and no card. This post explains what is included, what changed during the beta, and how to get value in your first week.
- General availability: CRM, Workflows, Segments, Dashboards and Copilot in one plan
- Beta feedback shaped imports, the GX Box and Workflow templates
- A simple seven-day checklist gets a small team productive fast
Today we are removing the beta label from Salesformics. From now on the product is generally available to any business that wants a CRM and marketing automation tool that is affordable and easy to run without a dedicated administrator.
We built Salesformics because small and medium-sized teams kept telling us the same two things: most marketing automation is priced for large companies, and most CRMs need weeks of configuration before anyone gets value. The beta was about proving that a simpler approach works. Thank you to everyone who tested it, broke it and told us honestly what was wrong.
What is included
There is one plan. Every user gets every feature. We would rather you spend your time selling than comparing tiers.
| Area | What you get |
|---|---|
| Contacts and companies | A clean contact database with tags, notes, activities, tasks and opportunities linked to each record. |
| GX Box | A command bar at the top of every screen. Type what you want, such as "add a contact", "show my open deals" or "import", and it does it. |
| Workflows | Drag-and-drop automations: send emails, assign tasks, change tags or move deals when something happens. |
| Segments | Saved, always-up-to-date groups of contacts built from tags, fields and behaviour. |
| Dashboards | Pipeline, activity and campaign reporting that updates as your team works. |
| Copilot | An assistant that drafts emails, summarises a contact's history and suggests next steps. |
| Connectors | LinkedIn, X (Twitter), Eventbrite, Buffer and popular email tools. |
Full details are on the features page.
What changed since the beta
Beta testers were generous with feedback, and much of what we shipped in the last few months came straight from it. The main changes:
- Better imports. The import wizard now spots likely duplicates, flags invalid email formats and lets you apply a tag to everything in one upload. Bad data was the number one source of frustration in the beta.
- A smarter GX Box. It understands more natural phrasing and suggests commands as you type, so new users do not need to learn a menu structure.
- Workflow templates. Instead of starting from a blank canvas, you can begin with common automations such as new-lead welcome, event follow-up and stalled-deal reminders.
- Copilot with guardrails. Drafts are always shown for review before anything is sent. Nothing goes out in your name without you seeing it.
- Faster Dashboards and clearer reporting by source, so you can see which channels produce real pipeline.
- Data export. You can export all your data at any time. Your customer list is yours.
Pricing
Salesformics costs $99 per user per month. That includes the CRM, marketing automation, Copilot and connectors. There are no setup fees and no compulsory onboarding packages. You can start with a 14-day free trial with no card required, and if it is not right for you, you simply stop.
We think that is fair for a small team. For many businesses it replaces a separate CRM, an email automation tool and a few spreadsheets. See the pricing page for the details.
Your first week: a practical checklist
The teams that got the most out of the beta did not try to set up everything at once. They got a small, working core in place and built from there. Here is the order we recommend.
- Day 1: invite your team and agree tags. Keep the list short: lead source, customer status and interest area cover most needs. Write them down so everyone uses the same words.
- Day 1: import your contacts. Start with active customers and current prospects, not every address you have ever collected. Clean the file first if you can; our guide to improving data quality with free web tools will help.
- Day 2: set up your pipeline stages. Use the stages your team actually works through. Four to six is usually enough.
- Day 3: build two Segments. For example, "open opportunities with no activity in 14 days" and "new leads this month".
- Day 4: switch on one Workflow. A welcome email for new leads or a task reminder for stalled deals. Just one, so you can see it working.
- Day 5: connect one channel. Your email tool, LinkedIn or Eventbrite, whichever brings in the most leads.
- Day 6: open the Dashboard together. Spend fifteen minutes as a team looking at the pipeline. Fix anything that looks wrong.
- Day 7: write down what is missing. Then add the next Workflow or Segment. Small steps compound.
Common first-week mistakes
We watched hundreds of beta accounts get set up. The teams that stalled usually made one of a handful of avoidable mistakes.
- Importing everything at once. Ten years of old contacts, many of them bounced or unsubscribed, makes Segments noisy and can hurt email deliverability. Start with people you have spoken to recently.
- Too many tags. If your tag list is longer than a page, nobody will use it consistently. Merge similar tags and delete ones nobody applies.
- Automating before the process is clear. A Workflow makes a good process faster and a bad one louder. Write the steps on paper first.
- Leaving one person to do it all. A CRM only stays useful when everyone logs their calls and notes. Agree that habit on day one.
None of these needs software to fix. They need a short conversation as a team, and the discipline to keep the first setup small. The rest can grow as you learn what you actually use.
Who Salesformics is for
Salesformics suits businesses with somewhere between one and a few dozen people in sales and marketing, who want to follow up properly with every lead but do not have time to run a complex system. Typical users include agencies, consultancies, B2B service firms, software companies and event-led businesses.
If you are new to the idea of automating marketing, start with our explainer on why marketing automation is for small businesses too. If you need very large data volumes, complex territory rules or deep custom development, a larger enterprise platform may fit better, and we would rather tell you that now.
What comes next
Leaving beta does not mean we are finished. We will keep shipping improvements every few weeks, with event tools, better mobile capture and more connectors high on the list. Your feedback still sets the priorities, so keep it coming through the help menu.
If you have been waiting for the beta label to go, now is a good time to try it. Start your free trial, import a small list and set up your first Workflow this week.
Questions
How much does Salesformics cost now that it is out of beta?
$99 per user per month, with every feature included. There is a 14-day free trial and no card is needed to start.
Will my beta account and data carry over?
Yes. Beta accounts move to the standard plan with all contacts, Workflows and history intact, and you can export your data at any time.
Do I need a consultant to set Salesformics up?
No. Most small teams are working within a week by following the checklist above, and in-product help is available through the GX Box.
