Quikly for Pipeline & CRM
Query your pipeline, update deals, and log activities from Slack. Stop context-switching to Salesforce.
@Quikly what is my pipeline for this quarter?
I've completed the workflow. Check the linked tools for details.
For teams who need this solved.
AEs spend hours updating Salesforce instead of selling.
Pipeline questions require logging into dashboards.
Deal stages get stale because updating is painful.
Quikly's solution: Quikly lets sales teams query pipeline, log activities, and create follow-ups, all from the deal channels where work already happens.
Key workflows
Query pipeline from Slack
Get instant pipeline summaries, deal statuses, and forecasts without opening Salesforce.
Update deal stages
Move deals through your pipeline without leaving Slack.
Log activities
Record calls, meetings, and notes directly to CRM records.
Get deal insights
Instantly see deal history, stakeholders, and next steps.
End-to-end example
AE finishes a discovery call.
The call went well but updating Salesforce feels like a chore.
AE tags @Quikly in their deal channel.
"@Quikly log a discovery call with Acme and move the deal to Discovery stage."
CRM updated instantly.
Quikly logs the activity and updates the opportunity stage in Salesforce.
What teams get with Quikly
Less time in Salesforce, more time selling.
Pipeline visibility without dashboard hopping.
Deal data stays fresh because updating is easy.
Ready to streamline your pipeline & crm workflows?
Get early access and set up your first workflow in minutes.
Apply for early access