CRM Platform
A score you can explain, kept up to date for you
Points for what a record says and for what has happened lately, added up into an ordinary number field you can sort, filter, report on and start flows from.
Recent counts most
Activity rules count replies, meetings, calls, forms, clicks and opens within a window, up to a limit, and can fade by half every so many days, so last week's reply outweighs one from March.
Just a number field
The score sits on the record like any number: sort a view by it, filter a list on it, report on it, or start a flow when it passes 50.
Why is this 45?
A Why? button beside the score lists the rules that gave it its points. Nobody has to trust a black box.
What's included
- Field rules over the same conditions as lists and flows
- Activity rules: email opened, link clicked, replied, meeting, call, form filled in
- A window, a most-times limit and an optional half-life per rule
- Negative points to take some away
- A suggested set to start from
- Worked out for every record in the background, every few hours and straight away when the rules change
- Read-only on the record: it can't be typed over or imported
- Why? breakdown on the record, and from the assistant
Learn how to set it up
Works with
- MeetingsCalendly-class scheduling built into the CRM: share a link or embed the scheduler on your site, sync Google and Microsoft calendars, and every booking becomes a contact on a timeline — not a row in another tool.
- Custom objectsSolstral's object model is fully flexible: define objects, attributes and relationships that match your business, and every feature — views, imports, campaigns, flows, reports — just works with them.
- Pipelines & dealsCreate a pipeline in one step, drag deals across stages, weight it by per-stage probability, and see forecast numbers that update as the board moves.