What is SalesKey?
Getting Started
•Apr 10, 2026SalesKey is a cloud-based CRM (Customer Relationship Management) and business operations platform designed to help sales teams, project managers, and service businesses manage their work in one place.
What You Can Do with SalesKey
- Manage Contacts — Store and organize all your customers, prospects, and partners (people and companies) in one searchable database.
- Track Leads — Capture and nurture potential opportunities before they become active deals.
- Manage Deals — Move opportunities through your sales pipeline from first contact to closed sale.
- Run Projects — Manage deliverables and work items on visual kanban boards with tasks and timelines.
- Log Activities — Record calls, meetings, emails, and tasks linked to your contacts, deals, and projects.
- Use the Inbox — Send and receive emails directly inside SalesKey, linked automatically to your CRM records.
- Track Time — Log billable and non-billable hours using the built-in timer or manual timesheet entries.
- Automate Work — Build workflows that automatically update records, send notifications, and trigger actions.
- Analyze Performance — View dashboards and reports to understand your pipeline, revenue, and team activity.
Who is SalesKey For?
SalesKey is built for:
- Sales Representatives who need to manage their pipeline and stay on top of follow-ups.
- Sales Managers who want visibility into team performance and deal progression.
- Account Managers who manage ongoing client relationships and projects.
- Operations Teams who coordinate projects, track time, and bill clients.
Key Concepts
| Term | What It Means |
|---|---|
| Lead | A potential opportunity early in your sales process — not yet a confirmed deal |
| Deal | An active sales opportunity moving through your pipeline |
| Pipeline | A series of stages a deal moves through (e.g., Proposal → Negotiation → Closed) |
| Activity | Any interaction or task — calls, meetings, emails, notes |
| Organization | A company or business in your contact database |
| Person | An individual contact in your database |
| Project | A piece of work or deliverable, often linked to a deal or client |
| Workflow | An automated sequence of actions triggered by events in the system |
| Tenant | Your organization's isolated SalesKey environment |
Next Steps
- How to Register — Create your SalesKey account
- Logging In — Sign in to your account
- Navigation Overview — Learn your way around the app
- Account Setup — Configure your company settings
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