What is Troops.ai
Troops.ai is a revenue automation platform that integrates with messaging tools like Slack and Microsoft Teams. It surfaces CRM data and workflows directly where sales teams communicate. The platform aims to reduce manual CRM work and keep reps focused on selling.
Overview
Troops.ai connects CRM systems such as Salesforce and HubSpot to collaboration channels, allowing sales teams to interact with customer data without switching tabs. The platform sends automated notifications for deal updates, pipeline changes, and follow-up reminders. Reps can log activities, update opportunities, and acknowledge tasks directly from their chat interface. Managers gain visibility into team performance through real-time reporting surfaced in shared channels. By embedding revenue workflows into existing communication habits, the tool reduces friction in data entry and deal tracking. This approach helps organizations maintain cleaner CRM data and faster response times on critical deals.
How to use Troops.ai
Teams connect their CRM and messaging platform to the tool, then configure automated alerts and workflows based on deal stage changes, upcoming tasks, or custom triggers. Reps interact with notifications and update records directly from Slack or Teams, while managers monitor pipeline activity through channel-based reporting.
Key Features
- Bi-directional CRM sync with Salesforce and HubSpot
- Automated deal alerts and pipeline notifications
- Inline opportunity updates from Slack and Teams
- Custom workflow builder for revenue processes
- Real-time leaderboards and performance reporting
- Follow-up reminders and task acknowledgments
- Shared channel visibility for managers
- Activity logging without leaving chat tools
Ideal Customer Profile
Sales organizations that rely on Slack or Microsoft Teams and want to reduce CRM friction while keeping reps focused on revenue-generating activities.
Best for: Mid-market, Enterprise