What is Conversational CRM (Explained in 60 Seconds) | Slack

A conversational CRM connects your customer data, conversations, and AI so teams can manage relationships right where work already happens.

Ready to find out what Slack CRM can do for your team?
👉 Visit Slack to learn more: https://slack.com/crm/

The Problem: Scattered Customer Data
Most teams don't work inside a traditional CRM—they're talking in chats, emails, and meetings instead. Customer information ends up scattered everywhere, making it harder to see the full picture.

The Solution: Conversational CRM
A conversational CRM like Slack CRM brings that missing context into your daily workspace. It connects customer data, team conversations, and AI in one place so your sales workflow stays aligned without leaving Slack.

Key features include:
🤖 Automated CRM admin: Let Slackbot update records, prep for meetings, and trigger follow-ups without switching tools.
📈 Sales Tracker: View leads, deal stages, and pipeline progress right inside your workspace.
🔗 Unified integrations: Feed updates from Salesforce, spreadsheets, and other apps directly into the same shared workspace.
Already on Slack? You’re ready to go. Stop managing your tools and start managing your customer relationships where you already work.

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Timestamps:

0:00 - What is Conversational CRM?

0:14 - The "Filing Cabinet" Problem

0:34 - How Slack CRM Works

0:42 - Automated Admin & Pipeline Tracking

0:54 - App Integrations (Salesforce & Spreadsheets)

1:03 - How to Get Started