Automations that run on your own data.
Pick a trigger — a record changes status, a form comes in, a field is updated — and pick what happens: an email, a Slack post, a new record, a nudge to the AI. It fires on your real data, the moment the event does.
The handoffs nobody owns.
A deal is won and someone should email onboarding. A form lands and someone should log it and ping the team. Small, repetitive, easy to forget — or handed to Zapier, which bills per task to shuttle copies of your data between apps that don't talk.
Sollo's automations fire inside the system that already holds the record — the trigger is a real event in your data, the action touches the same record. Nothing to sync.
Get a demoA CRM that fills itself.
Connect your inbox and the contacts are already there — clients, leads and referrers, with every past conversation attached. No import, no data entry — and it never goes stale.
Bookings that run themselves.
Say the offer out loud. Sollo builds the page, the calendar sync and every follow-up — no back-and-forth.
Never double-booked.
Sollo checks the calendars you connect — your work and personal ones — so a slot is only offered when you're genuinely free. No clashes, no manual blocking.
Email that knows your clients.
Campaigns pull straight from your CRM — no exports, no list that went stale the day you built it.
One inbox, replies drafted.
Website chat, WhatsApp, form submissions and your community land in one inbox — each with a reply Sollo drafted from who's writing, ready for you to send.
Reports that send themselves.
“Send me a weekly sales report, Fridays at 9am.” Say it once and it arrives on schedule — pulled from your live data, no dashboard to open.
Whole workflows on autopilot.
When it's earned your trust, hand over entire routines — not just tasks. You set exactly how far it goes.
Reach it from Claude or ChatGPT.
Sollo speaks MCP — so your CRM, bookings and clients are one message away inside Claude, ChatGPT, or wherever you already work. No new tab, no copy-paste.
A CRM that fills itself.
Connect your inbox and the contacts are already there — clients, leads and referrers, with every past conversation attached. No import, no data entry — and it never goes stale.
When this happens, do that.
Three things can set an automation off, and it acts across the accounts already in your Sollo.
- On a status change“When a deal moves to Won,” “when a ticket hits Resolved” — the rule fires the moment a record changes stage.
- On a new form or updateA submission lands, or a field you're watching changes — that's a trigger too.
- Into a real actionEmail, a Slack post, a new record in another list, a row in Google Sheets — or hand it to the AI to write and decide.
- As far as you allowAnything that emails a customer is created as a draft for your review. Internal steps can run on their own.
Your contacts are not our product.
The relationships in your inbox took years to build. Sollo works on top of them — never takes them.
- It stays in your workspaceYour contacts and history live in your own workspace — never pooled, shared or sold.
- We never train AI on your dataYour emails and contacts never train models — ours or anyone else's.
- You set the boundariesEvery workflow has an autonomy dial. Sollo acts as far as you allow — the rest comes to you first.
- Yours to export or deleteNo lock-in. Export everything any time, or delete it for good.
The honest answers on automations.
Is it a builder, or do I just describe it?
Both. Pick a trigger and an action in the Workflows tab, or describe the rule to Sollo and it drafts the automation for you to confirm.
What can set an automation off?
A record changing status, a new form submission, or a record being updated. Automations are event-driven — for anything on a schedule, that's Routines.
What can it do when it fires?
Send an email, post to Slack, create a record, add a row to Google Sheets, call a webhook, or pass the data to the AI to handle — over the accounts already connected to your Sollo.
Will it email customers before I see it?
No. Any automation that emails the record's own contact is created as a draft, so you review it before it sends. You switch it live when you're ready.
Set the trigger. Sollo takes it from there.
Pick what happens when a record changes — an email, a Slack post, a new record — and Sollo runs it on your real data, as far as you allow.
Get a demo