Sollo
    Why SolloFeaturesIntegrationsFAQ
    Sign inGet a demo
    For small teams, studios & agencies

    One shared CRM for small teams.

    When work passes between people, the context can't live in one inbox. Sollo turns your team's Google Workspace into a single client system everyone can see — shared pipeline, shared history, no re-explaining who's who.

    Get a demo

    Connects to your Google Workspace. Nothing to install, nothing to migrate.

    Setting up your teamJust now
    We're a four-person studio — everyone owns a few accounts, work gets handed off a lot. Can everyone see the same accounts?
    Yes — I merged all four inboxes into one client list. Every account shows who owns it and where it stands, visible to the whole team.
    Shared pipeline4 seatsHandoffs tracked
    Who hasn't heard from us in 60 days?
    Eleven accounts. I grouped them by owner and drafted a check-in for each — ready for whoever picks them up.
    Describe your team…
    The small-team stack

    The context is in someone's inbox. Just not yours.

    A CRM built for a sales floor is too much; a shared spreadsheet is too little. So the real state of each account lives in whoever's head last touched it — and walks out the door when they're off.

    • A team CRMPriced per seat. Filled in by no one.
    • Shared spreadsheetThe real system of record. Always stale.
    • Booking toolSeparate link per person, no shared view.
    • Group inboxThreads, but no memory of the account.
    • Slack DMsWhere handoffs actually happen, and get lost.

    Sollo replaces it with one shared system that already knows every account — built from the inboxes and calendars your team already has.

    Get a demo
    Not a stack — one customizable system

    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.

    Contacts486 foundfrom your inbox
    MC
    Maya ChenClient · 14 threads
    JP
    James PowellReferrer · 3 intros
    SA
    Sara AdeyemiLead · met Thursday
    TN
    Tomás NerudaClient · 2 open deals
    Pulled from your inbox & calendar — kept current on its own

    Bookings that run themselves.

    Say the offer out loud. Sollo builds the page, the calendar sync and every follow-up — no back-and-forth.

    1Tue 21 Jul
    2Time
    3Confirm
    Review & confirm
    Currently scheduledChange
    Tue 21 Jul · 09:45–11:15
    Awith Aleks
    ServicesGTM Strategy Session · Online Consultation
    Duration1 h 30 min

    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.

    March 20263 calendars synced
    MoTuWeThFrSaSu
    1
    2
    3
    4
    5
    6
    7
    8
    9
    10
    11
    12
    13
    14
    15
    16
    17
    18
    19
    20
    21
    22
    23
    24
    25
    26
    27
    28
    29
    30
    31
    FreeBusy elsewhereNo double-booking

    Email that knows your clients.

    Campaigns pull straight from your CRM — no exports, no list that went stale the day you built it.

    New campaignDraftMCJPSATN+38
    Segment · Workshop attendees42 people
    SubjectFollowing up on last week's workshop
    Hi Maya,Thanks for coming to the workshop — here's the resource I promised, plus a link if you'd like to go deeper on your GTM rollout.Book a follow-up →
    Personalized for all 42Review drafts

    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.

    Inbox4 channelsone place
    BC
    Billie CortezA few questions before we start…
    Draft readyLive chat
    MC
    Maya ChenCan we move Thursday's session?
    WhatsApp
    WS
    Workshop signupNew form submission
    Form
    RN
    Raj NairLoved the latest update!
    Community
    Chat, WhatsApp, forms & community — each reply drafted for you

    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.

    Weekly sales reportFri · 9:00am
    Revenue$8,240↑ 12%
    Bookings14↑ 3
    New leads31↑ 9
    Delivered to your inbox — every Friday at 9am, on its own

    Whole workflows on autopilot.

    When it's earned your trust, hand over entire routines — not just tasks. You set exactly how far it goes.

    Autonomy3 workflows
    New enquiriesSollo replies on its own
    Follow-upsSollo drafts, you send
    InvoicesYou handle it

    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.

    AI assistantSollo connected
    Who haven't I followed up with this week?
    From your Sollo CRM — three clients are overdue:
    Maya Chen18 days
    James Powell12 days
    Sara Adeyemi9 days
    Draft a nudge for each →
    Works in Claude, ChatGPT & any MCP client — no new tab
    Not a stack — one customizable system

    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.

    Contacts486 foundfrom your inbox
    MC
    Maya ChenClient · 14 threads
    JP
    James PowellReferrer · 3 intros
    SA
    Sara AdeyemiLead · met Thursday
    TN
    Tomás NerudaClient · 2 open deals
    Pulled from your inbox & calendar — kept current on its own
    Built for a handful of people

    Shared context, without a rollout.

    Sollo is sized for the awkward middle — too many people for a spreadsheet, too few for a CRM project.

    • One pipeline everyone seesEvery account shows its owner, its history and what's open — so a handoff is a glance, not a meeting.
    • History survives the handoffWhen work moves between people, the full thread and context move with it. Nothing lives only in one head.
    • Roles and boundaries you setWho can see what, and how far Sollo can act on each account, is a dial you control per person.
    • Grows without re-platformingStart at three, add a fifth next quarter — same Sollo, same data, no per-seat surprise.
    Your data is your 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.
    Fair questions

    The honest answers, for teams.

    • Do we have to run a migration to roll this out?

      No. Sollo runs on top of the Google Workspace your team already uses — connecting it is the whole rollout. Nobody faces an empty database or a blank-slate week.

    • Can everyone see the same client history?

      Yes — that's the core of it. Every account carries its full history, visible to whoever it's handed to, so context stops living in one person's inbox.

    • How does pricing work as we add people?

      It grows with you without a per-seat surprise. Add a teammate next quarter or a team next year on the same Sollo, with the same data.

    • Who controls what each person can see or do?

      You do. Roles set who sees which accounts, and every workflow has an autonomy dial that decides how far Sollo can act before a human signs off.

    Ready when you are

    One team, one client memory.

    Connect your team's Google Workspace and watch a shared pipeline build itself — owners, history and follow-ups, visible to everyone before your next standup.

    Get a demo
    More ways to use Sollo
    • For consultantsA CRM that fills itself from your inbox.
    • For freelancersYour back office, minus the back office.
    • Zero-input CRMThe CRM you never have to update.
    • Email marketingCampaigns that pull from your CRM, not a stale list.
    • Work managementTrackers, forms and boards, built from a sentence.
    • BookingsPaid bookings, synced to your calendar.
    • AutomationsTrigger-and-action rules that run on your records.
    • RoutinesStanding orders the agent runs on a schedule.
    • InboxEvery conversation in one inbox, replies drafted.
    • AI supportSupport that answers from your own docs.
    • Landing pagesLanding pages, built from a sentence — and hosted.
    Sollo
    © 2026 Sollo
    PrivacyTerms