• AndrewCEO
  • MartyAccount executive
  • ScottAI sales manager
  • AmandaAI SDR
  • JessicaAI support

One roster. Two of them are human.

Your sales team, humans and AI agents.

Deploy agents that answer WhatsApp, email and the phone, beside your reps or on their own. Same inbox, same pipeline, same customer history.

Free trial · No card required

Sales$heets

is the workspace where your people and your AI agents work the same accounts, in the same inbox, across WhatsApp, email and the phone, with one CRM underneath giving both of them the same memory.

Tap the orb to talk, or write to it

The math

The agent costs $149 a month and it never clocks out

That is the whole workspace, not a seat. Your entire team goes in for the same price, and so does an agent that answers WhatsApp, email and the phone.

One more rep Pro · $149 USD a month
Hours it covers a week 45 168
Where it answers Whatever they happen to have open WhatsApp, email, phone, Instagram, Messenger and your own site
Adding the rest of the team Another salary each Included, access for your team and your AI agents is unlimited
Ready to sell After weeks of ramp-up The day you load your prices

This is not an argument for a smaller team. It is an argument about the hours nobody was ever going to cover: 45.6% of the messages our customers received in the last six months arrived outside Monday to Friday, 9 to 6, and 28% of them after six in the evening. 35,418 messages, 23 February to 21 August 2026.

Why we exist

Right now you have to choose: inbox or CRM

Teams that sell on WhatsApp end up paying for two tools and copying data from one into the other.

The WhatsApp tools

Kommo · Whaticket · Leadsales · ManyChat

  • Built around the inbox, and that part they do well.
  • They do not dial a phone from the same tool.
  • Their AI answers messages, but it does not move the pipeline or quote.

The CRMs you already know

HubSpot · Salesforce · Pipedrive

  • Excellent products, with years of road behind them.
  • WhatsApp arrived later, as an add-on.
  • They charge per seat, so growing the team costs more.

SalesSheets

What we do differently

  • WhatsApp built in from day one, not bolted on afterwards.
  • Agents that answer, qualify, dial and quote.
  • Priced per workspace, so the whole team is already in the plan.
Three ways to run it

Hand over exactly as much as you trust it with

Same inbox, same pipeline, same customer history. What changes is who writes the reply.

01

Your team alone

Nothing is automated yet, and the CRM already pays for itself. Every channel lands in one inbox, the contact and the deal come out of the conversation, and the pipeline is current because nobody had to make it current.

02

Your team, with agents

The agent drafts, your rep sends. It writes inside the same conversation, in your customer's language, with your prices and your business loaded, and it gets out of the way the moment a person shows up.

03

The agents alone

Give a channel to an agent and let it run. It answers at two in the morning, qualifies, quotes, books the meeting, and your rep opens on Monday to a deal that is already warm.

The lead reaches the right rep, in seconds

Automatic routing

  • One rotation for the whole team, or a different route per channel.
  • WhatsApp, Instagram, Messenger, Meta forms and your own site.
  • You can pause someone without losing their place in the rotation.

It does not sound like a robot. It sounds like you.

Voice DNA

  • It reads your sent mail and learns your tone: how formal you are, how you sign off, which words you reach for.
  • Then it drafts in your name, and you change whatever you want.
  • Give it style rules and it keeps them.
The product

This is the screen, not a drawing of it

Three shots of SalesSheets running. The interface is exactly what you get; the names, emails and numbers in the rows are invented.

SalesSheets home: an orb and a field that asks what you want done, with the day's meetings and tasks underneath.
1

You open it and it asks what you need

No dashboard with a chatbot parked in the corner. The first thing on screen is a field where you tell the team what to do. The CRM is underneath, holding it up.

A contact record in SalesSheets: a recorded call with its AI summary and a WhatsApp conversation on the same timeline, with the company and the deal linked beside it.
2

Every channel lands on one timeline

WhatsApp, calls, email and notes in a single thread per customer, with a button that has the AI summarise it. No agent answers well without this: the CRM is not a separate product, it is the agent's memory.

The SalesSheets contacts grid: thousands of rows with email, phone, company and lead status.
3

And it behaves like a spreadsheet at real volume

Thousands of rows, sorted and filtered the way your team already works. The bar at the bottom is the same one everywhere in the product: you can ask it instead of filtering.

Building an agent

Describe it the way you would describe it to a new hire

There are no flow charts to assemble. You write what your business does, the way you would explain it to someone starting on Monday, and SalesSheets drafts the instructions, the questions it should ask and how it opens the conversation. Then you change whatever you want.

We sell apartments in Guadalajara and handle buyers over WhatsApp…
Identity
Name, tone and the instructions it follows
Behaviour
What it asks, what it never says, when it hands off
Channels
WhatsApp, site chat and calls

Yes, it is also a whole CRM

Moving to a tool that does half the job leaves you running two tools.

Unified inbox

WhatsApp, Instagram, Messenger and email in one place, with the history attached to the contact.

Pipelines and reports

Your own stages, a board, a forecast, and reports that send themselves every week.

Dialer and recordings

Call from the browser. The call is recorded, transcribed, and stays on the contact.

Email and calendar

Gmail and Outlook properly synced, with the day's meetings on the home screen.

Quotes

Build the quote, send it as a link, and the pipeline moves when they open it.

Meta lead ads

Facebook and Instagram forms come straight in, with no CSVs to paste by hand.

Automations

If this happens, do that. Without three screens of flow chart.

Mobile that holds up

Your reps sell out on the street. The CRM has to fit under a thumb.

API and MCP

Wire it to what you already run — or let your own Claude or ChatGPT read the CRM.

Who has already moved

Companies that already switched

Two full operations, working every day.

left Pipedrive

Grupo Endor

Their CRM was tidy, but WhatsApp lived somewhere else — and WhatsApp was where the selling happened.

Lead routing live
leaving HubSpot

TuDashboard

On their way out of HubSpot. The migration runs this month, with the Spanish field mapping already solved.

Migrating
The cost of switching

We do the move

What really keeps you stuck in your current CRM is not the product, it is the work of switching. We bring across contacts, companies, deals, notes and your WhatsApp conversations, and the AI works out what your columns mean, whatever you called them.

HubSpotPipedriveKommoCopperCSV / Excel
It works out that “Client name”, “Cell” and “Deal stage” are fields it already has.
Pricing

Per workspace, not per seat

Charging per user punishes the exact thing you want to happen: the whole team logging in and using it. Here users are unlimited, and the usage is in the box.

Starter

$49USD / mo · per workspace

Billed annually · $588 USD / year

For a team coming off a WhatsApp tool: one team, one line, and finally out of the spreadsheets.

  • Unlimited users
  • 1 WhatsApp number
  • 3 email connections (Outlook or Gmail)
  • Unified inbox: WhatsApp + email
  • Full CRM, pipelines, tasks and mobile · 10,000 contacts
  • 200 AI credits/mo · 25 data credits
  • 5 active automations
  • No social channels, no campaigns, no agents, no calling
Get started
The volume plan

Pro

$149USD / mo · per workspace

Billed annually · $1,788 USD / year

For the team already living in WhatsApp: campaigns, an AI agent and the dialer.

  • Unlimited users
  • 2 WhatsApp numbers
  • 5 email connections (Outlook or Gmail)
  • 1 Facebook Page · 1 Instagram
  • Broadcast campaigns (Meta rates at cost)
  • 1 chat agent · 500 conversations/mo
  • Dialer + 300 call minutes, shared
  • 1,000 AI credits · 100 data credits/mo
  • Unlimited automations · scheduled reports · API + MCP
  • 100,000 contacts
Get started

Ultra

$399USD / mo · per workspace

Billed annually · $4,788 USD / year

For the operation running several lines, AI voice and real volume.

  • Unlimited users
  • 4 WhatsApp numbers
  • 10 email connections (Outlook or Gmail)
  • 2 Facebook Pages · 1 Instagram
  • 3 agents incl. a voice agent · 300 voice min/mo
  • 1,000 agent conversations/mo
  • 1,000 call minutes · unlimited AI copilot (fair use)
  • 300 data credits/mo · 1M contacts
  • Advanced permissions, audit log and priority support
Get started

No plan charges per user: put the whole team in without changing what you pay. Prices are shown monthly so they are easy to compare, but licenses are annual and billed for twelve months. Every plan comes with a free trial, and no card to start it.

Who is on the other side of this
Andres Muguira, founder of SalesSheets

Andres Muguira

Founder · Mérida, Mexico

For twelve years I ran QuestionPro's business across Latin America. I grew it from under $200K to $7.7M a year in gross bookings, $32M sold in total, hiring and running the sales team myself. Along the way I bought CRMs and rolled them out to my own reps, and watched them die one after another because the data entry never happened. When Salesforce relaunched SalesforceIQ they put me in their group of about twenty power users.

It was never laziness. My reps were selling, and typing in data is work that does not sell, so it always waited until later and later never came.

SalesSheets is what I wish I could have bought back then. I built it myself, with AI-assisted development.

12 yearsrunning GTM in Latin America
$200K → $7.7Mthe business I ran
$32Msold in total
15 monthsbuilding it at night

Get your CRM answering this week

Connect your WhatsApp and your email, bring your contacts across, and try it on your own customers.

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