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Tools · Troops.ai

Troops.ai

Revenue automation platform that brings CRM workflows into Slack and Teams.

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Sales EngagementRevOpsSales Tools
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Overview

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.

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.

Fit

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.

  • Mid-market
  • Enterprise

Capabilities

Key features.

01

Bi-directional CRM sync with Salesforce and HubSpot

02

Automated deal alerts and pipeline notifications

03

Inline opportunity updates from Slack and Teams

04

Custom workflow builder for revenue processes

05

Real-time leaderboards and performance reporting

06

Follow-up reminders and task acknowledgments

07

Shared channel visibility for managers

08

Activity logging without leaving chat tools

Usage

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.

Cost

Pricing.

Pricing not publicly listed.

At a glance

Quick facts.

Stack position
Sales Engagement
Category
RevOps, Sales Tools
Best for
Mid-market, Enterprise
Pricing
Pricing not publicly listed.

Subcategories

  • CRM Integration
  • Revenue Automation

Pick the tool. We run the system around it.

Troops.ai is one part of a stack. Phi builds and operates the revenue system the whole stack plugs into.