The SalesHive platform

SalesHive Platform. Your tools. Working together.

One workspace for outbound and the work around it: calling, email, replies, lists, deal rooms and AI projects that use the apps you already run. Run it with your own team, or have a SalesHive SDR team run outbound on it.

Our SDR teams run managed outreach on SalesHive, including a fleet software program with 564 meetings booked. See the result

Available actions depend on your workspace, connections and permissions.

Published client result / A managed program

Built where the work happens.

Our SDRs use SalesHive to run managed cold calling and email outreach. That experience informs the tools we build and the workflows we help teams implement.

Meetings booked for a fleet software company
564

October 2023 to October 6, 2026. A managed program run on the SalesHive platform.

Read the fleet software case study
Meetings with fleet leaders
84%

472 bookings with the people who use or choose fleet software.

Different companies met
560

For a software team with fewer than 20 employees.

Recorded bookings, not attendance or closed revenue. A managed-service result, not a standalone software result or guarantee.

Meet SalesHive
01 / Fit, cost and commitment

Your team, our team, or both.

Choose how much work you want to own. Platform access, implementation and a managed outbound program are different scopes.

Your team runs the work

Platform and projects

Run your own campaigns and projects with supported app connections. Platform programs run by your team are quoted on a call. Expert implementation can help scope and set up one workflow; scope and any cost are confirmed before work starts.

Self-serve workspaces are priced per seat and include email campaigns, contacts, deals and booking links. Calling is not included in self-serve plans.

Explore the live demo
Know what you are approving.

For managed outreach, you review the team, Playbook and messaging before launch and billing. After launch, month-to-month cancellation requires written notice; outreach and billing end at the end of the next billing month. Annual plans carry a longer commitment. Confirm the terms for your selected scope.

02 / The tools

Start with the work you need to do.

From the next call to the next client meeting, explore the capabilities that support your team. Choose an area to see how it works and what it needs.

Keep the tools that work for you.

Start with your current CRM and one useful workflow. Confirm the connections, record mapping and permitted actions before moving more work.

Book a call about your workflow

03 / A useful first project

Give a recurring task a clear brief.

Choose a sales, marketing, or operations example. Add your context, connect the right accounts, and review the first result.

Choose a first project

Walk into the call prepared

Bring
The account, meeting date, CRM history and previous meeting notes.
Review
Check the account facts and open questions against the original notes.
Read the project brief

Prepare a brief for my next sales call using the account history and meeting notes I provide or connect. Include the previous discussion, agreed next steps, open questions and three useful questions for this call. Cite the sources for account facts. Flag missing or conflicting information. Keep the brief in this chat for my review; do not contact anyone or change CRM records.

Turn customer questions into content

Bring
An approved, anonymized list of customer questions, your audience and product facts.
Review
Check that the ideas answer real questions and every product claim has support.
Read the project brief

Use the approved customer questions, audience description and product facts I provide to suggest three useful content ideas. For each, include the question it answers, a working headline, a short outline and the source facts it needs. Recommend one to draft first and explain why. Do not include customer names or invent statistics, quotes or capabilities. Keep the ideas in this chat for review; do not publish or send anything.

Know what needs attention this week

Bring
The reporting dates and approved task updates or connected project records.
Review
Verify dates, owners and blockers. Separate confirmed status from suggestions.
Read the project brief

Prepare a weekly work summary from the task updates or connected records I provide, for the reporting dates I specify. Group the work into completed, upcoming and blocked. Include the owner and due date only when recorded, and link to the source where available. Flag missing updates and conflicting dates. Suggest the three next actions that need attention, separately from the recorded facts. Keep the summary in this chat for my review; do not change tasks or message anyone.

Example briefs to adapt. Confirm workspace access and required tools before running. Review one result before scheduling recurring work.

04 / Projects and agents

A conversation that leads to work.

Projects use the tools and accounts available to them. You set the goal, inspect the work, and refine it in the same conversation.

  • Bring the context

    Define a useful result.

    Bring the records, documents, and instructions that define a useful result.

  • Choose the connections

    Set what the work can use.

    Choose the accounts and permitted actions the work needs.

    Explore app connections
  • Keep visibility

    Review every run.

    Review the conversation and results. Scheduled Projects keep a chat for each run.

    Explore projects and agents

A connected app is not permission for every action. Review access, supported tools and approval settings for the workflow you want to run.

05 / Getting started

One useful workflow. Then the next.

Keep the systems that work for you. Our engineers can help scope the connections and implement a workflow.

  1. 01

    Choose one useful result

    Start with a recurring task your team can review.

    More about choose one useful result

    A sales-call brief, a pipeline summary, or a draft content plan gives you a concrete starting point. Define what a good result looks like before you automate the work.

  2. 02

    Connect the right accounts

    Give the project the context and tools it needs.

    More about connect the right accounts

    Check the available app connections, connect your accounts, and choose the permitted actions. Supported tools and triggers vary by app and workspace access.

  3. 03

    Review the first result

    Run the project, inspect its work, and refine the instructions.

    More about review the first result

    Check the facts, sources, and next steps against your expectations. Keep the first workflow small enough to verify before making it recurring.

  4. 04

    Make useful work repeatable

    Use a schedule or a supported event when the workflow is ready.

    More about make useful work repeatable

    Scheduled Projects create a chat for each run so you can review the work. Ask SalesHive for help with setup, connections, and implementation when you need it.

Set the scope before the schedule.

Bring the task, source records and a clear example of a good result. We will confirm workspace access, available tools and setup requirements for your use case.

Explore expert implementation
Questions / Answers

SalesHive Platform FAQs

Keep your current systems, understand the permissions, and choose the workflow before you expand.

What is the SalesHive Platform?
SalesHive brings AI projects, connected apps, and sales tools into one workspace. Give a project a goal and context, use the tools available to your account, and review the work in its conversation. The platform also supports our managed cold calling and email outreach services.
Do I have to replace my CRM?
No. Start with the systems your team already uses. SalesHive has its own contacts, deals, and meeting tools, plus supported CRM integrations and app connections. Review the records, fields, and actions your workflow needs before deciding whether to move any part of it.
What happens to my existing contacts and lists?
You can import contacts and lists by CSV. Supported CRM integrations provide another route for configured records and fields. Confirm the mapping and available sync behavior for your CRM before moving the workflow.
Can I use projects for marketing and operations?
Projects can work with the tools and connected accounts available to them. A campaign review, content draft, or recurring business report can be a useful starting point. Access, supported actions, and approval settings determine what each workflow can do; connecting an app does not enable every action.
Is this the platform SalesHive uses internally?
Yes. Our SDRs use SalesHive for managed cold calling and email outreach. Internal workflows and customer workspaces have different access, so we will confirm the capabilities available for your use case.
How do the AI agents fit in?
A project is a conversation with an agent about a job you want done. You provide the goal, context, and instructions. Scheduled Projects can repeat that work on a schedule or supported event. You can review each run, and tools, connected-account permissions, and approval settings govern its actions.
Do I need a managed SDR program to explore the platform?
Bring us the workflow you want to run, whether or not you need outsourced SDRs. We will confirm workspace access, available tools, and setup requirements. Our engineers can help implement the workflow, and managed cold calling and email outreach remain available when you want a team to own outbound.
Your next useful workflow

Bring your tools. Start with the work.

In 30 minutes, we look at the work you want handled, the tools you already use, and whether the platform, a managed SDR program or both is the right start.

We will confirm access, scope and setup requirements for your use case.