Introduction

Slate is a customer relationship management and workflow platform. It provides pipelines for sales, support, hiring, and any multi step process you need to manage.

Core Capabilities

• Build custom pipelines with stages, statuses, and custom fields on a Kanban board
• Manage contacts for people and companies across your workflows
• Handle conversations via email directly inside your pipeline with a shared inbox
• Automate workflows with multi step automations including emails, stage changes, webhooks, conditions, and delays
• Create proposals and invoices with PDF generation and e-signatures
• Track tasks with list and calendar views
• Analyze performance with reports and analytics dashboards
• Integrate with external tools via API, webhooks, CSV import, and embeddable web forms

How Slate is organized

Organization
└── Company
    ├── Pipelines (Sales, Support, Hiring)
    │   └── Stages (Open, Proposal, Won, Lost)
    │        │   ├── Statuses (optional substeps: Draft, Created, Sent)
    │        └───┴── Items (deals, tickets, candidates)
    │
    ├── Contacts (people and companies)
    ├── Tasks (followups, calls, meetings)
    └── Settings (teams, integrations, billing)

Each company is a self contained workspace with its own pipelines, contacts, and settings. An organization can contain multiple companies.

When you create a company, you select a region that determines where your data is stored. Once set, your region cannot be modified.

Authentication

Slate uses passwordless authentication exclusively.

Plans

All plans start with a 14-day free trial with no credit card required.

After the trial expires, access to pipeline data is suspended until you select a plan. Companies that remain unsubscribed for 30 days after trial expiry are permanently deleted.

Referral program

Existing users can generate a referral code and share it. When a new user applies the code during their trial: