For COOs and heads of operations
Sales promised it. Finance never heard. Your customer noticed.
Work drops between teams because every handoff lives in a different inbox, chat or spreadsheet. We set up Slack with your CRM so each handoff has an owner, each approval has a trail, and vendors work from the same facts as your team.
The week
Where the work drops, and what changes.
Slack is where the work moves. Salesforce stays the record. Each line on the left is paired with the line on the right.
Today
In Slack with Salesforce
- Delivery hears about the deal from the customer
- A closed deal opens the delivery channel and names the owner
- A discount is approved in a chat
- The approval is written back with the name and the time
- Vendors work from an email three versions old
- Vendors share a channel with current facts
- Decisions sit in personal WhatsApp groups
- Decisions sit in company channels. Customers stay on WhatsApp
How it starts
One handoff first. Then the next.
Day 1
Name the handoff
Order to delivery, request to approval, or vendor to site. You pick the one that costs the most.
On paper
How it would run
Channels, approvers, what Salesforce records, the plan and seats. Before you buy.
Launch
Train each team
On the work it does, not on features.
After
We stay
New workflows, new channels, and the admin work nobody inside has time for.
See it in your business
The handoffs operations owns.
Each card says what happens today and how it runs in Slack. Open the ones that fit and send them to us.
- SalesDiscount and quote approvalsToday: Approvals wait in an inbox or happen in WhatsApp with no trail. In Slack: Request in #deal-desk, routed to the approver; the answer is written back to the CRM.Workflow Builder approvals, Salesforce Flow
- Customer serviceEscalation roomsToday: An urgent case bounces between teams by email. In Slack: The case opens a channel, pulls in the right people and closes with a summary on the record.Service Cloud for Slack, workflows
- Customer serviceShift handoverToday: Notes in a shared doc that nobody reads. In Slack: An end-of-shift post of open cases and who owns them.Scheduled workflow, Lists
- FinanceSpend and purchase approvalsToday: Purchase requests wait in email chains. In Slack: A request form routes by amount to the right approver; the decision is logged.Workflow Builder approvals
- OperationsMorning briefingToday: Leaders ask five people for status. In Slack: A daily message with pipeline, open escalations and what is stuck.Slackbot, scheduled workflow, CRM data
- OperationsDecision logToday: Decisions made on calls are forgotten. In Slack: Decisions posted to #decisions with an owner and a date, searchable later.Workflow Builder, Lists
- OperationsVendor and supplier channelsToday: Orders and delays tracked by phone. In Slack: A shared channel with each key supplier.Slack Connect
- OperationsCross-team projectsToday: Status meetings to find out who is blocked. In Slack: A project channel with a tracker and a weekly summary.Lists, Slackbot summaries
- OperationsMove off WhatsApp groupsToday: Company decisions live in personal WhatsApp groups. In Slack: The same groups as company channels, searchable, and kept when staff leave.Channel design and migration
Apps we host
Software we run for you.

Mindcat Dispatch
Orders arrive by WhatsApp, drivers are phoned for updates, and the cash count happens at night. One dispatch board for every branch, run by us, with hosting agreed in your plan.

Mindcat Inbox
Bayut leads, clinic bookings and workshop approvals arrive on staff’s own WhatsApp, and nobody sees who answered. One shared inbox on the company number, each conversation with an owner, with hosting agreed in your plan.

Mindcat Sign
Leases go to landlords abroad on WhatsApp, and offer letters wait for a signature before the MOHRE or Qiwa step. One link per signer, signed on a phone in Arabic or English, with every document’s status in one list.

Mindcat Maintain
Tenant complaints arrive on WhatsApp, PPM lives in Excel and three AMC companies report in three formats. One maintenance system for every building, run by us, with hosting agreed in your plan.

Mindcat Projects
Live jobs run on WhatsApp groups and a programme in one planner’s Excel. One live programme per job, site updates from phones, and the client on a free login, with hosting agreed in your plan.

Mindcat Vault
Trade licences, Emirates IDs, iqamas and Ejari contracts sit in Excel, WhatsApp and box files, and a missed Saudi CR confirmation suspends every licence on it. One archive searchable in Arabic and English, with the renewals list on the dashboard, with hosting agreed in your plan.

Mindcat Desk
Requests reach the team by email, phone, WhatsApp and walk-up, and nobody can show which met the agreed time on a Sunday-Thursday or Monday-Friday week. One ticket per request with an owner and an SLA clock on that week, with hosting agreed in your plan.

Mindcat Screens
A price change on Thursday means USB sticks over the weekend, Olaya still shows last week’s SAR combo on Sunday, and the iftar menu goes up late. One edit reaches every branch screen in Dubai and Riyadh, and the displays list shows which are behind.

Mindcat Learn
Inductions are read aloud in English to crews who speak Hindi and Urdu, the midday-break briefing is signed on paper every June, and the client’s auditor asks for proof by site. Courses on every worker’s phone in his language, with a completion matrix per site.

Mindcat Bookings
Bookings arrive by phone, WhatsApp and Instagram, two receptionists share one diary, and Ramadan hours are moved by hand. One calendar per doctor, a booking page patients use themselves, with hosting agreed in your plan.

Mindcat Assets
Hilti kits leave the Al Quoz store for a site in Al Khobar with no return date, and a Dubai leaver’s exit clearance waits on IT while the final settlement is due within 14 days. Every laptop, phone and tool checked out to a named person or site, signed for on the phone, with an overdue list.

Mindcat Surveys
Satisfaction is measured from outside, once a quarter, as one figure, and the comment box is counted by hand. A code at every counter and results per branch as the answers arrive, in Arabic and English, with hosting agreed in your plan.

Mindcat Analytics
The Snapchat ads for a north Riyadh launch go live on Thursday night, the sales team’s WhatsApp is full by Sunday, and nobody can say which ad sent them. Each campaign, WhatsApp click and register-interest form on one screen, and a link the owner opens on his phone.

Mindcat Social
Approvals in seven WhatsApp groups and a sheet as the only view of the week. Every client’s posts on one calendar, a preview link the client approves on their phone, and failed posts flagged in red with the reason.

Mindcat Stays
Direct bookings by phone, monthly corporate stays in Excel, and buildings in Al Barsha and Deira with two diaries. One calendar for every unit and building, and a booking site guests use themselves, with hosting agreed in your plan.

Mindcat People
Crews on four sites, overtime on WhatsApp photos and a WPS file rebuilt by hand near the deadline. Check-ins and rosters feed one monthly payroll run, and the WPS file comes out of the same run, well before MOHRE’s day-17 permit block.

Mindcat Accounts
The invoice is typed in Riyadh, the Dammam yard’s stock is in Excel and the delivery note is from a carbon book, so a truck leaves for a contractor already 90 days late. One chain from order to delivery to invoice, with stock by warehouse and the ZATCA status of every invoice.

Mindcat Lease
The cheques to bank this week, the leases whose renewal notice is due, and the returned cheque, on one screen the leasing desk and the accountant both open, instead of a folder and a phone call.

Mindcat Clinic
Two branches, two paper filing systems and two doctors’ diaries. One patient record and one day calendar for every practitioner and branch, with charges from your own price list.

Mindcat Lobby
The lobby guard copies names from cards into a book while a queue builds, and nobody can say who is still in the building. Passes approved before the visit, the card scanned at the counter and a live list of who is inside, run for you in the UAE or KSA.

Mindcat Hours
The account lead says yes to extras on WhatsApp, and the month-end report is a deck nobody can check. A timer on every task, tags for extras, and a report link the client opens without logging in, set up and run for you in the UAE or KSA.
Read next
What your IT team will ask.
FAQ
What operations leaders ask.
- Our customers are on WhatsApp. Do they have to move?
- No. Customer WhatsApp can stay. The internal decisions about the customer move to Slack, where the company keeps them.
- Do we need Salesforce?
- No. Slack works on its own, and Slack has a built-in CRM on some plans. Handoffs carry more when Salesforce is connected, because the record moves with the work.
- How do vendors join?
- Through Slack Connect, a channel shared between your workspace and theirs. We set the rules: which vendors, which channels, and who approves a new one.
- We already use Microsoft Teams. Is this a second tool to police?
- Only if nobody decides. Teams keeps meetings and files. Slack takes the work that crosses teams, systems and partners. We write a one-page rule on what goes where and train each team on it.
- Where is our data held?
- Slack offers data residency in several regions. We confirm with Salesforce which region applies to your plan before you sign, and write it in the proposal.
- How long before the first handoff runs?
- It depends on how many teams start. We write the scope and the first workflows down before any work starts, so you see it before you agree.
The brief · one email
Name the handoff that drops.
The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.
