Slack, set up around your work
Your team chases every decision across WhatsApp, email and Excel. Give the work one place.
Leads wait in inboxes. Discounts get approved in a chat nobody can find. Vendors are a phone call away from the facts. We set up Slack with your CRM so requests, approvals, customers and partners sit in channels your company owns.
Where the work leaks
Five places money and customers slip away.
None of these is a software problem on its own. Each one is work living somewhere the company cannot see: the lead in Salesforce, the approval in email, the decision in WhatsApp.
The same work
Today, and in Slack.
Today
In Slack
- Web and ad leads sit in an inbox until someone checks.
- Each lead posts to #leads with its source and is assigned in the thread.
- Approvals wait in an inbox or happen in WhatsApp with no trail.
- Request in #deal-desk, routed to the approver; the answer is written back to the CRM.
- An urgent case bounces between teams by email.
- The case opens a channel, pulls in the right people and closes with a summary on the record.
- Access granted on a WhatsApp message, with no record.
- Requests routed to the manager and the system owner, logged on approval.
Slack in 60 seconds
Your phone came set up. Your Slack workspace won’t.
Slack calls itself a work OS: people, apps and data in one place, so nobody jumps between tabs to get an answer. A phone arrives ready. A workspace arrives empty. The channels, the sign-in, the Salesforce link and the first approvals are the setup, and that part is ours.
What we do
Start with Slack. Grow from there.
Each step stands on its own. Most teams start with the first two and add the rest when the channels are busy.
Before you buy
Plan and licences
Which Slack plan fits, who needs a seat, and what your IT team must control. Licences come from Salesforce today. We help you pick the plan and work with your Salesforce account team.
Launch
Workspace and people
Workspace, channels, sign-in, retention and the move off WhatsApp groups. Your people trained on the work they do, not on features.
First workflows
Approvals with a record
Requests, approvals and handovers that run in Slack and leave a record. Discount and spend approvals are usually first.
Next
Leads, deals and cases post to the right channel. Decisions made in Slack are written back to the record.
When channels are busy
Agentforce or Claude working in the same channels as your people, on one named job, with a person approving what matters.
After launch
We stay. New workflows, new channels, and the admin work nobody inside has time for.
See it in your business
Pick the ten that sound like your week.
54 use cases across sales, service, marketing, finance, HR, IT, operations, real estate and fintech. Each one says what happens today and how it runs in Slack.
- SalesInstant lead alertsToday: Web and ad leads sit in an inbox until someone checks. In Slack: Each lead posts to #leads with its source and is assigned in the thread.Workflow Builder, Salesforce channels or Slack CRM
- SalesCustomer channelsToday: Key clients email individuals, and the history leaves with people. In Slack: A shared channel with each key client.Slack Connect
- 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
- MarketingLead quality loopToday: Marketing never hears which leads closed. In Slack: A weekly post of leads by source and stage from the CRM.Salesforce reports, scheduled workflow
- FinanceMonth-end closeToday: A spreadsheet checklist and a lot of chasing. In Slack: A close channel with a task list and owners, nudged on a schedule.Lists, scheduled workflows
- People and HRHiring loopsToday: Interview feedback arrives late, by email. In Slack: One channel per role; feedback forms post to it before the debrief.Workflows, Lists
- IT and securitySecurity alertsToday: Alerts flood an inbox nobody watches. In Slack: Alerts post to #security with severity and an owner, and are triaged in the thread.App integrations, workflows
- OperationsVendor and supplier channelsToday: Orders and delays tracked by phone. In Slack: A shared channel with each key supplier.Slack Connect
- Real estateLive inventory answersToday: Brokers ask “is 1204 free?” in WhatsApp groups. In Slack: Availability and price answered from Salesforce in the broker channel.Slack Connect, Agentforce
Examples
Three desks, three first channels.
Example
Head of sales, Dubai off-plan developer
Today: Brokers ask “is 1204 free?” in WhatsApp groups, and two of them claim the same buyer.
After: Brokers ask in a shared channel and get availability from Salesforce. Registrations are time-stamped on the record.
Real estateExample
Finance manager, Riyadh distributor
Today: Purchase requests wait in email chains, and vendors chase finance by phone.
After: A request form routes by amount to the right approver. Vendor questions are answered in #finance-help.
For CFOsExample
People lead, Kochi software company
Today: Day-one tasks depend on who remembers, and IT tickets arrive by email.
After: A welcome workflow with a checklist and access requests. #it-help opens a ticket and updates the thread.
Technology and software
People, partners and agents
Where your team, your partners and your agents work in the same thread.
Most AI tools are one person talking to one bot. Real work has a requester, an approver, a customer and often a vendor. Slack puts all of them, and the agent, in the same channel, with the record one click away.
Our own desk
Mindcat runs on Slack.
Our own work and approvals run in Slack. We set it up for clients the way we use it ourselves.
- Founder
- Shivanath has put 200+ agents into production.
- Desks
- Dubai and Kochi, with Salesforce work since 2010.
- What follows Slack
- Salesforce consulting, AI agents and Claude work, when the channels show where they pay.
Read next
The questions buyers ask first.
FAQ
Straight answers.
- Do we need Salesforce to use Slack?
- No. Slack works on its own, and Slack has a built-in CRM on some plans. Most of our clients connect Salesforce because that is where customers and deals already live.
- Where do the Slack licences come from?
- Licences come from Salesforce today. We help you pick the plan and the seat count, work with your Salesforce account team, and set up the workspace.
- How long does a launch take?
- It depends on how many teams and channels you start with. We write the scope and the first workflows down before any work starts, so you see it before you agree.
- What happens to our WhatsApp groups?
- We map them to channels, agree which conversations move, and train people on the new place. Customer WhatsApp can stay; internal decisions move to Slack.
- Do you do AI agents in Slack?
- Yes, once the workflows are in place. Agentforce when the work lives in Salesforce, Claude when it does not. One named job at a time, with a person approving what matters.
- Who looks after it once it is live?
- We can, on the Run plan: set hours a month for workflow changes, a check before each Salesforce release, and a written monthly note. The What you get page has the plans.
- Do you work outside real estate?
- Yes. Real estate in Dubai is where we show the most detail, but the use cases cover sales, service, finance, HR, IT and operations in any company.
The brief · one email
Name the process that leaks.
The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.