Salesforce AI Assistant for SMB Sales Teams logoRead-onlyComing soon
Integration

A Salesforce AI assistant with context from every tool

Ask about any account or opportunity and get the Salesforce answer plus the supporting Slack, email, and Stripe context around it, every fact linked to its source.

Illustration: An opportunity-pipeline shape linked by clean threads to supporting tool-shapes converging on one answer card

A Salesforce AI assistant lets your team ask questions about accounts, opportunities, and pipeline in plain English instead of building reports or clicking through record pages. Holka connects to Salesforce and answers directly, with sources.

The difference is context. Holka reads Salesforce alongside your Slack, email, Stripe, and other tools at once, so a question about a deal returns the CRM record plus the conversations and payments around it. It is read-only by default and priced at a flat $29 per month, which fits SMB sales leaders rather than enterprise-only tooling.

Answers in plain English

Query Salesforce accounts, opportunities, and stages by typing a question instead of building a report or a filter view.

Context from every tool

Each answer pulls the Salesforce record together with the related Slack threads, emails, and Stripe payments in one place.

Every fact has a source

Holka shows which connected tool each detail came from, so you can trust the answer and click through to verify.

Read-only by default

Holka reads across your tools without changing anything, and any draft it writes needs your one-tap confirmation before it sends.

Ask Holka
What is the current stage and next step on the Acme opportunity, and what did we last discuss in Slack about it?
Show me every open opportunity closing this quarter over 20k and who owns each one
Which accounts have a Salesforce renewal coming up but an open support thread in email?
Summarize the full history on the Northwind account across Salesforce, email, and Slack
Do any of my closed-won deals in Salesforce not have a matching Stripe payment yet?
What changed on my pipeline this week and where did the movement come from?

What is a Salesforce AI assistant?

A Salesforce AI assistant is a tool that answers questions about your CRM data conversationally, so you can ask "what's the status of the Acme deal?" instead of navigating record pages or running a report. Holka goes further by treating Salesforce as one source among many. When you ask about a deal, it reads the opportunity record and then layers in the Slack conversations, email threads, and Stripe activity connected to that account. You get the CRM answer plus the surrounding context in a single response, with each fact attributed to the tool it came from so nothing is a black box.

Built for SMB sales leaders, not enterprise rollouts

Salesforce-native AI like Einstein and Agentforce is powerful, but it is built and priced for larger organizations and tends to stay inside the Salesforce world. Holka is designed for smaller sales teams that live in Salesforce but also run on Slack, email, and Stripe. There is no per-seat pricing and no enterprise contract: a flat $29 per month, unlimited messages, with a free tier to start. You connect Salesforce through a standard secure connection, keep your data in your own tools, and get cross-tool answers without a long implementation.

Frequently asked questions

Does Holka change my Salesforce data?

No. Holka is read-only by default and reads your records to answer questions. If you ask it to draft something like a follow-up email or a Slack update, it shows you a draft that needs your one-tap confirmation before anything is sent or changed.

How does Holka connect to Salesforce?

You connect Salesforce through a standard secure connection, and access tokens are encrypted at rest. Your data stays in Salesforce and your other tools; Holka reads across them to answer rather than copying everything into a separate database.

Can it pull context from tools other than Salesforce?

Yes, that is the point. Holka reads Salesforce alongside Slack, Gmail, Stripe, and hundreds of other tools at once, so a question about an account returns the CRM record plus the related conversations and payments, each labeled with its source.

How much does it cost?

Holka has a free tier with 40 messages per month and a Pro plan at a flat $29 per month for unlimited messages. There are no seat minimums, so it works for a single sales leader or a small team.

Put Salesforce to work with Holka

Connect it in a minute and start asking across your whole stack, with sources on every answer.

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