Use case

Instant deal context across your CRM, email and Slack

Ask "give me everything on this account" and Holka reads your CRM, inbox and Slack at once, then answers in plain English with a source next to every fact.

Illustration: Overlapping deal-card shapes funneling into a single forward arrow with email and chat glyphs feeding in

Holka is an AI assistant for sales teams that pulls deal context from every tool you already use, your CRM, email and Slack, and answers in one place, with sources. Instead of clicking between HubSpot or Salesforce, Gmail and threads, you ask a plain-English question and get the record, the recent conversations and the open threads together.

Every answer shows which tool each fact came from, so you can trust it before a call. When you need to reply, Holka drafts the follow-up for you to review and send with one tap, nothing goes out without your confirmation.

Every account in one answer

Holka reads the CRM record, related emails and Slack chatter together so you get full deal context without switching tabs.

Sources on every fact

Each line in an answer is attributed to the tool it came from, so you can verify before you walk into a call.

Follow-ups drafted for you

Ask Holka to write the next email or Slack message and it prepares a draft you approve with one tap.

Read-only by default

Holka reads across your stack but never writes or sends anything until you confirm, and your data stays in your own tools.

Ask Holka
Give me everything on the Acme account before my 2pm call
What's the latest on the Northwind deal across HubSpot, email and Slack?
Which of my open opportunities haven't had a touch in the last two weeks?
Summarize every email and Slack thread with the buyer at Contoso this quarter
Draft a follow-up to Priya recapping our last call and next steps
What did the customer say about pricing in our recent conversations?

Query your CRM in plain English

Type a question the way you'd ask a colleague and Holka reads your CRM alongside your other tools to answer it. No filters, reports or saved views to build. Ask "which deals are stuck in negotiation?" or "what's the last activity on this account?" and Holka pulls from your Salesforce or HubSpot record, then adds the emails and Slack threads that give it meaning.

Because every fact is tagged with its source, you can see exactly where a number or a next step came from. That makes a CRM AI assistant something you can act on before a call, not just another dashboard to interpret.

From deal context to a ready-to-send follow-up

Once Holka has surfaced the full picture on a deal, it can draft your next move. Ask it to write a follow-up email or a Slack update and it uses the context it just gathered, the last conversation, open questions, agreed next steps, to prepare a draft in your voice.

Holka is read-only by default, so the draft waits for you. You review it, edit anything, and send with one tap. Nothing leaves your inbox or Slack without your confirmation, which keeps you in control while cutting the busywork between finding context and acting on it.

Frequently asked questions

Which sales tools does Holka connect to?

Holka connects to the tools sales teams already use, including HubSpot, Salesforce, Gmail, Slack, Notion and 300+ others, through OAuth, MCP or API. It reads across all connected tools at once so a single question can pull from your CRM, inbox and messages together.

Can Holka send emails or update the CRM automatically?

No. Holka is read-only by default. When you ask it to write a follow-up, it prepares a draft and surfaces it for your review. Nothing is sent or changed until you confirm it with one tap.

How do I know an answer is accurate?

Every answer shows source attribution, meaning each fact is labeled with the connected tool it came from. You can trace any claim back to the CRM record, email or Slack message behind it before you rely on it.

Is my sales data safe?

Your data stays in your own tools, Holka reads across them without making a bulk copy. Access tokens are encrypted at rest, and Holka only reads unless you explicitly confirm a write.

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