Review your pipeline
Read your open deals and pipeline stages. Ask Slackbot to summarize your saved records and suggest next steps.
Slack · Slackbot
Your CRM, in Slackbot
Connect IndieCRM to Slackbot. Review your sales pipeline, find contacts and companies, create deals, and record activities from Slack with your IndieCRM account.
The public app manifest is available for workspace setup. The app is not yet listed in Slack Marketplace; the steps below create a custom app in your workspace.
Find people and companies
Search your workspace’s contacts and companies by name from a conversation with Slackbot.
Keep deals up to date
Create a deal, move it to another pipeline stage, or save a note, call, email, or meeting activity.
Connect your workspace
You need permission to create and install apps in Slack, an IndieCRM account, and access to Slackbot. Your Slack admin may need to approve the app. Slackbot availability and usage limits depend on your Slack plan.
1. Add the app to Slack
- Choose Create app from manifest below, sign in to Slack, and select your workspace.
- Review the IndieCRM configuration and choose Create and Install.
- Review and approve the permission to connect IndieCRM to Slackbot, or ask your admin to approve it. If the app was only created, open OAuth & Permissions → Install to Workspace to finish installation.
If Slack asks you to paste a manifest, use the public JSON manifest. The app requests the MCP connection permission. Each member connects their own IndieCRM account in the next step.
2. Connect your IndieCRM account
- Open a conversation with Slackbot and select Apps in its toolbar.
- Select the + next to IndieCRM, then sign in to IndieCRM and approve access.
- Ask Slackbot to list your IndieCRM workspaces and choose the one you want to use. Review Slack’s approval prompt before allowing a CRM tool call.
IndieCRM uses your existing workspace permissions. You can disconnect your account in Slack’s Your apps → Integrations → Manage settings.
Slack’s connection guideTry a CRM conversation
“List my IndieCRM workspaces, then show the open deals in my sales workspace.”
“Find the contacts and companies named Acme in IndieCRM.”
“In my sales workspace, create a deal named Acme pilot with a value of EUR 2,000.”
“Find the Acme pilot deal and log a note: Demo completed; follow up on Friday.”
Deal, contact, and company lists return up to 200 recent records. Logging an email or meeting saves an activity; sending email, scheduling meetings, and deleting records are available in the IndieCRM app. Saved lead research imports require the New leads private beta. LinkedIn enrichment can use metered provider research.
Your account and data
CRM records returned to Slackbot are processed by Slack. Connect the account whose records you want to use and approve access during sign-in. Read our Privacy Notice and Terms & Conditions. IndieCRM is operated by Daniel Sinewe.