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    Work management

    Build a tracker in a sentence.

    Say what you need to keep track of — expenses, a hiring pipeline, project tasks — and Sollo builds the tracker, the form to feed it and the board to work it. No fields to configure, no template to hunt for.

    Get a demo

    Trackers, forms, boards and records — built by describing them, connected to the rest of your Sollo.

    Building a trackerJust now
    Can you start an expense tracker for my team?
    Done — a Team Expenses tracker with amount, category, date and receipt, plus a form your team can submit from their phone. Want approvals on it?
    Tracker builtSubmission formTeam access
    Yes, and flag anything over $500 for me.
    Set. Anything over $500 comes to you to approve before it's logged; everything else goes straight in.
    Describe what you need to track…
    The setup tax

    Tracking anything means building software first.

    You just want a list of expenses. Instead it's an afternoon of choosing a tool, naming columns, wiring a form and setting permissions — before you've logged a single thing.

    • A spreadsheetFine until two people edit it at once.
    • A project toolConfigured for a week, used for a day.
    • A form builderA separate app for every intake.
    • A database toolPowerful, and a project to set up.
    • “I'll just use a group chat”Where the real status quietly lives.

    Sollo builds the tracker, the form and the board from one sentence — connected to your contacts and everything else, not a new island.

    Get a demo
    Not a stack — one system

    A CRM that fills itself.

    Connect your inbox and the contacts are already there — clients, leads and referrers, with every past conversation attached. No import, no data entry, and it never goes stale.

    Contacts486 foundfrom your inbox
    MC
    Maya ChenClient · 14 threads
    JP
    James PowellReferrer · 3 intros
    SA
    Sara AdeyemiLead · met Thursday
    TN
    Tomás NerudaClient · 2 open deals
    Pulled from your inbox & calendar — kept current on its own

    Bookings that run themselves.

    Say the offer out loud. Sollo builds the page, the calendar sync and every follow-up — no back-and-forth.

    1Tue 21 Jul
    2Time
    3Confirm
    Review & confirm
    Currently scheduledChange
    Tue 21 Jul · 09:45–11:15
    Awith Aleks
    ServicesGTM Strategy Session · Online Consultation
    Duration1 h 30 min

    Never double-booked.

    Sollo checks every calendar you keep — work, personal, the shared team one — so a slot is only offered when you're genuinely free. No clashes, no manual blocking.

    March 20263 calendars synced
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    FreeBusy elsewhereNo double-booking

    Email that knows your clients.

    Campaigns pull straight from your CRM — no exports, no list that went stale the day you built it.

    New campaignDraftMCJPSATN+38
    Segment · Workshop attendees42 people
    SubjectFollowing up on last week's workshop
    Hi Maya,Thanks for coming to the workshop — here's the resource I promised, plus a link if you'd like to go deeper on your GTM rollout.Book a follow-up →
    Personalized for all 42Review drafts

    Whole workflows on autopilot.

    When it's earned your trust, hand over entire routines — not just tasks. You set exactly how far it goes.

    Autonomy3 workflows
    New enquiriesSollo replies on its own
    Follow-upsSollo drafts, you send
    InvoicesYou handle it

    Reach it from Claude or ChatGPT.

    Sollo speaks MCP — so your CRM, bookings and clients are one message away inside Claude, ChatGPT, or wherever you already work. No new tab, no copy-paste.

    AI assistantSollo connected
    Who haven't I followed up with this week?
    From your Sollo CRM — three clients are overdue:
    Maya Chen18 days
    James Powell12 days
    Sara Adeyemi9 days
    Draft a nudge for each →
    Works in Claude, ChatGPT & any MCP client — no new tab
    Not a stack — one system

    A CRM that fills itself.

    Connect your inbox and the contacts are already there — clients, leads and referrers, with every past conversation attached. No import, no data entry, and it never goes stale.

    Contacts486 foundfrom your inbox
    MC
    Maya ChenClient · 14 threads
    JP
    James PowellReferrer · 3 intros
    SA
    Sara AdeyemiLead · met Thursday
    TN
    Tomás NerudaClient · 2 open deals
    Pulled from your inbox & calendar — kept current on its own
    Described, not configured

    Say what to track. It's already built.

    The setup a tracker normally needs — fields, forms, permissions, links — is the part Sollo does for you.

    • Built from a descriptionName what you're tracking and Sollo picks the fields, builds the form to feed it and the board to work it.
    • A way in for everyoneEvery tracker gets a form your team or clients can submit from anywhere — answers land as records, not email.
    • Connected, not an islandTrackers link to your contacts and the rest of your Sollo, so an expense, a lead or a task knows who it belongs to.
    • Rules you set in words“Flag anything over $500,” “assign new tickets to me” — automations you describe, not diagrams you draw.
    Your data is your own

    Your contacts are not our product.

    The relationships in your inbox took years to build. Sollo works on top of them — never takes them.

    • It stays in your workspaceYour contacts and history live in your own workspace — never pooled, shared or sold.
    • We never train AI on your dataYour emails and contacts never train models — ours or anyone else's.
    • You set the boundariesEvery workflow has an autonomy dial. Sollo acts as far as you allow — the rest comes to you first.
    • Yours to export or deleteNo lock-in. Export everything any time, or delete it for good.
    Fair questions

    The honest answers, on work management.

    • Do I have to design the fields and forms?

      No. Describe what you're tracking and Sollo builds the fields, a submission form and a board to work it. You adjust by asking, not by configuring.

    • Can my team or clients add to it?

      Yes. Every tracker comes with a form they can submit from any device; answers land as records with their history, not in someone's inbox.

    • Is it separate from my CRM and the rest?

      No — that's the point. Trackers connect to your contacts and everything else in Sollo, so a record knows who and what it relates to.

    • Can I automate what happens to new entries?

      Yes. Describe the rule — flag large amounts, assign new items, notify a channel — and Sollo runs it on every entry.

    Ready when you are

    Describe it. It's already tracking.

    Tell Sollo what you need to keep on top of and it builds the tracker, the form and the board — connected to the rest of your business, ready before you'd have finished naming the columns.

    Get a demo
    More ways to use Sollo
    • For consultantsA CRM that fills itself from your inbox.
    • For freelancersYour back office, minus the back office.
    • For small teamsOne shared client memory for the whole team.
    • Zero-input CRMThe CRM you never have to update.
    • Email marketingCampaigns that pull from your CRM, not a stale list.
    • AutomationsTriggers and schedules, described in plain words.
    • AI supportSupport that answers from your own docs.
    • Landing pagesLanding pages, built from a sentence — and hosted.
    Sollo
    AI business OS that sets itself up.
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