Industries · SaaS startups
An AI assistant for startups doing everything with a tiny team
Support, sales, product, investors and hiring with five people: Tessa reads email, Slack and meetings and tells you what can't wait.
"There are five of us and everyone wears three hats"
In a startup, the same person answers a customer who can't log in, chases a demo, replies to an investor and screens applicants. Email mixes it all together, Slack moves at full speed and product decisions get made on a call nobody writes down.
What slips through is expensive: the blocked customer who's been waiting two days and is about to churn, the deal that went cold because nobody followed up, the investor update written on Sunday night by reconstructing the month from memory.
How it works with Tessa
- 1
Connect the team's Google and Slack
With the "SaaS" template, Tessa treats outages, bugs blocking customers, renewals and investors as high priority, and repeated automated alerts as low.
- 2
Customers in trouble, every morning
A routine lists the customers who wrote in with a problem and haven't had a reply. Each one already has a task and a draft.
- 3
A pipeline without CRM data entry
Sales without a CRM builds the pipeline from your email and meetings, flags deals going cold and suggests the next step. If you already use HubSpot or Pipedrive (beta), Tessa works with them.
- 4
The update writes itself
On Fridays, a draft weekly update with what shipped and what's next; monthly, an investor update draft with revenue, MRR (with Stripe, beta), pipeline and key decisions.
What you get
- Fewer customers churning quietlyUnanswered problems surface every morning, before they turn into a cancellation.
- Product decisions on recordMinutes highlight decisions, blockers, customer commitments and dates, and the wiki keeps them with their source.
- Investors in the loop, Sundays backA draft built on real data to review and send, not a blank page.
- Hiring without drowningApplications summarised against the role, with sensitive details stripped, and interviews booked in one click. A person always decides.
- New hires up to speed fastEvery new joiner gets who's who, key customers, processes and the tools to connect.
Routines in the "SaaS" template
Imported when you pick the industry, and editable:
- "Every morning, summarise customers who wrote in with a problem and haven't had a reply."
- "On Fridays, draft the weekly update with what we closed and what's coming."
- One you could add: "If Stripe flags a failed payment from a large customer, tell me and draft an email."
The startup stack
The core runs on Google Workspace and Slack. Also available, in beta: Stripe for MRR, sign-ups, churn and failed payments; HubSpot and Pipedrive if you already have a CRM; and Linear, Jira, GitHub, Notion, Asana or ClickUp so tasks born in emails and meetings land where your product team works.
Privacy in a small team
In a startup everyone knows everyone, which makes it matter more: whatever Tessa reads in someone's inbox is visible only to them, and founders get no individual metrics on anyone. Data is stored encrypted in the EU, and anything going to customers or investors waits for approval.
What Tessa reads for each person stays private, your data is stored in the EU and nothing goes out without your approval.
Frequently asked questions
Do I need a CRM to use Tessa for sales?
No. Tessa builds the pipeline from your email and meetings. If you already use HubSpot or Pipedrive, she can work with them (beta) instead of duplicating them.
Where does the investor update get MRR from?
From Stripe, if you connect it (beta). Without Stripe, the draft includes what Tessa knows about revenue, collections, pipeline and decisions, and you fill in the numbers.
Can she create Linear or Jira issues from a meeting?
Yes, if you connect Linear or Jira (beta). Action items from the minutes come with an owner and can be pushed to your tracker.
Is it free for startups?
The free plan covers up to 3 people with tasks from email, replies, follow-ups and search. Slack, meetings, sales and investor updates are on the Team plan, with a 14-day trial and no card.
Does Tessa send the investor update on her own?
No. She drafts it and you review and send it. Anything leaving the company needs your approval by default.
Keep reading
- FeaturesA sales pipeline that builds itselfTessa builds your pipeline from your email and meetings, flags deals going cold and drafts the next follow-up for you. Try it free for 14 days.
- FeaturesTessa takes the notes, assigns the work and sends the recapTessa takes notes in your meetings, writes the minutes, assigns each action item to its owner and sends the recap to attendees. Try 14 days free.
- FeaturesEvery new hire starts with a plan, not a “just ask if you need anything”Every new hire gets a message from Tessa with who's who, key clients, processes and their welcome checklist, plus someone to ask. Try it free.
- IntegrationsBetaStripe with AI: your SaaS metrics without building a dashboardConnect Stripe with a read-only key and Tessa tracks MRR, new subscriptions, churn and failed payments, flags what matters and drafts your investor update.
- IntegrationsBetaLinear with AI: product and business looking at the same listConnect a Linear team and Tessa brings its issues into Tasks with status and assignee, next to what comes in through email, Slack and meetings.
- GuidesHow to follow up with clients without a CRM (and not lose any of them)How to follow up with clients and leads without a CRM: a few stages, a follow-up cadence, email templates and the signs a deal is going cold.
What does your team look like?
Same AI for both. Where you start is what changes.
- Best fit for this page
Startups
5 to 30 people
Grow without losing the thread
Tasks from email and Slack, follow-ups, sales and investors, without everything landing on the founders.
Companies
30 to 250 people
What gets decided gets done
Minutes and tasks from every meeting, commitments that get followed up and a pulse per team, without watching anyone.
Connect Google and Slack, pick "SaaS" and tomorrow you'll know which customers are waiting on you.
Start freeFree plan for teams of up to 3 people. Anything that leaves the company waits for your approval.