Salesboom
5
39 votes
Kick off your day in Salesboom by moving from capture to close without switching tools. Create web forms or connect chat, phone, and social accounts so new inquiries land in one inbox. Auto-route them by region or product line, then use scoring rules to prioritize who gets a call first. The built-in assistant reviews stalled deals, flags missing stakeholders, and drafts tailored outreach you can send with one edit. Log calls automatically through your dedicated numbers, attach notes, and save recordings for context. When a deal is live, pull items from the catalog to build one or more quotes, update pricing, and push the approved version into an order. Sync invoices and payments with QuickBooks or Xero, keep dates and delivery milestones visible, and let forecasting estimate win likelihood based on past performance.
For campaigns, start with segmentation. Build dynamic audiences from behavior, geography, lifetime value, and purchase history pulled from Shopify. Layer in billing status from FreshBooks or QuickBooks to exclude overdue accounts. Design journeys that send email, SMS, and social messages on a schedule or when someone clicks, buys, or replies. Use the AI assistant to draft subject lines, preview snippets, and short social posts that match your voice. Monitor opens, clicks, conversions, and revenue in real time, and compare cohorts to refine targeting. Referral links and list management make it simple to track who brought in whom, then reward advocates automatically. more
Team
$14.00 per user / month
Leads, accounts and contacts Task, event and document management Email integration with Outlook and Gmail Mobile access Mass email 10 GB data storage Custom fields Opportunity and pipeline management Web-capture leads, contacts and accounts Lead routing and assignment Email templates and tracking Employee collaboration Integration with Google Maps, Skype, Twitter and Facebook Zip code proximity search GDPR-compliant USA, Canada & EU hosting Free setup SSL Protection Phone and Email support Live one-on-one training
Professional
$45.00 per user / month
Includes features of Team Edition plan, plus Campaign management Drip marketing Quotes management Mobile Marketing Automation Product repository and catalogues Contract management Customizable role and profile security Customizable Reports & Views 50 GB data storage Customizable forecasts Customizable workflow engine Project management and time sheets Case management Case auto assignment and escalation 2h/week Virtual Assistant & Professional IT Service Knowledge base
Enterprise
$95.00 per user / month
Includes Features of Professional plan, plus Territory management Unlimited data storage Inventory management Workflow and Approval management Offline access Enterprise analytics Unlimited customizations Web services API availability 24x7 toll-free support Multiple sessions per user Advanced Workflow engine Commissions management Billing and invoicing Employees management HR policy tracking Self-Service portal Quickbooks CRM Integration 5h/week Virtual Assistant & Professional IT Service Google Workspace Microsoft Office 365 Quickbooks Online Calendly Hello Sign
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