Salesboom CRM Features List

Salesboom CRM Reviews

Salesboom CRM

Online CRM Software

4.42/5 (24 reviews)
6,897

Salesboom CRM Feature Summary

  • Customer retention management
  • Cross/Up-selling
  • Scalable plans
  • Web based
  • Live demos
  • Webinars
  • Free trials
  • Online support
  • Forum support
  • Knowledge base
  • Quickbooks CRM integration
  • Billing and invoicing
  • Online analytics
  • Customized dashboard
  • Commissions management
  • Email templates & tracking
  • Lead routing & assignment
  • Zip code proximity search
  • Social media integrations
  • Inventory management

Customer Management Feature Comparison

Most popular features of all Customer Management apps

API (273 other apps)
Activity Dashboard (131 other apps)
Activity Tracking (94 other apps)
Automatic Notifications (128 other apps)
Automatic Reminders (125 other apps)
CRM Integration (92 other apps)
Calendar Management (121 other apps)
Contact Database (95 other apps)
Custom Fields (100 other apps)
Customer Database (101 other apps)
Customizable Branding (120 other apps)
Customizable Reporting (108 other apps)
Customizable Templates (103 other apps)
Data Import/Export (121 other apps)
Electronic Payments (96 other apps)
Email Integration (118 other apps)
Mobile Integration (96 other apps)
Reporting & Statistics (115 other apps)
Social Media Integration (109 other apps)
Third Party Integration (122 other apps)

Competitor Feature Comparison

Salesboom CRM Feature Reviews

22 reviewers had the following to say about Salesboom CRM's features:

Sam Quinlan, MSc, PBiol

As a Canadian business it's important that my data is similarly being managed by a Canadian company.

2018-02-18

Pros

I won't have to work with third parties for any of this.

Cons

Its not a good platform by any means, especially when compared to some other well-known platforms. Still new to its implementation but haven't experienced any setbacks.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
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David Schwartz

Verified Reviewer

Great for complex sales cycles

2016-09-30

We love it because the crm automates many of the tasks for our sales people leaving them more time to focus on the closing of the sale.

Pros

love the crm reporting and custom views

Cons

Its not available in all languages if your company is international. Not all the features are available in all countries! for some reason some features like the zip code proximity is only available for usa and canada

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Salesboom CRM

I would recommend the fast track because it makes it the responsibility of salesboom to understand your sales process, customize the system accordingly, import your data, and then train your end users.

Source: GetApp
1 of 1 people found this review helpful
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Allison Voigts

Weak CRM, only appropriate for very small companies

2018-05-06

Pros

The CRM was extremely easy to use, and viewing leads was simple and fast within the contact manager.

Cons

Salesboom was fine for the very early stages of our business, but we found it didn't offer much in the form of marketing automation, reporting, etc.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Software Advice
Helpful?   Yes   No
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Nick Markosk

The must-have CRM

2017-07-13

Salesboom is the only CRM I have purchased that actually works and finally I am seeing a product that we can actually use!

Pros

1) Great After-Sales support 2) Very easy to use 3) Eeasy to customize pages 4) Great Value for Money

Cons

I was searching for a simple and easy CRM Software package for my team to use and glad I found Salesboom.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Jim Greenberg

Very easy to use CRM

2013-09-26

Salesboom helped us export our data from Salesforce.com within 3 days and copied over all our custom fields, objects, views and reports.

Source: Capterra
Helpful?   Yes   No
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Hoffmann Laverde

Insightful

2017-06-27

great product and support is excellent.

Pros

Reports are a big plus, very flexible for customization.

Cons

Interface looks can be improved, other than that functionality, learning curve, access to information is excellent.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
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Anonymous
A verified reviewer

Some of the best technical support from any vendor ever! They've held my hand from day one.

2018-02-06

It's the only CRM with a simplified quoting ability that I could find after about two years searching.

Pros

I searched for a CRM that also integrated a quoting system.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Abagail Artz

A CRM to Fall in love with!

2015-11-30

They were the quickest company to contact us and plan for our trial.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer

Great Customer Support

2018-02-06

Easy to use CRM with deal management and marketing automations!

Pros

Not many CRMs also have email drip and solid lead management built into one platform

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
A verified reviewer

Easy Access ALL the way

2017-11-18

Pros

Reports are a big plus, very flexible for customization. Wishing much success with Salesboom now and in the future.

Cons

It did take a bit of time to deliver and roll out, but ever since this happened (6years ago) we are very happy with the system

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Other

Source: Capterra
Helpful?   Yes   No
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Miley Smith

Great Cloud CRM software!

2014-02-21

Pros

It's a highly customized and very user-friendly Cloud CRM. Salesboom.com helped train our users and showed them the rewards of using the system.

Cons

I think that the interface colors need to be changed, but of course, this is the least of our worries.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering Salesboom CRM

My #1 recommendation for Salesboom.com evaluators is to type out all your requirements and send it to your Salesboom.com CRM consultant prior to doing a live demo with them. Also, insist on getting multiple demos to evaluate the system fully. They will look at your requirements and actually customize the system while on trial, which will save you money!

Source: Software Advice
Helpful?   Yes   No
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Adrian Boer

Simply the best!

2016-10-07

I use it to automate all my sales tasks and activities saving me time to focus on closing the sale.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
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Tom Greenberg

Best Cloud CRM Ever!

2014-02-19

Pros

Salesboom.com is a very user friendly cloud-based CRM system. It's very easy to customize and simple to use.

Cons

The only downside to Salesboom.com is that they do not offer a French translation for their system, so you have to translate it yourself.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering Salesboom CRM

I would recommend anyone evaluating Salesboom.com Cloud CRM to speak directly to a CRM consultant and elaborate on your business processes. They are very good listeners, and if they can't help you, they will be the first to tell you.

Source: Software Advice
Helpful?   Yes   No
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Jared Newton

Verified Reviewer

Run Away

2016-11-21

Before paying Salesboom to customize our method of quoting our clients, we sat through numerous consultations and provided them with every piece of information necessary to customize the CRM to provide quotes like we currently do offline.

Pros

None. They are scamming us.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Likelihood to recommend

0/10

Recommendations to others considering Salesboom CRM

Dont, use them. Run away.

Source: GetApp
Helpful?   Yes   No
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Michael Miller

First pre-loaded CRM with real estate mortgages, owners and sellers , leads and contacts!

2017-06-19

Pre-loaded reliable phone numbers, email and LinkedIn contact details on loans coming due and buyers/sellers of recently completed commercial real estate transactions is a huge win!

Pros

My Leads are hot and vented to have the most accurate contact information!

Cons

Would appreciate some cool looking graphs/charts. The sales funnel is nice and we link the lead to prospect to clients with internal job log systems.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Anny Goldman

Great CRM for the Construction Industry

2016-10-06

Our previous CRM vendor failed to meet our requirements even though we paid lots of money for customizations.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
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Steve Berkman

Great CRM, Great Support

2015-11-24

We love Salesboom.com CRM simply because our end users love it.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jim Bowser

Does What its supposed to

2016-10-11

We use this CRM to manage our sales opportunities.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Krishna Parmar

best crm i found

2018-02-05

Pros

so many different options, so i was not limited on what i could use. i have an events company, and many crms i tried limited my needs because of the space i am in. salesboom had so much going on, that i found exactly what i needed; quote to cash, quickbooks, etc.

Cons

i has a dated feel to it, not the functionality rather the look of it. i know that doesn t mean much, but that was my only drawback. that aside, i love this crm.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
John Mark

The Most User-Friendly Cloud CRM Software Solution

2014-04-28

Pros

It's the most user-friendly Cloud CRM Software system.

Cons

I can't find anything I dislike about Salesboom.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering Salesboom CRM

Be accurate and honest while you are looking for any software.

Source: Software Advice
Helpful?   Yes   No
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Theresa Bessette

Extremely Service Oriented!

2017-04-26

First, would like to thank you so much for educating us on CRM. It was indeed helpful in helping us to figure out which way to go on this.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Mandy Allison

powerful CRM, yet easy to use

2015-12-16

We fell in love with Salesboom.com CRM years ago when our CEO decided to switch from Salesforce.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more