Salpo CRM Features

Salpo CRM

Cloud-based CRM & customer database

4.17/5 (18 reviews)

Salpo CRM Feature Summary

  • Contact management
  • Custom fields
  • Multiple field types
  • Filtering
  • Connections mapping
  • Task scheduling
  • Notes
  • Email reminders
  • Call scheduling
  • Opportunity overview
  • Email auto-upload
  • Action scheduling
  • Linked contacts
  • Email synchronization
  • File storage
  • Communication history
  • Status tracking
  • Relationship definition
  • Search functionality
  • Customer segmentation
  • Automatic Reminders
  • Automatic Notifications
  • API
  • Contact database
  • Customizable Reporting
  • Customizable Templates
  • Data Import/Export
  • Reporting & Statistics
  • Contact History

Customer Management Feature Comparison

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API (287 other apps)
Activity Dashboard (153 other apps)
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Automatic Notifications (141 other apps)
Automatic Reminders (139 other apps)
CRM Integration (101 other apps)
Calendar Management (133 other apps)
Contact Database (100 other apps)
Custom Fields (112 other apps)
Customer Database (106 other apps)
Customizable Branding (134 other apps)
Customizable Reporting (118 other apps)
Customizable Templates (113 other apps)
Data Import/Export (133 other apps)
Electronic Payments (105 other apps)
Email Integration (131 other apps)
Mobile Integration (108 other apps)
Reporting & Statistics (138 other apps)
Social Media Integration (118 other apps)
Third Party Integration (145 other apps)

Competitor Feature Comparison

Salpo CRM Feature Reviews

17 reviewers had the following to say about Salpo CRM's features:

Rick Notley

Great software and great team behind it. Always being developed and updated.

2017-05-13

managing contacts, but mainly liked the ability to see potential business in one place.

Pros

I like the way its going and know there are lots more integrations in the roadmap.

Cons

don't yet have the ability to use as easily on mobile, or a mobile app. struggled a little on both safari and chrome for iphone so only use on laptop/desktop.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Salpo


Hi Rick,
Thank you for your feedback! We are happy to report that we will be releasing a mobile app this spring. Keep an eye on our alerts for the most recent product developments!
Thanks again,
- The Salpo Team

Read more
Mathieu Crete

Great CRM with some flaws

2018-07-25

We centralized all our communications with customers and suppliers in one place !

Pros

It's easy to use, you can connect your emails to it to keep track of all conversation.

Cons

There is some flaws with the integration with DEAR, they don't really use the same way to manage contacts and you end up with double contact.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Salpo


Thank you for your review, we really appreciate the feedback.

We have now fixed the issue with duplication of contacts, and are continually improving the integration we have with DEAR.

If you need anything further, please reach out to enquiries@salpo.com and we would be happy to help.

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Tess Bertram

easy software to store all our clients information

2017-05-10

Pros

you can pre-load backdated info to help build a holistic picture of the client. You can also easily move between client records

Cons

having to set reminders/communication that could be automatic for example regarding payment reminders

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No

Response from Salpo


Hi Tess,
Thank you for the feedback! We are happy to announce that we will be releasing phase one of our business rules (automation) feature in early 2018. This will help you set automated reminders. Keep an eye out for our 'What's new' newsletter to catch the most recent updates to the CRM.
Thanks again!
Kind regards,
- The Salpo Team

Read more
Lesley Wardle

User friendly with a number of useful features

2017-05-13

Customer management

Pros

Easy to work around and quick data entry. Great to share information with other users

Cons

Reporting which I need to look further into.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Salpo


Hi Lesley,
Thank you for your feedback! We are happy to advise that we will be 'revamping' the email IMAP connector in 2018 to minimize the steps users take to sync their email with the CRM. Keep an eye out for our 'What's New' newsletter for the most recent updates to the system.
We would love to hear more about the reports to are aiming to run within the CRM as well. A member of our Account Management team will be reaching out to discuss reporting options with you further.
Thanks again!
Kind regards,
- The Salpo Team

Read more
vince galvin

simple, intuitive and easy to use. Brings all the info together in a clear and helpful way

2018-04-09

Pros

It looks uncluttered, is quick and easy to navigate, to create a new data field and brings together all relevant information, so you can track, record and set actions/follow ups etc.

Cons

nothing, it's just about getting into the habit of using it all the time and evolving the profiles/data sets as you go.

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
Read more
Anonymous
(Management Consulting company, 11-50 employees)

Clean usable software that particularly helps managing 'complex' relationships

2018-04-09

Potentially the single point for capturing the outputs of activities, events, projects and programmes.

Pros

'Clean' simple user interface, ease of navigation, ability to define multiple relationships for both individuals and organisations in a simple manner, ability to bespoke the system easily to my organisation and processes without having to resort to support.

Cons

(E-Mail, Web packages, E-Commerce solutions, Event management solutions etc)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Jemma Agg

Overall a good CRM software, but clunky in places

2017-05-10

Pros

You can schedule your activities and faults.

Cons

It can be clunky. I would like to see an over view of my week ahead which isn't available currently.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No

Response from Salpo


Hi Jemma,
Thank you for your feedback! We are happy to advise that you can accomplish viewing your week's upcoming tasks using the Communications reporting page. Select to show all Scheduled Communications where you are the Participant. Then use the Date filter and Between criteria option. Marks the dates as: From: 'Today' To: 'Relative to Today,' In the Relative to Today field you can define how far in advance you would like to look. If you select '5 days after today,' you will now view the Scheduled Communications you have recorded to take place over the next 5 days. If you will use this filter regularly, I recommend saving it so you can select the filter name from the Communications filter drop-down instead of re-entering in the criteria each day.
Please do not hesitate to let us know if you would like to review this functionality further!
Thanks again!
Kind regards,
- The Salpo Team

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Mike Sherry

As an initial CRM offering it was useful to have valuable help with understanding the design options

2017-05-16

Nothing unique, sadly.

Pros

Views and variability are excellent but my favourite piece is the support received from our account manager

Cons

Sadly, it does not currently fit our scalability model for linking to back-office functions that will include stock-control, management reports and accounting functions

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Other

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No

Response from Salpo


Hi Mike,
Thank you for your feedback! Over the last two years we have integrated with DEAR, and inventory management software, and Xero, an accounting software. Do you use either software or have you had a chance to review either? If not, Salpo has a fully open RESTful API to integrate with other software. Using the Salpo Products and Objects modules in conjunction with our reporting feature, you can meet basic stock management and accounting requirements as well. We would love to do a demo of the Salpo system for you so you can see these integrations and features in action. We will be in touch shortly!
Kind regards,
The Salpo Team

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Willow Humphreys

Used as our main CRM, find it a little clunky but efficent

2018-04-10

Pros

The connections it makes between individuals and organisations are very helpful. Reminder settings are great and converting a communication.

Cons

Some mandatory fields that can not be edited or deleted make some simple entries hard, ie.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Flexible and excellent value for money

2018-04-09

Enabled us to become more organised with managing our sales and marketing pipeline

Pros

I like the way you can set up tags to configure the database for our companies particular needs.

Cons

This is the converse of the 'pros' for this system. It's flexibility means that sometimes the system can be a little non-inituitive to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Sophie Woods

Salpo is an intuitive system, very easy to navigate around.

2017-05-10

Pros

Well thought out design. Very easy to merge records when cleansing.

Cons

If you are working through a list it will take you back to the main dashboard rather than where you have left off which is irritating.

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

Response from Salpo


Hi Sophie,
Thank you for your feedback! We are happy to advise that this bug has been resolved. This was related to our DNS server. Please do not hesitate to let us know if you encounter any issues or would like to discuss any use case scenarios! Thanks again!
Kind regards,
- The Salpo Team

Read more
Kai Bourne

Salpo is a good, easy to use platform. It could be improved in certain areas, but it's a great tool.

2018-04-13

Pros

I like the look of the CRM platform, it's very easy to use and doesn't take long how to figure it out.

Cons

The lack of functionality - it would be especially nice to be able to use listed searches for business development, as currently it's simply data storage.

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
Read more
Annie James

Excellent system, but needs some improvements

2017-05-10

It is the key to running our business in an organised manner.

Pros

The layout is visually simple and very clear so makes it very easy to use.

Cons

The fact you cannot search by field names. For example, we have a field 'next rent review'.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Salpo


Hi Annie,
Thank you for the feedback! If 'next rent review' is a custom field, you are able to filter the list criteria by this field value. In example, show me all reviews in the next week or show me all reviews completed last week. As a date field you can look at dates as today, in relation to today or between specific dates. The dates can be filtered to show less than, less than or equal to, equal to, greater than or equal to, and greater than.
Please reach out to support@salpo.com if you would like to talk through this scenario further.
Thanks again!
Kind regards,
- The Salpo Team

Read more
Tom Allen

Simple and easy to use and set up

2017-08-22

Organising my day

Pros

The highlighting and organising of data is fluid and not over complicated.

Cons

Some of the text boxes when filled up will overlap some of the others. I get around this by putting abbreviations in.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Salpo


Hi Tom,
Thank you for your feedback! We are pleased to report that we have released an update which wraps data field labels. This ensures the label text does not run into or over the response value. Please let us know if you would like to review this further!
Thanks!
-The Salpo Team

Read more
Claire Roberts

We recently purchased Salpo CRM and find it's very easy to use.

2018-04-03

Everything is in one place for us now, we don't have to use different systems and it's easier to use and manage.

Pros

We have just transferred from Zoho CRM and find that this has everything that we need, is easier to use and has more features that will benefit our growing business.

Cons

At the moment we are relatively new to this system but have not come across any hurdles with it so far.

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
Read more
Dave Morris

Zentano like the Salpo CRM because it is intuitive and user-friendly

2018-04-06

Pros

The look and feel of the user interface, the simplicity of use and the ability to add additional tools such as the GDPR tool when we feel the time is right for us

Cons

In the time we have been using the software there is nothing we have found at this stage that we would describe as a con.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Eva clayto

The website worked great and helped me and my business with our services and we are very happy.

2018-04-04

Pros

Its super fast and the website helps me and my potential customers get the benefits of applying for the awesome amount of services that Salpo provides!

Cons

Most of the services that Salpo provides are awesome. The only service that im not a huge fan of is that the company doesnt provide free breakfasts when traveling.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more